Operations / Free editable template

Purchase approval workflow template

Make a purchase request and its reviews easier to follow. This workflow shows the request, approval decisions, exception handling and records needed before an order is placed.

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No account needed · Opens as your own editable page

Preview the purchase approval workflow

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Purchase approval workflow example showing purchase request and supporting information, approval decisions and revision path, order and record-keeping steps
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Define the information needed

    List the item, business reason, cost and supporting details that a requester must provide. Adapt the example to your procurement process.

  2. Set the review responsibilities

    Replace the sample decision points with your approval roles and thresholds. Explain how an incomplete request is returned and how a rejection is recorded.

  3. Check the final handover

    Show who places the order and where the decision and order reference are recorded. Walk through a request that needs revision as well as one that is approved.

Questions about this template

Can I add approvals based on purchase value?

Yes. Edit the decision labels and add approver steps for the value bands or exceptions used by your organisation.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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