Contracts and Procurement Workflow

Several clients have asked for this as the superintendent is a key requirement on reporting and filtering.

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...

We need the ability to reassign a workflow approver in the middle of a workflow. There are times people are out on vacation or sick and it is holding up our approvals.

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...

It would be nice if you could customize or modify the roles under "Internal Stakeholders" when initially setting up a job. Current options are "Sales Contact", "Bid Contact", and "PM Contact". For some companies, this would all be the same person,...

With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.

We would like approval workflows to support a combination of sequential and parallel approval steps, with flexible AND / OR logic within each stage. At the moment, approvals can be configured as either: Person A AND Person B AND Person C Meaning a...

It would be nice to create a workflow that would apply to all projects rather than setting up the same workflow for each project if having multiple projects at a time that would use the same workflow. And to take this one step further if the workf...

Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...