Intake Management

What is the Intake Management Module and why does my agency need it?

It is common for agencies to receive purchasing requests from departments via phone, email, and other disorganized methods. It is the job of the procurement practitioner to review the scope of the purchase request and decide whether or not the good or service can or should be procured.

With our Intake Management Module, the purchasing team receives a customized digital form that all department users can access for their purchase requests. The requests appear on a dashboard for the purchasing team to view. The purchasing team has the ability to accept or reject requests, and the system automatically notifies department stakeholders on the status of their requests.

If a request is accepted, the buyer has the ability to take the specifications from the request and build a solicitation directly within our Solicitations Module. The solicitation will pull the relevant information from the request form, saving the buyer countless hours of back and forth with the department user for specifications and details regarding their purchase.

Pricing for this module starts at $1,500.

For a quote tailored to your organization’s particular needs, get in touch with our team: