Purchase Process Free Template

Pipefy’s template gives you full visibility and control over your purchase requisitions, from screening to deliveries. Stop missing deadlines by monitoring due dates, applying labels and filters to prioritize tasks, and incorporating your own rules.

Ensure a flawless purchase process by automating key steps, like approval flows, email sending, and communication with suppliers.

Integrate Pipefy with your legacy tools and software, like NetSuite, Coupa, and SAP to further streamline your operation and manage your procure-to-pay process in a single place. Use Pipefy to orchestrate your entire purchasing operation.

Learn how to map all stages of your Purchasing Process

Stop looking for information or details about your requests in different sources. With Pipefy, you’ll save your team’s time and ensure information arrives standardized and in a single place.

You can choose how you want to receive requests from other departments, either through public links that anyone can access or through integrations with other systems. Make the most of the tools that ensure your team has everything they need in hand to start the purchasing process.

Secure your team follows a high standard of execution at every step of the purchasing process, from entering new requisitions to issuing purchase orders. Create your own rules and customize the whole workflow in just a few steps, according to your needs.

Shorten the purchase deadline by automating manual tasks, centralizing communication, updating fields, or requesting approvals. Eliminate operational activities for your team to gain time to focus on strategic tasks.

To further leverage Pipefy’s potential, integrate it with your favorite ERP systems, electronic signatures software, emails and create a centralized purchasing process connected by Pipefy as a main source of information.

With reports and charts tailored to procurement teams, you have access to the information to make data-driven decisions, you can view and explore metrics such as the number of requests per department, expense tracking, SLAs, cost-saving indicators, and much more.