Conditional Purchase Order Workflow

This is another frequent Purchase Order process requirement. In this case, the employee fills in the form and his/her manager must first approve. However, once that approval is secured, further approval may be needed from a VP but only under certain conditions (e.g. Amount > $10,000).

This template also includes a dynamic purchase order form. As before, calculations are performed automatically, the form can be electronically signed, employee information is pre-filled where possible etc.

After the workflow completes, it generates a PDF and emails to the requesting employee.