Automate Procurement Processes
Automated quotes, reviews, approvals, integrations to ERP systems.
A digital workflow for requesting, considering, and executing price exceptions saves massive time and headache.
Challenge
Purchasing departments struggle to harmonize all of the systems, individuals, and data required to solicit and negotiate price quotes.
Solution
The SimpliGov platform provides:
- A streamlined way to request a quote, correspond with appropriate internal (procurement) and external (vendor reps) stakeholders, and finalize purchase requests
- Customizable fields to collect PO data, product SKUs, procurement vehicles, vendor/customer information, tailored language from purchasing team, and additional background
- Automatic calculation of pricing adjustments
- Easy integration of vendor and pricing data from existing purchasing and CRM systems
- Instant generation of draft quotes with watermarks for quotes still pending final approval, editing capabilities, and automatic saving of final documents into procurement systems
Features Used: Workflow Automation | Smart Forms | Document Generation | SimpliSign | Document Storage
SimpliGov in Action
- Versatile form creation—dropdown menus, radio buttons, and open text boxes
- Automated configurable workflow between requesting department, purchasing, and vendor salespeople
- User-friendly portal for upload of contracts
- Autopopulation of record numbers, prices, vendor and employee information, and other desired existing data
- Conditional logic—insert special rules or predetermined calculations for specific procurement vehicles, display appropriate personnel by department, etc.
- Dashboard for tracking status of requests—and who still needs to review them
- Automatic generation of preview documents with disclaimers and legal boilerplates—and the ability to edit them in the system
- Ability to generate reports by purchase type, department, employee, etc.
- Integrations with purchasing, billing, and CRM systems
- Integrated eSignature
- Audit trails and built-in compliance with government regulations
Benefits
- Near-100% quote accuracy
- Faster time to approval of quotes by an order of magnitude
- Responsible fiscal management
- Strong vendor relationships
- Increased compliance with preset agency spending rules, limits, and standards
Ready to begin?
Automating your processes need not be a daunting task. Contact us and we will show you how SimpliGov can help you achieve your goals in record time.
Ready to begin?
Automating your processes need not be a daunting task. Contact us and we will show you how SimpliGov can help you achieve your goals in record time.
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