Managing the Paper Shuffle

Managing the Paper Shuffle

Have you ever experienced challenges and frustrations with…

  • Having a contract that was sent to a signatory – never to be seen again?
  • Sending a contract to a manager for approval, but it gets lost in their email clutter?
  • Needing approvals from authorizers, but losing track of who has the contract?
  • Having multiple steps performed by many stakeholders to complete a contract?

ProcureSafe has announced its new document workflow feature that allows for a document to be electronically routed to your manager for approval.  This digital document can then be approved right online.  Once approved, an email notification is sent to you alerting you that your document has received the go-ahead.  If necessary, the document can be downloaded, printed, signed, and scanned back into the system for your use. 

If the document needs additional administrative work, then the system automatically sends an email “task alert” to the next person on the workflow list apprising them of their responsibility to the process.  A user-friendly dashboard provides each user in the document workflow process with a status of where the document is in sequence and which stakeholder is currently reviewing it – documents will never again be lost in the paper shuffle.

Workflow…more than just contracts!

Workflow…more than just contracts!

After a contract is signed, there are typically many more documents needed to administer the agreement. Sometimes, you simply need to include documents such as a W-9 or accounting instructions. In addition, you may have documents such as warranties, certifications, or insurance policies that require quarterly or annual updates and need to be managed throughout the term of the contract. ProcureSafe’s newest release provides simple tools to help manage these additional documents.

Quick Quotes Can Lower Your Costs by 26%

Quick Quotes Can Lower Your Costs by 26%

Our Community of Buyers frequently asks us for help performing more competitive bids – we finally have the solution. After years of research and development, ProcureSafe is pleased to announce and introduce the addition of Bid Manager to its existing solution suite.

With many time constraints facing procurement teams each day, the need to streamline the quoting process has never been higher. ProcureSafe’s Bid Manager reduces this strain with its Quick Quote system. Create a Request for Quotation instantly. It’s as easy as 1-2-3.

  1. Quote Information:  Give the quote a title along with the start and end date.
  2. Request Information:  Enter the quantity and description of what you want.
  3. Select Suppliers:  Choose the suppliers that you would like to receive the bid request.

ProcureSafe’s X-ray Vision Helps Prepare Budgets

ProcureSafe’s X-ray Vision Helps Prepare Budgets

Why do modern cars have tire pressure sensors? The tire sensors provide feedback when a tire loses air so that the driver can act before the car crashes! Shouldn’t you have the same feedback mechanism in your contract management to avoid a contractual crash before it occurs?

ProcureSafe’s Executive Dashboard provides the contract data to avoid crashes and avoid unnecessary commitments.

The Dashboard will help you:

  • Plan for contracts coming up for renewal in 2018.
  • Review operations for the need for the services that the contract provides.
  • Know the monthly contractual commitment for creating budgets
  • Maintain control while moving at the speed of today’s business.
  • Easily find the supplier to bid the contract using industry standard multi-sourced contracts