Purchase orders, alerts and approvals
Procurement sends many small documents: the PO itself, a mismatch alert, an approval request. Keep each as a template and send them from your system.
How it works
- 01Pick the documentsPurchase order PDF, price-mismatch alert and approval request, ready to edit.
- 02Map your dataSend the PO lines, vendor and approver as JSON; the template fills itself.
- 03Send on eventsCall the API when a PO is raised, a price changes or an approval is due.
Why teams use Templater for it
- Test keys can only send to your own team, so a staging system never emails a vendor.
- Folder access keeps each team to its own templates.