TrustRadius Insights
Zip is a versatile platform that has proven to be highly effective in managing diverse user requests across departments. Users have found …
Overview
What is Zip Intake-to-Procure?
Zip provides a place for employees to initiate a purchase or vendor request. Each request is routed for approval across procurement, finance, IT, data security, legal, and other teams, and Zip integrates into ERP and P2P solutions to create a…
Recent Reviews
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Reviewer Pros & Cons
Pricing
N/A
Unavailable
What is Zip Intake-to-Procure?
Zip provides a place for employees to initiate a purchase or vendor request. Each request is routed for approval across procurement, finance, IT, data security, legal, and other teams, and Zip integrates into ERP and P2P solutions to create a PR or draft PO. The vendor states Zip works with Canva,…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
72 people also want pricing
Alternatives Pricing
What is ProcurementExpress.com?
ProcurementExpress.com is designed for small to medium-sized companies to gain full control of purchasing. Team members raise requests against specific pre-defined budgets. Managers approve, decline, or comment on requests - straight from their inbox. Once approved, team members can purchase the…
What is Acquirell?
Acquirell is a SaaS procurement technology suite solution tailored to SMBs. Acquirell enables businesses to save the time of their procurement teams by eliminating manual workflow and automating the procurement process. The E-Sourcing module of Acquirell enables the companies to attain more savings…
Product Details
- About
- Integrations
- Competitors
- Tech Details
What is Zip Intake-to-Procure?
Zip provides a place for employees to initiate a purchase or vendor request. Each request is routed for approval across procurement, finance, IT, data security, legal, and other teams, and Zip integrates into ERP and P2P solutions to create a PR or draft PO. The vendor states Zip works with Canva, Checkr, Hopin, Zapier, CM Group, and other companies both public and private.
Zip Intake-to-Procure Features
- Supported: Intake Experience
- Supported: Cross-Functional Spend Approvals
- Supported: Intake-to-Procure
- Supported: Vendor Management
Zip Intake-to-Procure Screenshots
Zip Intake-to-Procure Integrations
Zip Intake-to-Procure Competitors
Zip Intake-to-Procure Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Zip Intake-to-Procure Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 0% |
| Mid-Size Companies (51-500 employees) | 40% |
| Enterprises (more than 500 employees) | 60% |
Comparisons
Compare with
Reviews and Ratings
(24)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
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.
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.
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.
Attribute Ratings
Reviews
(1-11 of 11)Companies can't remove reviews or game the system. Here's why
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
December 12, 2022
Most valuable tool in the procurement stack
Score 10 out of 10
Vetted Review
Verified User
We use Zip Intake-to-Procure to manage our procurement process. We process all purchase requests as well as virtual card requests through the Zip Intake-to-Procure platform and take the user through all stages of approval (security, IT, legal, and finance). Zip Intake-to-Procure allows us to give visibility to our employees on where their request is at all times and helps us measure SLAs for everyone involved.
- No coding - Ability for the administrator to make changes without development resources helps us be agile as a procurement org.
- Visibility to the user in a great user interface
- Accountability (helps us track SLAs on response time), Audit trails keeping track of everything
- The implementation team was incredible, as is ongoing support. They want you to succeed in your goals vs. just implement their tool
- Netsuite integration is great but could be better
- The credit card functionality is usable but could improve the dashboards here
December 01, 2022
Zip uplevels Procurement functions
We use Zip for all of our purchase requests. We manage all approvals (Business Leader/Budget Owner, Finance, Legal, Security, Procurement) in the tool and also leverage it for document collection. Zip alleviated visibility issues for requestors around status of their requests and enabled us to reduce cycle times for end-to-end approvals of requests & contracts.
- Ease of setup and use
- Highly configurable
- Flexible to use for different request use cases
- High level of support and a development team that listens to customers
- More robust reporting - ability to configure reports
- Can improve ability to interact externally with vendors
December 01, 2022
Won't disappoint!
Before Zip we had no system to track purchases, relied simply on GL reporting. Zip has tremendously streamlined our insight into spend requests.
- Customizable approval flow
- Customizable intake form
- Ease of naviagation
- More robust reporting
- Internal notes section between admins
October 06, 2021
Zip is a one stop shop for all approvals
Score 10 out of 10
Vetted Review
Verified User
We are using Zip to funnel all new requests (purchases, services, contractors, renewals) and for vendor on-boarding.
Zip is used by the entire organization, requesters that want to make a purchase, approvers of the stakeholders, and by our vendors via the vendor portal
- Zip’s design is incredibly intuitive, the UX is magnitude better than typical procurement/finance software
- Easy configuration
- More documentation
- More options for notification configuration
- Currently no RFP support.
August 18, 2021
Zip is exactly what all procurement teams need right now
Score 10 out of 10
Vetted Review
Verified User
We are using Zip to funnel all new requests (purchases, services, contractors, renewals) and for vendor on-boarding.
Zip is used by the entire organization, requesters that want to make a purchase, approvers of the stakeholders, and by our vendors via the vendor portal
- Zip’s design is incredibly intuitive, the UX is magnitude better than typical procurement/finance software
- Easy configuration
- 2-way integrations
- More documentation
- More options for notification configuration
July 09, 2021
Flexible, straightforward, and streamlined -- Zip transforms the requests and approvals experience
Score 10 out of 10
Vetted Review
Verified User
We use Zip [Intake-to-Procure] across all departments for vendor level purchasing, requests, renewals, ongoing vendor management reviews for security and compliance, and the overall source-to-contract process before the PR or PO.
- Zip [Intake-to-Procure] was implemented cross functionally in an incredibly fast and painless process that integrates with our JIRA ticketing system, our Netsuite, GRC systems and CLM. Pair this with the Slack integration and user interface and Zip becomes an great solution for any of our employees to use for requesting or approvals chains.
- Zip [Intake-to-Procure] could use better commenting capabilities, more flexibility in its dashboard, and could integrate more broadly into our GRC systems.
Score 10 out of 10
Vetted Review
Verified User
Zip Intake-to-Procure is being used by our entire company. We used to have no single process to actually purchase anything across finance, legal, IT, etc. It was a confusing experience for employees, and we never knew what was truly in process. Zip Intake-to-Procure has thoroughly improved this process for us.
- Zip Intake-to-Procure allows us to set up routing logic for approvals across all of our internal teams without knowing how to code.
- It’s easy to draw lines and set up the flow correctly, kind of like Lucidchart.
- The intake questions in Zip Intake-to-Procure are also extremely easy to set up and configure, and we can now ask only the necessary questions.
- It would be great for Zip Intake-to-Procure to have no cross-border or FX fees for their virtual cards.
- I would also like to see some additional ability to customize dashboards.
July 05, 2021
Finally, a dynamic source-to-procure tool!
Score 10 out of 10
Vetted Review
Verified User
We use Zip for approving requests across finance, accounting, IT, legal, and other teams. Zip has thoroughly improved what was an otherwise manual and confusing process for requesters and approvers. As the business scales we needed a platform that was going to support our changing needs and put an emphasis on the employee experience.
- The intake form is really easy to configure and manage and the upstream workflow is intuitive so maintenance is employed easily across different members of our team without IT.
- Zip visually displays where a requester is at in the entire workflow, making the steps and approvals required transparent.
- Zip doesn’t integrate with our TrustArc and includes cross border fees for virtual cards.
Score 10 out of 10
Vetted Review
Verified User
We use Zip to improve the requester experience across all departments of our company and to improve ongoing vendor management reviews, security, and compliance.
- Zip is very intuitive and doesn’t take a lot of training to understand how to use.
- It eliminates a lot of manual work and saves us so much time.
- It integrates to all of our cross-functional systems for legal, IT, security, privacy, and finance.
- Zip could use more configurability in the procurement review and dashboard.
May 29, 2021
Zip has dramatically improved experience for my internal customers and automated vendor approvals
Score 9 out of 10
Vetted Review
Verified User
Zip was deployed to our entire organization: about 850 FTE employees. All vendor-level approvals across finance, security, IT, legal, and other teams are routed via Zip, as well as all vendor onboardings.
Eventually, it will also be used to simplify the way that we procure as well since it will be integrated directly into NetSuite.
- Very intuitive UI with a deep Slack integration
- Integrations into NetSuite, JIRA, CLMs, and other systems
- Intake questions can be configured very flexibly, and easy to learn how to set up
- Integrations into TrustArc and some other less popular systems we use
- Improved notification configurations
- More flexible reporting capabilities