Unlock Frictionless Procurement with Workflow Studio Integrations

After working with hundreds of businesses, we kept uncovering the same pain in how they handled procurement:

Purpose-built point solutions that work for individual departments are relied on to handle mission-critical steps in the procurement process.

Although that might work for those individual teams, it puts the entire process at eventual risk of breaking down from a lack of orchestration and visibility. And that costs companies both time and money.

It's why we built Workflow Studio, to sit as your single source of truth for your procurement process. You get one platform to manage every step—from intake to purchase order—so you can eliminate the most common points of failure: communication sprawl, manual spreadsheets, and siloed work.

Bringing Point Solutions into Your Procurement Platform

Some point solutions—like third-party risk assessment or e-signature tools—are critical for businesses to use.

But when data lives in silos and you’re forced to jump between tools or wait for an update, it throws a wrench into what should be an always-on process. That friction slows down the buying cycle, and leaves you exposed to overpriced renewals and mishandled purchases.

That's why integrations play an essential role in Workflow Studio’s vision. Our platform integrations provide easy access to the data your finance team needs, delivered in a format that you can understand, all without asking your stakeholders to learn a new tool or adopt a new process.

Tropic integrates with multiple providers. Keep reading to learn more about some of our most popular integrations that better streamline procurement:

DocuSign: Easily send, sign, and store contracts in one place

DocuSign is almost synonymous with the final signatures of a contract. But tracking down the signatures you need and managing account access creates a thorn in the side of your procurement process.

Tropic's DocuSign integration lets stakeholders easily manage signature collection within Tropic. A click of a button will ship or sign documents, so you won't need finance or IT to give signers access to the company’s DocuSign account. Plus, we'll track signature status so you can get instant visibility into what’s done and what’s still out for signature.

Workflow Studio automatically assigns tasks to appropriate team members to kick off the signature process, control contract versions, and collect the signatures. Now, stakeholders have the keys needed to smoothly move signatures forward and access an audit trail that breaks down roadblocks.  

As signatures are collected, the team can quickly view progress of completed and pending signatures. Tag colleagues in Tropic to complete the signature process, and save yourself time and headaches. And when fully signed, Tropic will keep a copy of your signed document in the platform.

Ironclad: Bring visibility to your legal approvals

Legal review and approval is a pivotal point in the purchasing process, but keeping track of the approval process is difficult for non-legal stakeholders.

Workflow Studio tasks link purchasing requests in Tropic with Ironclad workflows so that all stakeholders can keep track of approval activity. Initiate an Ironclad workflow, track outstanding approvals, and even view the Signature Packet when complete — all without leaving the Tropic platform, and without asking your legal team to use a new tool.

Whistic: Ensure suppliers are properly assessed for risk

Conducting and managing risk assessments of your software tools is a must as you add more tools to your tech stack. Many companies turn to third-party risk assessment tools to build a reliable, scalable assessment policy.

Tropic's Whistic integration seamlessly adds suppliers from Tropic into a Whistic catalog at any desired point in the procurement process, ensuring that any potential software purchase is properly assessed. Suppliers in Discover also get a designated badge that links directly to their Whistic profile so Tropic customers can easily access more in-depth security information.  

Trust Workflow Studio to manage your end-to-end procurement

A successful procurement process allows all stakeholders to work in the systems most comfortable for them. But modern procurement is a team sport, and if your players aren’t on the same page, you'll be left playing catch up to your competition. Workflow Studio integrations keep teams and tools in alignment, ensuring that every purchase follows the proper process with maximum efficiency.

Want to learn more about how Tropic’s next-generation procurement platform can power your process and deliver savings for your business? Reach out to our team.