Procurement Spreadsheet Template

Your Procurement Database at a glance

This template centralizes your entire purchasing process, keeping teams aligned on requests, vendor details, and approvals.

It connects four dedicated tables—Users, Customers, Vendors, and Procurement Requests—so you can link orders directly to specific suppliers and assign managers instantly.

Built-in AI agents automatically assess financial risks, classify vendors, and summarize customer details straight from the web.

Why procurement requests get messy in spreadsheets

Managing hardware, software, and consulting requests across scattered spreadsheet tabs quickly turns into an administrative nightmare.

What a structured database changes

Spreadsheets rely on fragile VLOOKUPs to match vendors with request IDs, leading to broken formulas and lost quote files. In a true database, every column enforces a clear data type—like dates, currencies, and precise file attachments.

You can easily link a specific request to an internal employee and a required vendor without duplicating rows. This is exactly what Softr Databases are designed for.

What you can do with this template

Instantly log and track requests through status stages, from draft to approved and finally delivered.

Automatically categorize your vendors and run instant risk assessments on high-cost requests using native AI agents. Everything is connected and ready to scale.

Who is this Procurement database for

This system is built for operations teams and managers who need to streamline company spending.

• Procurement Managers: Track request statuses, evaluate vendor risk, and approve project budgets efficiently.
• IT Departments: Monitor hardware and software requests from employees to ensure timely fulfillment.
• Operations Leads: Keep all vendor contracts, quotes, and delivery timelines organized in one central hub.

How to take it further

It takes only a few clicks to rename your request statuses or add new vendor categories. Because it is a fully native database, you can freely adjust the structure to match your exact approval workflow.

Easily upload a CSV of your current vendors or connect via API to sync your existing employee directory. Your historical purchasing data will be ready to use in seconds.

When your team needs an internal portal to submit requests, you can easily build an app directly on top of this data.

You can set distinct permissions so that employees only see their own submissions while procurement managers review everything. Starting with a cleanly structured database makes scaling into a powerful internal tool effortless.