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Vendor Work Orders and Approvals


Level 4
Hello. We are looking for an way to use Workfront's workflow and approval process to manage our vendors - specifically Work Orders. We have 2,000 Work Orders a year and would like a way to enable our community to request a Work Order, send to leadership for approval, and capture the final document. Anyone using Workfront to enable vendor management -- contracts, work orders, or otherwise? If so, can you please describe the usage? thanks!
1 Reply


Level 10
Hi Laura, I'd asked one of my clients to comment on this one, but as I've not yet heard back from her, decided to drop you a line myself. I invite you to consider our "http://store.atappstore.com/product/magic-reports/">Magic Reports solution, with which we've delivered many kinds of customized reports from within Workfront, including "http://store.atappstore.com/wp-content/uploads/2018/03/AtAppStoreMagicReportsPurchaseOrderExample.png">Work Orders (e.g. including Price Quotes, Unique Numbering, Branded Invoices) in PDF format; optionally with automated billing records (for data protection), and/or automatically "checked out" (for security), and/or sent as images via email (for workflow efficiency), and/or with an automated ProofHQ generated (for posterity). If this seems like a fit, please email me via doug.denhoed@atappstore.com and I'd be happy to chat in more detail. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads