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Zip Intake-to-Procure is a tool that any Procurement Team can easily use and improve their processes with.
August 07, 2021

Zip Intake-to-Procure is a tool that any Procurement Team can easily use and improve their processes with.

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zip Intake-to-Procure

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.

Do you think Zip Intake-to-Procure delivers good value for the price?

Yes

Are you happy with Zip Intake-to-Procure's feature set?

Yes

Did Zip Intake-to-Procure live up to sales and marketing promises?

Yes

Did implementation of Zip Intake-to-Procure go as expected?

Yes

Would you buy Zip Intake-to-Procure again?

Yes

Zip Intake-to-Procure is a great tool for a Procurement team to manage purchase requests whether the workflow is simple or complex and needs many parties to be involved. It allows us to capture information at the Vendor level so it helps procurement, finance, privacy and security teams have a single Vendor record (i.e., are they a data processor, what is their security risk level, what are all the requests for this vendor that have been submitted, what documents are attributed to this vendor). If you need a tool to not only approve a PR but make payments this tool is not yet there and does not have this functionality. It can manage documents at both the PR and Vendor level but it is not a tool to use for editing documents. It doesn't manage budget information, yet.