Procurement intake

Give every procurement request a clear starting point

Replace emailed requests with a form per category, an approval route and a full history. Everyone can see what was asked, who approved it and against which budget.

Set up my environmentSee the request form

Part of InitiativesHub. Configured around your own intake process.

Request: packaging film, new supplierExample data
Submitted by requesterCategory: packaging, priority: highDone
Category manager approvalStep 1 of 2Approved
Finance approvalStep 2 of 2Pending
Stakeholders notifiedOn submission and on each approvalAutomatic
Before intake

A request by email has no owner and no memory

01

Needs arrive in every format

A message, a call, a spreadsheet row. Each one has to be re-typed before sourcing can start.

02

Approvals live in inboxes

Nobody can see where a request is stuck, or who it is waiting on.

03

No trail when someone asks

Months later, nobody can say what was requested, what changed, or which budget it was approved against.

Capture

A form that fits the category

Different categories need different questions. Each gets its own request form, so the information sourcing needs arrives with the request.

  • Configurable request forms per category.
  • Budget and spend category tagging.
  • Priority and urgency classification.
New procurement requestExample data
Packaging
Direct materials
High
Q1 packaging line
Replacement supplier for printed film
Routes to the category approval flowSubmit request
Approve and keep the record

One route, one history

Set an approval route per request type, single step or multi-step. People are notified when a request is submitted and when it is approved, and every version stays on file.

  • Single-step or multi-step approval workflow.
  • Stakeholder notification on submission and approval.
  • Full request history with a version trail.
Request historyExample data
Version 3Budget line updatedLatest
Version 2Priority raised to highSaved
Version 1Submitted by requesterSaved
What comes next

Intake is the first step of the sourcing flow

Once a request is approved, the work moves on to sourcing, qualification and contracting.

RFxRFI, RFQ and RFP in one workflow, from invitation to decision.Open RFx QualificationChecklists, scoring and evidence for new suppliers.Open qualification ContractsObligations tracked against live performance.Open contracts OnboardingTasks for both sides until the supplier is operational.Open onboarding

Start every project from a request you can trace

Set up my environment, or send us your current request process and we will rebuild it for you at no cost.

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Send us your spreadsheet