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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 …
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…
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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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Product Details
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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.
Attribute Ratings
Reviews
(1-22 of 22)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.
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.
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).
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.
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
October 13, 2023
Zip is a Game Changer!
My company did not have a procure-to-pay solution previously and used e-mail for manually routing approvals. Zip is a game changer for providing a consistent intake form and for providing visibility into each request. Zip is easy to configure and customize conditions that fit
your company needs. The workflow visibility is very helpful so everyone can see
status of a request and what steps are remaining. Zip also makes vendor
onboarding easy and has helped transform this manual process into a seamless
electronic experience for our supply base.
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.
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.
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.
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.
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.
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.
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.
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
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
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.
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.
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.
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.
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.
June 01, 2021
Flexible Purchase Workflow
Score 10 out of 10
Vetted Review
Verified User
We use Zip for approving all non-expensed spend at Nylas. Approvals across hierarchy, finance, accounting, IT, legal, and other teams all are routed through Zip. We can now get full visibility into upcoming spend and plan better, and push back when we need to.
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.