Product Update: Enhanced Intake Forms
Adejoke Adekunle | JUN 29, 2023
2 min read
At Vertice, we’re committed to helping you simplify your procurement process, and we understand that the little things matter. That’s why we’ve introduced a set of improved intake forms designed to put more control in your hands, facilitating faster discussions on your behalf and saving you precious time.
This update, now available to all customers, offers a streamlined workflow for adding contracts, initiating renewals, or making first time purchases.
Add existing contracts
Now you can bring existing contracts into the Vertice platform and provide important details such as currency and assign each contract to a department. You also have the option to add total annual costs and select if these contracts are fixed term or rolling and include some specifications like contract length and billing frequency.
Initiate renewals
When you initiate a renewal, your intake form now conveniently pulls vendor details from past contracts and pre-fills product information where available. You can also specify preferred deadlines for contract closure or renewal completion as well as choose the type of renewal – be it an upgrade, downgrade or flat rate option.
Make first-time purchases
Initiating new purchases can also be done directly on the vendor hub where you can select a vendor and add important requirements such as product name, number of licenses desired, your approved budget and the department you are making this purchase for. Additional requirements like legal, security and/or Personal Identifiable Information (PII) reviews can also be added as part of your request.
Finally, you can import multiple files and add custom notes to your purchasing manager, all to make sure you are precise with your requests to save you from ping-ponging through calls and emails to buy software.
You can log in to your account to explore this feature right away or reach out to your Customer Success Manager if you’d like any additional information.
