By creating a New Purchase workflow template, you’ll unlock the ability to collect requests, manage and facilitate approvals, and loop in the right people at the right time for any new purchase all from within Vendr.
By creating a New Purchase workflow template, you’ll unlock the ability to collect requests, manage and facilitate approvals, and loop in the right people at the right time for any new purchase all from within Vendr.
Step 2: Customize Your Intake Form
Now let's customize your intake form. Ask questions in the intake form that you know your approvers in the process will need to know the answer to before giving their approval. Keep it short but be thoughtful with the information you're asking requesters to provide. It's okay if it's not perfect the first time around; you can continue to edit as you go.
Get started here!