Overview
Templates for workflow creation are pre-defined flows designed and loaded on the Spendflo platform to help streamline procurement processes. The templates provide a structured starting point for configuring the steps and rules to tailor the workflow for various business scenarios.
By default, the following types of legacy templates are available within the Spendflo platform:
- New purchase - This template can be leveraged to place requests for new products or tools.
- Renewal - This template can be leveraged to raise renewal requests for existing products or tools in the stack.
- Upgrade - This template can be used to raise upgrade requests for existing products or tools in the stack (primarily applicable to SaaS tools).
- Downgrade - This template can be leveraged to raise downgrade requests for existing products or tools in the stack (primarily applicable to SaaS tools).
To know more about the next steps in workflow creation, click here.
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