Procurement Approval Process

A process for reviewing and approving documents across your company.

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Workflow Steps

Step 1 - Document Submission for Approval

A user submits a document (e.g., a contract) for approval and selects a pre-defined approval workflow.

Step 2 - Sequential or Parallel Approval Chain

The document is automatically routed to a list of approvers, either one by one (sequential) or all at once (parallel).

Step 3 - Automated Notifications & Reminders

Approvers are notified by email or Slack that their review is required. Automatic reminders are sent if they do not respond within a defined SLA.

Step 4 - Final Approval & Secure Archiving

Once all approvers have signed off, the document is marked as "Approved" and is automatically archived in a secure, central repository with a complete audit trail of the approval history.

The Purpose of Procurement Approval Process

This is a generic and flexible approval workflow that can be adapted for any procurement-related document, such as a new vendor contract, a purchase requisition, or an RFP. It provides a standardized and auditable way to route documents for review and signature, ensuring that the correct people have provided their approval before the document becomes official and the company is committed.