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 template, the way the person you send it to fills it in.
In this template
What is on the page.
- About you: 3 fields
- What you want to buy: 9 fields
- Signature: 2 fields
- For approver use: 4 fields
It is your own copy in your workspace. Change any of it before you send.
Send it from code
Send the purchase request template from your own code.
Make your own copy once, then send it to the person you name. A test key sends only to you.
npx docustay templates customize purchase-request --name "Purchase request"
# prints the new template's id; then send it as a test:
npx docustay send --test $DOCUSTAY_TEMPLATE_ID --party 'signer=Name <email>'curl -X POST "$DOCUSTAY_URL/api/v1/documents/send" \
-H "Authorization: Bearer $DOCUSTAY_API_KEY" \
-H "Idempotency-Key: $(uuidgen)" \
-H "Content-Type: application/json" \
-d '{"templateId":"$DOCUSTAY_TEMPLATE_ID","parties":[{"seat":"signer","name":"Name","email":"name@example.com"}]}'What you keep
A sealed copy and its record.
Each person who signs gets the sealed PDF with a certificate of completion, and so do you. Search them in your workspace and read each one by its own record.
Questions
Quick answers.
Who fills it in?
The person you send it to. They are the requester in this template: they 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 send it to many people at once?
Yes. Send to a list sends your own copy to each person on it, and each person signs their own copy.
Can I change the questions?
Yes. In your workspace it is your own copy: add, remove or reword any field, then send it. The original is never changed.
Can people attach files?
14 fields make up the purchase request template. Where it has a file box, people may attach a PDF or a picture, and it is stored exactly as they upload it and never converted.
Is this legal advice?
No. The purchase request template is a starting point in plain words. Change what does not fit before you send it.
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