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The Anatomy of a Request Workflow

Request Types Requestoverview1 Pn Buy Something New:
  • Software Purchase Request: When you want to purchase a new software, use this flow.
  • Vendor Purchase Request: When you are looking to purchase a new service (i.e. consultant, coach, etc), use this flow
Manage Existing Spend (Renewal Flow)
  • Software Renewal Request: When you want to renew a new software, use this flow.
  • Vendor Renewal Request: When you are looking to renew a new service, use this flow
Other (Custom Request Flows)
  • Configure a custom request flow

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Request Intake

Requestoverview2 Pn The request intake is where you choose the vendor or software for which you want to create a purchase request. You’ll also assign an owner to the request, this person will be responsible for managing the request through the approval process. Read more about owners here.

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Collaborate with the Seller/Vendor

Requestoverview3 Pn Add members of the sales team from the company you are looking to make a purchase from to assist with completing the request. Their input will be visible to you, and you can make changes before moving the request forward. You can invite others to join the process at any stage.

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Request Steps

After completing the intake process, you’ll proceed through additional steps to gather and organize the data required for the request. The step categories are listed below. You can add or remove steps as needed and assign an internal approver once each step is complete. Requestoverview4 Pn