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
(1-22 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
- 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
- Customizable Reporting Fields
- Easily Adjustable Workflows
- Document Storage
- Internal Communications via Feed
- Reporting
- Indirect Spend
- Vendor Management
November 28, 2023
Zip Intake-to-Procure makes my Procurement life hassle-free!
- 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
November 07, 2023
Highly customizable & easy to use
- 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!
- 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 13, 2023
Zip is a Game Changer!
- Vendor Onboarding
- Workflow Visibility
- Spend Insight
- Customized Invoice Reporting
October 12, 2023
Solid UI
- 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 12, 2022
Most valuable tool in the procurement stack
Score 10 out of 10
Vetted Review
Verified User
- 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 02, 2022
Zip is an excellent product!
Score 9 out of 10
Vetted Review
Verified User
- Easily customizable
- Great support
- Ease of use
- Better reporting capabilities
December 01, 2022
Zip uplevels Procurement functions
- 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!
- Customizable approval flow
- Customizable intake form
- Ease of naviagation
- More robust reporting
- Internal notes section between admins
November 30, 2022
Zip: New Kid on the Block delivers!
- 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
- 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.
October 06, 2021
Zip is a one stop shop for all approvals
Score 10 out of 10
Vetted Review
Verified User
- 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
- 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
August 07, 2021
Zip Intake-to-Procure is a tool that any Procurement Team can easily use and improve their processes with.
- 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
July 09, 2021
Flexible, straightforward, and streamlined -- Zip transforms the requests and approvals experience
Score 10 out of 10
Vetted Review
Verified User
- 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 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
- 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
- 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.
June 01, 2021
Flexible Purchase Workflow
Score 10 out of 10
Vetted Review
Verified User
- Slack integration
- Very flexible workflows
- Virtual card capabilities
- No FX fees for virtual cards
- More reporting capabilities
- Contingent worker specific features
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
- 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