FORM TEMPLATE · Orders and money
Purchase request
Ask to buy something: what, from whom, why, how much and by when, with a quote attached and an approver's signature.
Request approval to buy something. Please attach a quote if you have one.
About you
- Full nametext
- Emailemail
- Team or budgettext
What you want to buy
- Item or servicetext
- Suppliertext, optional
- Quantitytext
- Estimated totaltextIncluding tax and delivery, in your normal currency.
- Needed bytext, optional
- Reasontext
- Alternativestext, optional
- Quotefile (PDF or picture), optionalA PDF or a picture (PNG or JPEG). It is kept exactly as you upload it.
- I will not order until this request is approved.tick box
Signature
- Requester signaturesignature
- Requester date signeddate signed
For approver use
- Decisionchoice · ApproverApproved · Approved with changes · Not approved
- Notetext, optional · ApproverOptional. Shown on the signed copy.
- Approver signaturesignature · Approver
- Approver date signeddate signed · Approver
What people see
The form, the way the person with the link fills it in.
Purchase request
Request approval to buy something. Please attach a quote if you have one.
About you
What you want to buy
Signature
For approver use
14 fields for the person filling it in, plus 4 for the team member.
What people agree to
The wording beside each box.
- I will not order until this request is approved.
When you publish
It starts with these settings.
- People sign without an email check.
- Someone on your team counter-signs each response.
- No limit on responses.
- After signing, people can start another response.
- You get an email for every signed response.
- The person gets an email with their signed copy.
Change any of them on the Publish step before the link goes live.
Questions
Quick answers.
Who fills it in?
Anyone with the link. They are the requester in this form, type their own name and email, fill in each box and sign. Then the approver you choose on your team adds a decision and counter-signs.
Can I change the questions?
Yes. In your workspace it is your own copy: add, remove or reword any field, then publish it. The original is never changed.
Can people attach files?
Where the form has a file box, people may attach a PDF or a picture. It is stored exactly as they upload it and never converted.
Is this legal advice?
No. It is a starting point in plain words. Change what does not fit before you publish it.
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