Purchase Requisition Approval Workflow Template

The Purchase Requisition Approval Workflow Template is designed to streamline the process of requesting and approving purchase requisitions, making it a valuable tool for procurement teams, department heads, and finance managers. This template ensures that every purchase request is submitted, reviewed, and approved according to company policies, helping to maintain control over spending while ensuring necessary supplies and resources are obtained efficiently.

Using Jotform’s Workflow Builder, employees can submit purchase requisitions through customizable forms that capture essential details such as item descriptions, quantities, and estimated costs. Approval flows automatically route requests to department heads or finance teams based on criteria like purchase amount or department budget. Integrations with QuickBooks allow seamless tracking of expenses, while Google Drive securely stores purchase documentation. By automating the approval process, teams can eliminate delays, track spending more effectively, and ensure that all purchases are aligned with business goals and budget constraints. This workflow empowers organizations to handle purchase requisitions with speed, transparency, and accountability.