Requests
Purchases, leave, expenses and contracts in one form.
Product
One workspace, from request to result.
Six connected tools, so a request never leaves the record it started in.
Decide Decide Approvals
Routes by type and amount, with bulk approve.
Decide Process Builder
Change who approves what, without code.
Record Meetings
Agendas, recorded decisions and action items.
Record Documents
Files linked to the decision they support, with versions.
Follow through Tasks
Follow-ups with an owner, a deadline and a source.
Built for the way your teams already work
Pick a request type and see the route it takes. You change these rules in Process Builder.
Request type
Amount
Example rule: over $1,000 adds Finance review.
Purchase requests
Equipment, supplies and services, routed by amount.
- Purchase requestRequester
- Manager reviewManager
- Finance reviewFinance team
- Final approvalFinal approver
- Purchase taskRequester’s team
Included as a starter process in the pilot. Example route; change it in Process Builder.