Intake management software helps organizations streamline and automate request submissions, approvals, and data capture. Vertice’s dynamic intake adapts to each purchase request with smart, customizable forms, ensuring requesters only see relevant fields, supporting automated routing, and improving efficiency across the entire submission workflow.

Yes – the no-code intake form within Vertice’s intake management software includes smart document ingestion, automatically scanning uploaded files so requests can be launched immediately, making request management faster and more efficient.

Once submitted, requests are automatically routed into the appropriate approval workflow. Vertice uses the information collected in the intake form – such as request type, cost, department, and any uploaded documents – to trigger the right tasks and approvals, supporting efficient, automated routing throughout the process.

Absolutely. Vertice’s dynamic intake form is fully customizable, allowing you to specify which fields to collect, enforce compliance with internal policies, and streamline workflows through automated process management.

An intake management platform with dynamic intake streamlines request tracking, reduces manual errors, and speeds up approvals by automatically routing submissions into the appropriate workflows. It also ensures stakeholders such as legal, procurement, IT, compliance and finance consistently capture the data that they need to progress approval quickly, improving efficiency and supporting better decision-making.

By using adaptive forms, dynamic intake ensures requesters only see what’s relevant, reducing confusion and minimizing unnecessary back-and-forth.