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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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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!
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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
(1-9 of 9)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
November 07, 2023
Highly customizable & easy to use
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 & 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)
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)
October 12, 2023
Solid UI
We use ZIP to handle all procurement requests. It allows anyone in the Org to submit a request and then allows the requester to easily track the approval flow process.
- Good UI
- Opens up access to everyone in the company
- Connects to billing and allows for PO creation
- Takes a bit of training to become comfortable making changes
- No direct general chat box with the vendor
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
November 30, 2022
Zip: New Kid on the Block delivers!
Zip is our single entry point for all vendor contract requests. Prior to Zip, the company was using Ironclad as the intake tool which provided the necessary workflow but not the transparency or ease of use. We were able to implement Zip within 3 months and now all intake requests are visible and integrated with most of our tools that are used in the procurement process. We are currently implementing Zip Order and will be rolling out PO by early next year.
- Customizable workflows
- Insights tab for quick and easy view of spend and cycle time
- Existing integrations with tools like Docusign, Ironclad, Slack, and more!
- Missing the ability to proxy as another user. Currently, if one approver did not set up their delegation, an admin or the approver of that step must reassign each of the approvals to another person.
- Bulk upload options for admins to update queues and subqueues.
- Missing ability to schedule reports or the option to share a saved view with another user. It would be easier if certain filtered views can be shared with others to avoid each user having to create their own views.
April 01, 2022
Zip Intake-to-Procure is a comprehensive workflow solution with impressive integrations and a simple UI.
Score 10 out of 10
Vetted Review
Verified User
Zip Intake-to-Procure is being across the whole organization.
- The intake form solves for what was otherwise manual for us.
- UI is really easy to use and honestly very impressive.
- The integrations into our GRC systems, JIRA tickets, and existing Netsuite is essential for us. Slack integration makes things even easier.
- Needs RFP capabilities and invoicing capabilities.
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.
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