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Use case · Procurement template

Approve purchases in one inbox.

Purchase requests arrive with the details you need to decide. Approve, reject, ask for more information or pass it to someone else, without leaving the page.

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Approvals inbox with a purchase request open and approve, reject, request info and delegate actions
A purchase request, ready to decide.

How it works

Three steps.

  1. A request arrives

    It lands in your inbox with the requester, amount and due date.

  2. Read the details

    Add a note, and ask for more information if something is missing.

  3. Decide

    Approve, reject or delegate it.

Workspace home with approvals waiting and an approvals panel
Approvals waiting, on your Home.

One inbox for every app

Approvals and tasks from all your apps show up together.

Start from a template

The Procurement template in Studio gives you tables, pages and roles to adjust.

Roles decide who sees what

People only see and do what their roles allow.

All templates →

Ready when you are

Open AE and look around.

See the product for yourself. The guide and demo videos are there when you want help.

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