When to use this template
Start with the questions below, then adapt them to your own process. Label the currency and distinguish a request from an approved purchase order or completed payment.
Turn scattered requests into clear records with context and a next owner. Use this version when you need to gather a proposed purchase's purpose and cost for a budget owner to review.
Questions included
- Your nameShort answer · Required
- Email addressEmail · Required
Used to respond about this request.
- Requested item or serviceShort answer · Required
- QuantityNumber · Required
- Estimated total costNumber · Optional
- Business justificationLong answer · Optional
- Supplier or product linkWebsite · Optional
Make it your own
- Replace the introduction with your own context for purchase request.
- Label the currency and distinguish a request from an approved purchase order or completed payment.
- Check required questions, remove information you do not need, then test the form on a phone.
- Publish a copy and share its link or embed it on your page.
Before you publish
These forms collect requests. Define your review and escalation process before promising service levels or approvals.
Common questions
What does this purchase request form collect?
It includes requested item or service, quantity, estimated total cost, business justification. Every question can be edited before you publish.
What should I customize before sharing it?
Label the currency and distinguish a request from an approved purchase order or completed payment.
What happens after someone submits it?
These forms collect requests. Define your review and escalation process before promising service levels or approvals. Published copies store responses in the form inbox. Optional owner email notifications require a connected email service.