Do I need coding skills to set up the purchasing process?

No. Steps are added with drag and drop, and forms are designed visually. There is a formula editor for conditions, and REST, SOAP and SQL steps are ready for advanced needs.

Does the supplier need an E-Flow account?

No. The supplier opens the link in the email, verifies with a one-time code and fills in the quote form without creating an account.

Where are quotes and contracts stored?

With E-Flow DMS, quotes, contracts and meeting minutes are kept in a single archive next to the related process, with their version and permission history.

Can purchase approvals be given from a phone?

Yes. Tasks are approved in the iOS and Android app, and documents are signed within the flow with an e-signature or mobile signature.

Solution · Purchasing

Manage purchasing from request to payment in a single flow.

With E-Flow's procurement workflow, purchasing runs from request to payment in a single flow. Each request goes to the right approvers based on its amount; suppliers submit quotes without creating an account; the approved order is sent to the ERP, and the incoming invoice is checked against the order before it is approved.

Demo with your purchasing process Explore the flow

1 · Request

How do you digitize purchase requests?

A request starts with a form designed in E-Flow: what to buy, how many, from which budget, with the quote attached. The form is built with drag and drop, without code; or you can describe the process in a sentence and AI prepares it for you.

Requests are opened on the web or in the iOS and Android app, and the requester is kept informed at every step.

Form design
Process design with AI
Mobile app

2 · Approval

How do you set up purchase approvals based on amount?

Approval steps are defined by rules. For example, a request first goes to the requester's manager; if the amount exceeds $10,000, general manager approval is added, and if not, that step is skipped.

Approvers get a notification on their phone and decide in the mobile app. Your organization sets the amount limits and the approvers.

Rules and conditions
Mobile approval

3 · Quotes

How do you collect and compare supplier quotes?

Requests for quotes go to suppliers by email. The supplier opens the link, verifies with a one-time code and enters a unit price and delivery time; no E-Flow account is needed.

Responses are gathered in a comparison table. If the deadline passes, the task returns to the person who started the process.

External participant
One-time code

Supplier	Unit price	Delivery
Summit Office	$385	7 days
Nova Furnishings	$402	5 days
Oakline Furniture	pending	–

4 · Order

How is an approved request sent to the ERP?

An integration step in the flow turns the approved request into a purchase order in the ERP; no one re-enters the data.

Ready-made steps are available for SAP, Logo Tiger and Netsis; other ERPs and systems are reached through REST or SOAP services or a database connection.

ERP integration
REST · SOAP

5 · Invoice

How do you match an incoming invoice against the order?

When an invoice arrives, E-Flow reads it, recognizes the fields and fills in the form itself. Supplier, item, unit price and amount are checked against the order; if they match, approval is up to you, and if there is a difference, you see it right away.

An incoming invoice can also start the process on its own; no one has to open it manually.

Document reading (OCR)
Automatic start

E-Flow capabilities used

Ready-made building blocks for every purchasing step.

No supplier account neededQuotes and documents via an email link and a one-time code.External participant →
Mobile approval and signatureApprove on iOS and Android; sign with an e-signature or mobile signature.Mobile approval and signature →
Document readingFields from invoices and receipts fill in on their own.From document to form →
Where is each request?Process visibility with kanban, calendar and dashboards.Views →

FAQ

Questions on your mind.

Purchasing: the questions teams ask most when evaluating the process. Pick a question; the answers are pre-written.

Don't see your question?Ask it in a demo meeting

E-Flow · PurchasingPick a question

Do I need coding skills to set up the purchasing process?: No. Steps are added with drag and drop, and forms are designed visually. There is a formula editor for conditions, and REST, SOAP and SQL steps are ready for advanced needs.
Does the supplier need an E-Flow account?: No. The supplier opens the link in the email, verifies with a one-time code and fills in the quote form without creating an account.
Which ERPs does the purchasing process work with?: Ready-made steps are available for SAP, Logo Tiger and Netsis. Other ERPs and systems are reached through REST or SOAP services or a direct database connection.
Where are quotes and contracts stored?: With E-Flow DMS, quotes, contracts and meeting minutes are kept in a single archive next to the related process, with their version and permission history.
Can purchase approvals be given from a phone?: Yes. Tasks are approved in the iOS and Android app, and documents are signed within the flow with an e-signature or mobile signature.

Questions

The next step

Describe your purchasing process.
Let's set it up together in a demo.

Requests, approval limits, suppliers and your ERP: describe your process in a few sentences, and we will set it up together in E-Flow during the demo meeting.

What you write is carried over to the demo form and kept only in this browser.Request a demo

In the cloud or on your own servers
Role-based access control
Audit trail for every step