Purchase Process Free Template
Create a digitized and automated purchasing process with complete visibility and control of purchase requisitions. Establish a standardized, agile, and delay-free approval workflow, connect different systems, reduce costs, and say goodbye to decentralized communication.
A flawless purchase requisition workflow
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.
Everything you need for impeccable execution
Visibility and Connection
Structure your purchase process by connecting multiple systems and unlocking visibility of your entire workflow, from beginning to end.
Automate Manual Tasks
Streamline approval flows, centralize communication and automate manual tasks. Say goodbye to scattered information.
Cost-Efficiency
Unlock cost-efficiency standards by enabling approvers and requesters to interact with requests for free.
Stop chasing the information you need to get started
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.
Ensure quality execution and flexibility
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.
Keep track of essential indicators
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.
Adapt this template for your needs and hit the ground running
Fast and simple to deploy
Get started with your process in minutes with this easy-to-use template.
No/low-code
Customize your unique needs without help from the IT department.
Wide app integrations
Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.
Connect Pipefy to your favorite software with ease
Finance and Purchasing Teams love Pipefy
Pipefy gives us the control we need to ensure everyone abides by our rules and policies. It’s the best solution on the market if you want something you can customize to your needs to take control of your procurement process.
Mauricio Rizzi Customer Service and Procurement ManagerRelated templates
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