AISUPPLIERS, MATERIALS AND ASSETS
Every request, organized.
Every approval, traceable.
Centralize requests, documents and reviews in a configurable process for procurement and finance.
Requests
Configurable approval workflow
Illustrative example
Three request types. One organized process.
Manage suppliers, materials and assets with forms and approvals tailored to your needs.
Suppliers
Collect details and documentation to begin onboarding.
Materials
Receive specifications and purchase requests.
Assets
Manage acquisition requests and their approvals.
From request to approved record.
A structured, transparent process you can adapt to your organization.
Collect
Digital forms for suppliers and internal teams.
Review
Check the required data and documents.
Approve
Route the request to the assigned reviewers.
Centralize
Keep the records and connect information to your systems.
Example of a process configurable for your organization.
Ask for the right information
from the start.
Adapt your forms with required fields, logic and supporting documents.
Requester details
Capture the information needed for each type of request.
Request data
Define fields, options and validations.
Attachments
Ask for the supporting files each request needs.
Supplier onboarding request
Submit request
Example supplier registration form
Supplier file
- Documents received
- Reviewed
- Approved
Illustrative example
Documents and approval records
in one place.
Organize supporting documents for each request and review recorded actions throughout the process.
Searchable repository
Find documents and requests easily.
Change and approval history
See who performed each action.
Document tracking
View the status of required files.
Keep your data moving.
Connect approved information to your ERP or procurement system.
Organize supplier onboarding.
Simplify approvals.
Let’s talk about your forms, documents and process owners.
Request a tailored demo
Tell us about your supplier, material or asset approval process.