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Zip is a versatile platform that has proven to be highly effective in managing diverse user requests across departments. Users have found …
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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…
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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,…
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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% |
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(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!
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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.
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Reviews
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
December 03, 2023
Making things easy with Zip Intake-to-Procure
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.
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
- Improvement in OCR
- 24/7 Customer support
- 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
November 28, 2023
Zip Intake-to-Procure makes my Procurement life hassle-free!
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
Zip Intake-to-Procure focuses on streamlined data collection and form submissions while Coupa is primarily a comprehensive spend management platform. Zip Intake-to-Procure simplifies data gathering and Coupa is more for broader financial management solutions. Zip Intake-to-Procure makes life of Procurement easier.
October 20, 2023
Zip into a new procurement tool!
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.
There are more reporting insights and better data visualization summaries in Zip Intake-to-Procure vs. Coupa (from when I last used it in 2022).
Zip Intake-to-Procure also feels a bit fresher and has a better UI experience than Coupa. The user experience is pretty straightforward and should have a low learning curve for those who have already used procurement tools before.
Zip Intake-to-Procure also feels a bit fresher and has a better UI experience than Coupa. The user experience is pretty straightforward and should have a low learning curve for those who have already used procurement tools before.
December 02, 2022
Zip is an excellent product!
Score 9 out of 10
Vetted Review
Verified User
Intake portal for all company requests. Central hub for spend data/contact documents and great flexibility on building and customizing workflows. Allows for requesters to track progress on their requests and have communication documented for future reference. Lots of integrations allowing ability to leverage automation and the Zip Engineering team is very agile, constantly making improvements to the product based on user feedback.
- Easily customizable
- Great support
- Ease of use
- Better reporting capabilities
- Intake requests
- Vendor spend data/reporting
- Contract warehouse
- Increased productivity
August 07, 2021
Zip Intake-to-Procure is a tool that any Procurement Team can easily use and improve their processes with.
Our entire organization utilizes Zip Intake-to-Procure for Vendor Management and Purchase Requests. This tool has allowed our procurement, privacy, security, legal, and finance teams a single location for Vendor information and tracking.
- Clear visibility into the PR workflow for all requesters and approvers
- Ability to modify/tweak workflows based on particular requests or as our organization evolves without needing technical support from Zip Intake-to-Procure
- Easy integrations into other tools already used by the organization including NetSuite, Slack, Asana and DocuSign
- Vendor level records for tracking privacy and security data as well as vendor contacts
- More robust reporting functionality. You can pull data out via a CSV but it would be great for there to already be standard reports and ability to create custom reports
- Connection with our budget software so we can track PRs against budget line items
- Ability to create and send out RFPs
- Sleek UI
- Connection with NetSuite
- Easy to administer
- Improved visibility into purchase requests
- Centralized Vendor management to allow better compliance for privacy and security
- Our time to close a PR has increased initially but that is due to a more robust approvals process and as we spend more time in the tool that time will be reduced
- We now have more time to focus on strategy and negotiations instead of tracking approvals at a manual level
- Zip Intake-to-Procure has a easy to use tool with the ability to make changes as our organization evolves whereas the other tools require more time or technical support to make changes.
- Zip Intake-to-Procure has more of a buy side focus than DocuSign CLM
- Zip Intake-to-Procure has fewer modules and functionality (budgets and payments) than Coupa but those were not critical for us to make a massive improvement to our procurement process and since Zip Intake-to-Procure integrates with NetSuite we didn't have a need for a payment functionality.
- Overall, Zip Intake-to-Procure brings a far more user friendly and streamlined experience to our organization which allows for immediate adoption and transparency for all requesters and approvers.