C
Coupa
Send vendor paper to review from an open Coupa request, and let procurement clear what the playbook allows.
Category
Procurement
Works with
Coupa Procurement and Contract Management
Set up by
A Coupa integration admin
Setup time
About 30 minutes
What it does
Review from the request
Procurement attaches vendor paper to a request and sends it to Proviso without leaving Coupa.
Procurement clears what it can
Edits the vendor playbook already allows can be accepted by procurement on its own. The rest goes to legal.
Approval back in Coupa
When the review is done, the request moves to the next approval step with the redline attached.
How to set it up
A Coupa admin sets up the connection and picks which request types go to legal.
1
Create the connection
In Coupa, add Proviso as a connected app and copy the API key it creates.
2
Connect your workspace
In Proviso, open Settings, then Integrations, and paste the key.
3
Choose request types
Pick which request types and spend levels send vendor paper to review.
4
Add the approval step
Add Proviso review to the approval chain for those request types.