Feature

Review Packet Export

Export a clean vendor packet as PDF, CSV, or internal notes for finance, legal, procurement, and operations.

Export

Hand off clean packets to finance and ERP

When review is complete, export a structured packet—PDF for legal archive, CSV for NetSuite vendor import, or internal notes for procurement.

  • PDF packet — cover sheet, summaries, flagged items, document index
  • CSV export — vendor master fields mapped to NetSuite, SAP Ariba, or Workday
  • Internal notes — reviewer comments and approval timestamp

Starter plan includes 25 exports/month; Growth includes custom field mappings.

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