Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Continuous Integration

PHP Frameworks

Product Analytics

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Document Generation

Emissions Management

Visitor Management

Whistleblowing

Enterprise

Accounting

SaaS Spend Management

Travel Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

Access Gateways

Cloud Migration

Cloud Storage

Data Center Cooling

Data Warehouse

Database-as-a-Service (DBaaS)

DevOps

Enterprise Service Bus

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Migration

Mobile Identity

Network Performance Monitoring

Open-Source Database

Privileged Access Management

Storage as a Service (STaaS)

Virtualization Management

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Point of Sale

Sales

Cloud Infrastructure Entitlement Management

Secure Service Edge (SSE)

Security

Apparel

Banking

Equation Editors

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Ordering

eDiscovery

Vertical-Specific

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### Approval Processes
Users generally praise Zip Intake-to-Procure for its efficiency in approval processes. Reviewers highlight the ease of configuring approval routing logic across internal teams without the need for coding knowledge. The platform's intuitive interface and customizable intake questions streamline the approval workflow, allowing users to set up approval chains swiftly and accurately. Additionally, users appreciate the visibility provided by Zip Intake-to-Procure, enabling them to track the status of requests and approvals transparently. (Source Reviews: [1](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-16-18-45-22), [2](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-29-11-52-20), [3](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-10-12-43-10), [4](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-17-10-00-14), [5](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-15-19-46-13), [6](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-05-24-18-42-04), [7](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-22-14-59-34), [8](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-07-28-00-49-02), [9](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-08-09-16-23-59), [10](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-05-26-12-55-41), [11](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-26-17-07-36), [12](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-23-11-05-22))

### Vendor Management
Users generally praise Zip Intake-to-Procure for its efficient vendor management capabilities. The platform is commended for simplifying the vendor onboarding process, streamlining vendor information collection, and managing purchase requests effectively. Users appreciate the user-friendly interface that allows vendors to easily upload required documents, saving time and effort. Additionally, the integration with various systems and messaging platforms is highlighted as a valuable feature, enhancing communication and collaboration between stakeholders. Despite some minor drawbacks mentioned by users, such as the need for more robust reporting and improved external interaction with vendors, overall sentiment towards Zip Intake-to-Procure's vendor management functionality remains positive. (Source Reviews: [1](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-29-11-52-20), [2](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-27-18-03-48), [3](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-09-19-10-55), [4](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-27-20-14-19), [5](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-31-18-35-11), [6](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-16-18-45-22), [7](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-15-19-46-13), [8](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-17-10-00-14), [9](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-28-08-53-41), [10](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-18-11-43-42), [11](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-10-12-43-10), [12](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-12-01-01-44-39), [13](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-09-23-18-26-35), [14](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-07-28-00-49-02), [15](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-08-09-16-23-59))

### Purchase Order Management
Users consistently highlight Zip Intake-to-Procure's purchase order management as a key strength of the platform. The ability to easily create and track purchase orders, along with providing visibility into the approval process, has been well-received by users. Additionally, the platform's features for standardizing vendor spend management and improving forecasting accuracy have been particularly beneficial for organizations utilizing Zip Intake-to-Procure. While some users mention minor challenges with unique contracts or employee reimbursements, overall, the sentiment towards the purchase order management capabilities remains positive and impactful for enhancing procurement processes. (Source Reviews: [1](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-09-19-10-55), [2](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-31-18-35-11), [3](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-29-11-52-20), [4](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-27-18-03-48), [5](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-16-18-45-22), [6](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-27-20-14-19), [7](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-12-01-01-44-39), [8](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-10-12-43-10), [9](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-17-10-00-14), [10](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-15-19-46-13), [11](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-07-28-00-49-02), [12](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-26-17-07-36), [13](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-09-23-18-26-35), [14](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-22-14-59-34), [15](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-08-09-16-23-59))

### Workflow Customization
Users consistently praise Zip Intake-to-Procure's customizable workflows and easy configuration options. The platform's ability to set up routing logic for approvals across various internal teams without the need for coding is highly valued. Reviewers appreciate the intuitive nature of the workflow customization process, allowing for dynamic approval processes tailored to specific requests or evolving organizational needs. Additionally, the conditional logic and flexible approval chains contribute to a streamlined workflow experience for users. (Source Reviews: [1](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-31-18-35-11), [2](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-10-12-43-10), [3](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-15-19-46-13), [4](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-29-11-52-20), [5](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-17-10-00-14), [6](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-16-18-45-22), [7](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-18-11-43-42), [8](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-27-18-03-48), [9](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-12-01-01-44-39), [10](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-05-26-12-55-41), [11](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-05-24-18-42-04), [12](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-22-14-59-34), [13](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-23-11-05-22), [14](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-07-28-00-49-02))

### Automation and Efficiency
Users consistently praise Zip Intake-to-Procure for its automation and efficiency features, highlighting its ability to streamline processes, eliminate manual tasks, and save time effectively. The automation capabilities of Zip Intake-to-Procure have been lauded for enhancing compliance, simplifying vendor onboarding, and improving the overall efficiency of the procure-to-pay process. Users appreciate the time savings and reduction in manual errors achieved through the platform's automation functionalities. Additionally, the automated notifications for users and approvers have been commended for facilitating smoother workflows and enhancing visibility into the status of requests. (Source Reviews: [1](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-27-20-14-19), [2](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-27-18-03-48), [3](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-31-18-35-11), [4](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-10-12-43-10), [5](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-15-19-46-13), [6](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-18-11-43-42), [7](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-28-08-53-41), [8](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-05-24-18-42-04))

### Document Management
Reviewers generally praise Zip Intake-to-Procure's document management capabilities. Users appreciate the ease of uploading and tracking documents within the system, highlighting the efficiency it brings to their procurement processes. The centralized hub for storing and managing all types of documents related to vendor onboarding, purchase requests, and communication between stakeholders is seen as a valuable feature. While some users mention a desire for more robust reporting functionalities and integration with budget software, overall, the sentiment towards Zip Intake-to-Procure's document management remains positive. (Source Reviews: [1](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-16-14-49-54), [2](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-27-20-14-19), [3](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-31-18-35-11), [4](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-09-19-10-55), [5](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-18-11-43-42), [6](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-12-01-01-44-39), [7](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-27-18-03-48), [8](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-16-18-45-22), [9](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-17-10-00-14), [10](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-07-28-00-49-02))

### Integration Capabilities
Users consistently praise Zip Intake-to-Procure's robust integration capabilities with various systems and tools. The integration with accounting systems like Netsuite, messaging platforms like Slack, and tools such as Docusign and Ironclad has been highlighted as a significant advantage by reviewers. Despite some minor suggestions for improvement, the overall sentiment leans towards positive regarding the platform's integration capabilities. The ease of use, flexibility, and the ability to streamline processes through integrations have been key factors contributing to user satisfaction. (Source Reviews: [1](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-10-12-43-10), [2](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-27-20-14-19), [3](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-12-01-01-44-39), [4](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-15-19-46-13), [5](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-28-08-53-41), [6](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-27-18-03-48), [7](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-23-11-05-22), [8](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-05-26-12-55-41), [9](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-28-21-46-52), [10](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-26-17-07-36), [11](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-22-14-59-34), [12](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-05-24-18-42-04), [13](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-07-28-00-49-02))

### Legal and Finance Integration
Users consistently praise Zip Intake-to-Procure for its streamlined legal and finance integration capabilities. The platform's ability to seamlessly integrate with accounting systems like Netsuite and messaging platforms such as Slack has been particularly lauded. Reviewers highlight the user-friendly nature of Zip Intake-to-Procure, emphasizing its efficiency in vendor onboarding and document management processes. Additionally, users appreciate the platform's intuitive design and easy configuration, making it a preferred choice for managing legal and finance-related tasks. (Source Reviews: [1](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-09-19-10-55), [2](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-27-20-14-19), [3](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-29-11-52-20), [4](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-12-01-01-44-39), [5](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-17-10-00-14), [6](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-10-10-12-43-10), [7](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-09-23-18-26-35), [8](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-08-09-16-23-59), [9](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-05-26-12-55-41), [10](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-22-14-59-34), [11](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-05-24-18-42-04), [12](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-28-21-46-52), [13](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-23-11-05-22), [14](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-07-28-00-49-02))

### Communication and Collaboration Tools
Users consistently praise Zip Intake-to-Procure's communication and integration capabilities. The platform's communication tools, such as Slack integration and automated notifications, have been highlighted as key features that streamline collaboration and enhance efficiency. Reviewers appreciate the ease of use and the comprehensive integrations that allow for smooth communication between users and across different systems. The intuitive UI, coupled with the deep Slack integration, has been particularly well-received, making communication and collaboration a strong suit of Zip Intake-to-Procure according to user feedback. (Source Reviews: [1](https://www.trustradius.com/reviews/zip-intake-to-procure-2023-11-27-20-14-19), [2](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-16-14-49-54), [3](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-18-11-43-42), [4](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-28-08-53-41), [5](https://www.trustradius.com/reviews/zip-intake-to-procure-2022-11-15-19-46-13), [6](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-22-14-59-34), [7](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-28-21-46-52), [8](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-05-24-18-42-04), [9](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-26-17-07-36), [10](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-08-09-16-23-59), [11](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-05-26-12-55-41), [12](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-06-23-11-05-22), [13](https://www.trustradius.com/reviews/zip-intake-to-procure-2021-07-28-00-49-02))

Zip is a versatile platform that has proven to be highly effective in managing diverse user requests across departments. Users have found it invaluable for directing these requests to the relevant reviewers and approvers, ensuring efficient and streamlined processes. By providing a central hub for managing expenses and executing contracts, Zip promotes compliance and transparency in procurement-related transactions. It has greatly alleviated visibility issues for requestors and reduced cycle times for end-to-end approvals of requests and contracts. Additionally, Zip's customizable workflows and conditional logic enable users to capture relevant information and navigate necessary approval steps seamlessly. With its integrative nature, automation capabilities, and responsive engineering team, customers have successfully implemented Zip across their organizations, highlighting its wide applicability and effectiveness in transforming manual vendor onboarding into a seamless electronic experience.

Confusing User Interface: Some users have found the user interface of the system to be confusing, which has made tasks difficult for them. They have mentioned that navigating through different features and options can be challenging.

Lack of Proxying Ability: Several reviewers have mentioned that they would like the ability to proxy as another user in order to reassign approvals more conveniently. Currently, when approvals need to be reassigned, it causes inconvenience and delays in the workflow.

Limited Reporting Capabilities: Many users have expressed a desire for more robust reporting capabilities within the system. They feel that the current options are limited and would like more flexibility in generating standard and custom reports. Having comprehensive reporting features can greatly enhance their ability to analyze data and make informed decisions.

Customizable Reporting Fields: Many users have found the product to offer customizable reporting fields, allowing them to tailor their reports to their specific needs. This feature has been praised by several reviewers for providing flexibility and customization options in generating reports.

Easily Adjustable Workflows: The product has received positive feedback from users regarding its easily adjustable workflows. This feature has been highly valued by many customers as it allows them to adapt their processes as needed without much effort or technical support.

Document Storage Feature: Users appreciate the document storage feature of the product, which allows them to keep all relevant files in one place. Several reviewers have mentioned that this feature enhances organization and accessibility of documents, improving overall efficiency.

Registered

Verified

Premium Support

Advanced

Zip Intake-to-Procure

Procurement software automates the process of purchasing materials and replenishing inventory. Central to it is electronic purchase ordering and approvals, as well as invoicing and bill payment. The software includes vendor management for competitive pricing and service and vendor follow-ups. Procurement is an essential component of supply chain management and may be available via supply chain management suites.

Procurement

Likelihood to Recommend

Support Rating

Zip supports ultra-configurable, parallel workflows with our no-code configuration.

Zip also integrates with all major ticketing, CLM, GRC, and ERP/P2P solutions. Here's an example integration card for JIRA.

Zip has an optional vendor-facing portal for the vendor to provide diligence materials, including documents, surveys, and even bank settlement information.

Zip's vendor-facing portal includes an optional bank settlement form with an attestation.

Oracle PeopleSoft ERP

Edmunds GovTech

Workday Payroll and Workforce Management

Category Manager

Zip Intake-to-Procure 2023-11-29 11:52:20

Zendesk Chat

Slack

Tax Accountant

Zip Intake-to-Procure 2023-11-27 20:14:19

Procurement Specialist

Zip Intake-to-Procure 2023-11-27 18:03:48

Zip Intake-to-Procure 2023-10-31 18:35:11

Workday Adaptive Planning

Adaptive

Zip Intake-to-Procure 2023-10-16 18:45:22

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Ability to create

Reporting capabilities

Pull data

Specific features

Standard reports

Ability to customize

Customize dashboards

Custom reports

System integration

Create custom reports

Set up

Slack integration

Incredibly intuitive

Easy configuration

Easy to configure

Technical support

Lot of training

Configure and manage

Easy integrations

Training to understand

Home

Procurement Software

At the core of our organization's operational framework is Zip, our chosen Procure to Pay tool. It serves as the central platform for managing diverse user requests spanning various departments. Through Zip, these requests are directed to the relevant reviewers and approvers, ensuring a systematic and effective workflow.As the primary repository for all Procurement-related expenses that require purchase orders (POs) or contractual reviews, Zip records and tracks each expense. Beyond its record-keeping function, Zip facilitates contract execution, reviews, and approvals, promoting compliance and transparency in our transactions.One notable aspect of Zip is its adaptability in accommodating changes within existing Purchase Orders. Zip enables us to swiftly initiate change orders. This flexibility allows our procurement processes to remain agile and responsive to changing business dynamics. In summary, Zip's versatile functionalities streamline our Procure to Pay process by serving as a central hub for managing expenses, executing contracts, and facilitating necessary changes. Its efficiency enhances our organizational agility in handling procurement intricacies while maintaining operational effectiveness.

Customizable Reporting Fields
Easily Adjustable Workflows
Document Storage
Internal Communications via Feed

Reporting
Indirect Spend
Vendor Management

Budget Approvals
Legal Review / Approval
Archival / Historical Spend

Streamlines Workflows
Improved Lead Times
Enhanced Compliance and Accuracy

Workday Financial Management, SAP Ariba Procurement and Oracle PeopleSoft ERP

NetSuite ERP, Workday Payroll and Workforce Management

I use Zip Intake-to-Procure for procure to pay process. Use of Zip Intake-to-Procure will start from onboarding vendors up to payable processing. 

 1. Zip Intake-to-Procure helped us to eliminate manual processes such as uploading vendor invoices. It was able to pick up all the vendor invoices in our designated email. 

 2. Zip Intake-to-Procure also aide us in eliminating the manual process in our endorsement for approval and to treasury. Through Zip Intake-to-Procure, there is an automated notification for the users and approvers through email and slack.

Integration with accounting system, specifically Netsuite.
All-in-one platform where you can onboard, process, and pay
Zip Intake-to-Procure is very user-friendly

Integration
Automated pull of invoices from our email
PO process

Zip Intake-to-Procure helps us to process payables in a seamless manner
With Zip Intake-to-Procure automation, we save time which we can use on other tasks. This really contributes to our efficiency.
Eliminate manual work

Zip Intake-to-Procure simplifies the procurement process by efficiently collecting and managing vendor information, purchase requests, and other relevant data. It addresses business issues related to manual and time-consuming procurement tasks, streamlining the workflow. My scope of use ranges from vendor onboarding to purchase requisitions to submitting documents for signatures between vendor and supplier through another platform implemented with Zip Intake-to-Procure (Ironclad).

Streamlining processes
User friendly
data collection

Offer more customization options for users
Enhancements in integration capabilities with other procurement tools
more options for users with specific and unique procurement needs

User-friendly interface
Customizable forms to adapt to specific needs
efficient workflows for streamline procurement processes

(Positive) streamlining procurement processes
(Positive) saving time and reducing manual errors
(negative) If Zip Intake-to-Procure doesn't fully meet specific business needs, it could have a limited impact or pose challenges in achieving certain objectives

We use it to manage all new purchase requests. The platform's ability to allow conditional logic for questions and customizable workflows ensure we are capturing all of the pertinent &amp; relevant information for each request type and enable us to only have the necessary approval steps for each request type as well. From a user perspective the platform is easy to learn and use. From an admin perspective, it was been relatively easy to pick up on how to customize the different aspects of the platform.

Customizable workflows
Ease of use
Reporting on request details
Conditional logic within workflows

More automation between intake form and request fields/vendor fields
Customizable emails
Complex question logic (automate responses based on other fields)

Customizable workflows
Conditional questions
Easy to configure platform

Streamlined approval processes
Better visibility into procurement timelines and spend
Centralized tool to track all procurement metrics

We're a mature start-up that just recently implemented Zip Intake-to-Procure to rollout a more formal Procurement tool to help with vendor spend management. Previously, we were doing it off Netsuite (our ERP tool), and there was no centralized place to provide insights on open POs, committed spend, etc. Zip Intake-to-Procure now allows us to track spend at the vendor level and tie invoices back to specific POs

Admin level access is easy to use
Helpful to see SLA times by approval org
Provides good visibility for PO submitters to see where their PO currently is on the approval process

There are some duplicated fields such as anticipated total spend vs. price line item breakdown that asks for the same thing. This is a little bit tedious
Does not show which invoices got processed and applied to open POs
Does not integrate / migrate special custom fields within Zip Intake-to-Procure into other tech stacks (NetSuite)

PO generation
Being able to apply invoices to POs
Standardizing vendor spend management and reporting insights

Zip Intake-to-Procure has helped clean up forecasting for us - we've improved accuracy by over 30% since now we're forcing folks to make sure spend is captured accurately and checking submitted PO amounts against the bottoms up forecast
We've also been able to leverage the SLA insights provided by Zip Intake-to-Procure to increase operational efficiencies. We're identified orgs that are slowing down the overall approval process and putting more pressure with shorter SLA times.

NetSuite ERP, Workday Adaptive Planning, BILL

Zip Intake-to-Procure

Overview

What is Zip Intake-to-Procure?