Manage vendor’s contracts. Contracts submitted with this template will appear in your Contracts tab

Approve quotes and automatically send them to customers upon approval

Automate accounts receivable workflow, including generating, approving and sending an invoice. Invoices created with this workflow will appear in the Invoices tab

Submit and approve expense requests efficiently. Ensure compliance with company policies before processing reimbursements.

Create a request for quote, send it to vendors, choose the best offer, and then create a purchase order based on it

Create a vendor onboarding form, collect the necessary data after form submission, and automatically set up the vendor profile once the approval process is completed

Submit for approval standard PO data: Item name, vendor, quantity, amount and tax rate

Manage incoming bills from approval to payment. Bills submitted with this template will appear in your Bills tab