Streamline Vendor Onboarding & Purchase Approvals with ease with our new Approval Workflows!
1. Manage Vendor Leads, Onboarding, and Approvals
If you are dealing with multiple vendors regularly, setting up Approval Workflows can solve a lot of challenges (scattered communications, collaboration bottlenecks, unnecessary back-and-forths, etc). Here's how:
- Capture Vendor Leads: Automatically capture Vendor Leads with Workflow Forms OR Add vendor leads manually (Individually OR in Bulk)
- Set up Approval Workflows:Create custom approval workflows, manage vendor leads across stages, and collaborate with different teammates.
- Verify Vendor PAN & Bank Details in 1-click:Automatically verify PAN & Bank details of your vendors with official records and get aMatch Scorefor quick decision-making.
2. Streamline Purchase Approvals
Managing approvals of large numbers of Purchases & Expenses regularly can be daunting - inconsistent Vendor Invoice formats, missing data, and broken collaboration between multiple stakeholders can make things difficult.
With our new update, you can add every Purchase/Expenditure into dedicated workflows that are custom-made for your business needs.
Different team members can seamlessly collaborate to record purchases, add them to set workflows, make reviews & updates, and take decisions on Approvals or Rejections.