Capability
Intake management
Drive employee adoption
Influence spend earlier
Orchestrate your tech stack
Capability
Intake management
The Features
Dynamic workflows
Collect just the right information, every time. Zip’s intuitive intake workflows adapt questions and selections based on how requesters answer, providing policy guidance in context along the way.
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Preferred vendor routing
Save time for internal teams and cut down on duplicative spending. Zip ingests and categorizes your existing vendors so it can automatically suggest current and preferred vendors to requesters.
Best-in-class templates
Make your intake category smart. Zip provides configurable pre-built templates for every combination of company size and industry to accelerate time to value and ensure you’re following best practices across all of your purchase types.
Intelligent document management
Specify which documents are required for which workflow types, from W-9s to MSAs. Ensure your approvers have everything they need to start working on a request as soon as it’s submitted.
Related Resources
Report
Spend Matters Report: Why Intake Management is ‘Procurement Tech’s Next Big Market’
This report provides a first-of-its-kind market landscape analysis of the category.
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Customer Story
Patreon
How Patreon is pioneering a new frontier of procurement with Zip
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Webinar
Discussing the Importance of Procurement Intake and Orchestration with Dr. Elouise Epstein
See how leveraging these capabilities can help organizations overcome the strategic chasm.
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