Workflow Documents

Cleverly streamline your procurement processes even further.


Get the most out of your PTS Purchasing Workflow software by adding our Workflow Documents software.


At PTS we’re constantly researching and developing new modules so that we can configure and adapt your systems to evolve with your business and your efficiency goals and requirements.


Workflow Documents will help streamline the Purchasing Workflow approval process even further, allowing you to easily review supporting documentation prior to approval.


You’ll be able to attach an unlimited number of documents to emailed requisitions and purchase orders, which can then also be included during key points of any workflow. These documents are embedded rather than linked to ensure they’re stored within your Sage 300 database and can be easily retrieved or audited at a later date.



Workflow Documents Brochure