Zip Intake-to-Procure Reviews & Insights

Score7.9 out of 10

24 Reviews and Ratings

Community insights

TrustRadius Insights for Zip Intake-to-Procure are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Customizable Reporting Fields: Many users have found the product to offer customizable reporting fields, allowing them to tailor their reports to their specific needs. This feature has been praised by several reviewers for providing flexibility and customization options in generating reports.

Easily Adjustable Workflows: The product has received positive feedback from users regarding its easily adjustable workflows. This feature has been highly valued by many customers as it allows them to adapt their processes as needed without much effort or technical support.

Document Storage Feature: Users appreciate the document storage feature of the product, which allows them to keep all relevant files in one place. Several reviewers have mentioned that this feature enhances organization and accessibility of documents, improving overall efficiency.

Reviews

22 Reviews

"Zip Intake-to-Procure: Where Procurement Meets Effortless Zippiness!"

Rating: 8 out of 10

Incentivized

November 29, 2023

Use Cases and Deployment Scope

At the core of our organization's operational framework is Zip, our chosen Procure to Pay tool. It serves as the central platform for managing diverse user requests spanning various departments. Through Zip, these requests are directed to the relevant reviewers and approvers, ensuring a systematic and effective workflow.As the primary repository for all Procurement-related expenses that require purchase orders (POs) or contractual reviews, Zip records and tracks each expense. Beyond its record-keeping function, Zip facilitates contract execution, reviews, and approvals, promoting compliance and transparency in our transactions.One notable aspect of Zip is its adaptability in accommodating changes within existing Purchase Orders. Zip enables us to swiftly initiate change orders. This flexibility allows our procurement processes to remain agile and responsive to changing business dynamics. In summary, Zip's versatile functionalities streamline our Procure to Pay process by serving as a central hub for managing expenses, executing contracts, and facilitating necessary changes. Its efficiency enhances our organizational agility in handling procurement intricacies while maintaining operational effectiveness.

Pros

Customizable Reporting Fields
Easily Adjustable Workflows
Document Storage
Internal Communications via Feed

Cons

Reporting
Indirect Spend
Vendor Management

Likelihood to Recommend

Zip is a newer product in the P2P space, and as such there are still some areas for improvement. They don't have all the "bells and whistles" products and configurations that some of the other players in this space have, but the products they do offer are best in class. Zip is an ideal tool for tactical procurement.

Nick Huffman

Category Manager in Finance and Accounting at Toast (5001-10,000 employees)

Vetted Review

1 year of experience

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Making things easy with Zip Intake-to-Procure

Rating: 8 out of 10

Incentivized

November 28, 2023

Use Cases and Deployment Scope

I use Zip Intake-to-Procure for procure to pay process. Use of Zip Intake-to-Procure will start from onboarding vendors up to payable processing.

1. Zip Intake-to-Procure helped us to eliminate manual processes such as uploading vendor invoices. It was able to pick up all the vendor invoices in our designated email.

2. Zip Intake-to-Procure also aide us in eliminating the manual process in our endorsement for approval and to treasury. Through Zip Intake-to-Procure, there is an automated notification for the users and approvers through email and slack.

Pros

Integration with accounting system, specifically Netsuite.
All-in-one platform where you can onboard, process, and pay
Zip Intake-to-Procure is very user-friendly

Cons

Improvement in OCR
24/7 Customer support

Likelihood to Recommend

1. Vendor onboarding - Zip Intake-to-Procure is user friendly where the vendor can easily upload documents based on requirements of the company. This aide everyone to save time from reaching out to different vendors and requesting for documents.

2. Integration with various system and messaging platform. Zip Intake-to-Procure integration really fit with our needs since there is available integration with our accounting system and also with slack that we use as our main platform for communication.

Paul Erik Caracas

Tax Accountant in Finance and Accounting at Xendit Philippines Inc. (201-500 employees)

Vetted Review

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Zip Intake-to-Procure makes my Procurement life hassle-free!

Rating: 8 out of 10

Incentivized

November 28, 2023

Use Cases and Deployment Scope

Zip Intake-to-Procure simplifies the procurement process by efficiently collecting and managing vendor information, purchase requests, and other relevant data. It addresses business issues related to manual and time-consuming procurement tasks, streamlining the workflow. My scope of use ranges from vendor onboarding to purchase requisitions to submitting documents for signatures between vendor and supplier through another platform implemented with Zip Intake-to-Procure (Ironclad).

Pros

Streamlining processes
User friendly
data collection

Cons

Offer more customization options for users
Enhancements in integration capabilities with other procurement tools
more options for users with specific and unique procurement needs

Likelihood to Recommend

Zip Intake-to-Procure is well suited in areas where standardizing and streamlining procurement processes are key such as small to medium-sized businesses or departments with strictly purchasing needs. It excels in collecting and managing vendor information, purchase requests and basic procurement data efficiently. Zip Intake-to-Procure may be less appropriate in large businesses with highly complex and specialized procurement requirements.

Francene Bernal

Procurement Specialist in Finance and Accounting at Seismic (1001-5000 employees)

Vetted Review

1 year of experience

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Highly customizable & easy to use

Rating: 9 out of 10

Incentivized

November 7, 2023

Use Cases and Deployment Scope

We use it to manage all new purchase requests. The platform's ability to allow conditional logic for questions and customizable workflows ensure we are capturing all of the pertinent & relevant information for each request type and enable us to only have the necessary approval steps for each request type as well. From a user perspective the platform is easy to learn and use. From an admin perspective, it was been relatively easy to pick up on how to customize the different aspects of the platform.

Pros

Customizable workflows
Ease of use
Reporting on request details
Conditional logic within workflows

Cons

More automation between intake form and request fields/vendor fields
Customizable emails
Complex question logic (automate responses based on other fields)

Likelihood to Recommend

This has been a great tool for us to manage our purchase requests and approval workflows. The platform is highly customizable, which makes it work perfectly based on our internal processes. We are also working to build out vendor risk questionnaires within the platform to help consolidate the amount of tools used throughout the procurement process and provide more visibility into what is happening during our security reviews. We're excited to consolidate other processes we have within Zip Intake-to-Procure to streamline the end-to-end procurement process.

Ashley Ward

at Everlaw (201-500 employees)

Vetted Review

1 year of experience

Zip into a new procurement tool!

Rating: 5 out of 10

Incentivized

October 20, 2023

Use Cases and Deployment Scope

We're a mature start-up that just recently implemented Zip Intake-to-Procure to rollout a more formal Procurement tool to help with vendor spend management. Previously, we were doing it off Netsuite (our ERP tool), and there was no centralized place to provide insights on open POs, committed spend, etc. Zip Intake-to-Procure now allows us to track spend at the vendor level and tie invoices back to specific POs

Pros

Admin level access is easy to use
Helpful to see SLA times by approval org
Provides good visibility for PO submitters to see where their PO currently is on the approval process

Cons

There are some duplicated fields such as anticipated total spend vs. price line item breakdown that asks for the same thing. This is a little bit tedious
Does not show which invoices got processed and applied to open POs
Does not integrate / migrate special custom fields within Zip Intake-to-Procure into other tech stacks (NetSuite)

Likelihood to Recommend

I think Zip Intake-to-Procure would be a good option for smaller companies that don't need a lot of custom configuration and functionality. Additionally, if invoicing visibility and details are critical to users, Zip Intake-to-Procure may not be a strong candidate.

However, Zip Intake-to-Procure is constantly working on new capabilities and rolling out new features communications via their platform, so it's encouraging to see that they are incorporating feedback and building out stronger usability.

Verified User

Team Lead in Finance and Accounting (501-1000 employees)

Vetted Review

1 year of experience

Zip is a Game Changer!

Rating: 9 out of 10

Incentivized

October 13, 2023

Use Cases and Deployment Scope

My company did not have a procure-to-pay solution previously and used e-mail for manually routing approvals. Zip is a game changer for providing a consistent intake form and for providing visibility into each request. Zip is easy to configure and customize conditions that fit your company needs. The workflow visibility is very helpful so everyone can see status of a request and what steps are remaining. Zip also makes vendor onboarding easy and has helped transform this manual process into a seamless electronic experience for our supply base.

Pros

Vendor Onboarding
Workflow Visibility
Spend Insight

Cons

Customized Invoice Reporting

Likelihood to Recommend

Zip is well suited for the majority of indirect purchases. It is perfect for software purchases and allows governance areas, such as IT, Security, and Legal, to be involved int he approval process. We have found it difficult for use on direct purchases or anything that requires a robust receiving process.

Verified User

Manager (201-500 employees)

Vetted Review

1 year of experience

Solid UI

Rating: 8 out of 10

Incentivized

October 12, 2023

Use Cases and Deployment Scope

We use ZIP to handle all procurement requests. It allows anyone in the Org to submit a request and then allows the requester to easily track the approval flow process.

Pros

Good UI
Opens up access to everyone in the company
Connects to billing and allows for PO creation

Cons

Takes a bit of training to become comfortable making changes
No direct general chat box with the vendor

Likelihood to Recommend

Well suited for companies that want to allow any employee to submit a request. ZIP can be tricky to use for employee reimbursement or unique contracts that don't necessarily have a contract tied to it.

Verified User

Manager in Finance and Accounting (1001-5000 employees)

Vetted Review

1 year of experience

Most valuable tool in the procurement stack

Rating: 10 out of 10

December 12, 2022

Use Cases and Deployment Scope

We use Zip Intake-to-Procure to manage our procurement process. We process all purchase requests as well as virtual card requests through the Zip Intake-to-Procure platform and take the user through all stages of approval (security, IT, legal, and finance). Zip Intake-to-Procure allows us to give visibility to our employees on where their request is at all times and helps us measure SLAs for everyone involved.

Pros

No coding - Ability for the administrator to make changes without development resources helps us be agile as a procurement org.
Visibility to the user in a great user interface
Accountability (helps us track SLAs on response time), Audit trails keeping track of everything
The implementation team was incredible, as is ongoing support. They want you to succeed in your goals vs. just implement their tool

Cons

Netsuite integration is great but could be better
The credit card functionality is usable but could improve the dashboards here

Likelihood to Recommend

Zip Intake-to-Procure is a modern platform and fits perfectly with the way SaaS companies operate now. The product gives viability to our users and everyone involved in the procurement process, allowing procurement to focus on adding value vs. pushing paper. Their product team pushes out improvements weekly. Zip Intake-to-Procure is so customizable, but the implementation didn't even take that long and wasn't onerous + the Zip team held our hand throughout implementation in a way I have never experienced before. Other systems just don't compare.

Chanie Wiesenberg

Director of Finance at Gong.io in Finance and Accounting at Gong (1001-5000 employees)

Vetted Review

1 year of experience

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Zip is an excellent product!

Rating: 9 out of 10

December 2, 2022

Use Cases and Deployment Scope

Intake portal for all company requests. Central hub for spend data/contact documents and great flexibility on building and customizing workflows. Allows for requesters to track progress on their requests and have communication documented for future reference. Lots of integrations allowing ability to leverage automation and the Zip Engineering team is very agile, constantly making improvements to the product based on user feedback.

Pros

Easily customizable
Great support
Ease of use

Cons

Better reporting capabilities

Likelihood to Recommend

Great for building custom workflows designed around business needs. Central location for all approval parties and storage of documentation and notes.

Verified User

Manager in Finance and Accounting (1001-5000 employees)

Vetted Review

1 year of experience

Zip uplevels Procurement functions

Rating: 9 out of 10

Incentivized

December 1, 2022

Use Cases and Deployment Scope

We use Zip for all of our purchase requests. We manage all approvals (Business Leader/Budget Owner, Finance, Legal, Security, Procurement) in the tool and also leverage it for document collection. Zip alleviated visibility issues for requestors around status of their requests and enabled us to reduce cycle times for end-to-end approvals of requests & contracts.

Pros

Ease of setup and use
Highly configurable
Flexible to use for different request use cases
High level of support and a development team that listens to customers

Cons

More robust reporting - ability to configure reports
Can improve ability to interact externally with vendors

Likelihood to Recommend

Zip was created for the intake process and it shows. It's easy to set up and use as an admin and intuitive for submitters of requests. It has a highly configurable workflow engine that is also easy to update and change, even at a request level. It offers clear visibility into status of requests and the company continues to make improvements, both small and large. One area that I would like to see more of is the ability to create walled off sections for different use cases, like security reviews.

Bill Browning

Director of Procurement at Private Company - Marketing Technology (1001-5000 employees)

Vetted Review

1 year of experience