Bring transparency to contract and invoice management
Taking tangled processes and turning them into smooth automated workflows across your entire organization
Value we bring
Easy onboarding
Companies with 600+ employees report:
14 days from signup to full product adoption
Perfectly scalable
Start with simple one-step approval workflows and progress to multi-level procurement pipelines with conditional logic
Value for your money
Approveit reduces your invoice processing time by up to 80% and brings down error rate n your accounting to >1% which leads to up to $2M saved annually
Create your perfect procurement pipeline
From vendor pre-approval to invoice registering – Approveit takes care of every step.
Make your pipeline as fancy as you need it to be by adding conditions, pre-approval stages and post-approval integrations
Modernize vendor management
Keep your vendor list secure, up-to-date and at hand right in Approveit. It automatically syncs with your accounting software to enable easy purchase order and bill creation.
Vendor details get automatically filled in when you’re creating a new invoice or PO approval request
Be one step ahead in negotiations
Make your contract database work for you. Get instant access to payment terms, delivery conditions or termination policies without rummaging in paper archives.
Expiration reminders will ensure timely contract renegotiations and extensions
Powerful feature pack for creating the most personalized experience
Assign tasks to your teammates automatically
In addition to approval steps, you can add tasks to your workflows.
For example, once the request was approved, action is required: you can automatically assign a task for this action to a responsible team member
If the amount is greater than $10.000…
Adjust your workflow depending on the content of the approval request.
Apply conditional rules to amount or drop-down fields to add extra approvers, or more approval steps if a certain condition is met
Taking time off? Choose someone to take over!
You obviously don’t want all the approval processes to stop while you’re away.
Not to mention, deal with a pile of unprocessed requests upon return.In your profile settings, turn the “On vacation” switch on and choose a teammate who will be processing requests while you’re enjoying your time off
Exchange ideas right in Approveit
You can add comments to the approval requests Asking for more information.
Discuss the request or ask for additional details before you make a decision about approving it. You can attach files to the comments, too
E-signed approval confirmation
Once the request is completed, you can download a PDF file with all the request details and e-signatures of everyone who has approved it.
You can download these e-signed confirmations for one request at a time, or for as many as you need in bulk
Compliance and Privacy
Make a workflow visible only to the users you choose.
The rest of your team won’t see it in their workflow list
Group similar requests and submit them as one
• When creating a workflow, add a field called “Line Item” to your approval form.
• Add up to 8 columns to your line item (table)
• You can add columns of 11 different types
• When filling the form, requestors will be able to add as many lines as they need.
• Data in the requests are even better structured and visualized!
Some just need to observe
Watchers see everything that happens in the workflow, but don’t take a direct part in the approval process.
Requestors can set watchers of their own for each request individually, or Admin can set them once for the entire workflow
Smooth integrations for complete automation
Easy Onboarding with Detailed User Guides
How to start with Approveit? How to create a workflow or a request? How to set up integrations? We’ve put the answers to all these and many other questions together in our detailed user guides to make onboarding to Approveit go smoothly
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