Modernizing Procurement Operations
Transform procurement into a strategic advantage. SmartSuite connects sourcing, vendor management, and purchasing workflows in one platform — helping teams reduce costs, improve compliance, and build stronger supplier relationships.

One Platform for Connected Procurement Operations
SmartSuite unifies every stage of procurement — from supplier onboarding to contract management and purchase execution. Streamline collaboration, enforce compliance, and gain visibility into spending, all while optimizing vendor performance across your supply chain.
Supplier Management
Centralize supplier data, certifications, and performance tracking.
Sourcing Management
Standardize sourcing events and streamline vendor evaluations.
Contract Lifecycle
Automate approvals and manage renewals with complete transparency.
Purchasing Visibility
Track purchasing activity, approvals, and payments in one connected workflow.
Core Capabilities of the Procurement Operations Suite
SmartSuite connects procurement, sourcing, and vendor management into one platform that helps teams drive efficiency, ensure compliance, and deliver measurable value.
Execute procurement operations with transparency, efficiency, and controlled spend.
Centralize purchase requests, sourcing activities, approvals, supplier interactions, and procurement workflows in one connected workspace. SmartSuite links procurement activity to budgets, contracts, and vendors—providing real-time visibility, faster cycle times, and confident purchasing decisions across the organization.
Streamline Supplier and Sourcing Processes
Bring sourcing, supplier onboarding, and performance tracking together. SmartSuite automates procurement workflows and improves collaboration with vendors.
Highlights:
- Centralized supplier profiles and documentation
- Configurable RFP templates and evaluation scoring
- Integrated communication and workflow automation


Improve Spend Control and Visibility
Gain real-time insight into spend and supplier activity. Monitor costs, compliance, and opportunities for consolidation through interactive dashboards.
Highlights:
- Spend categorization and analytics
- Automated purchase approval workflows
- Reporting by vendor, category, and region
Manage Contracts and Compliance
Control contract lifecycle management with automation and audit-ready tracking. Ensure obligations are met and renewals never slip through the cracks.
Highlights:
- Contract repository with version control
- Renewal and obligation reminders
- Linked supplier and risk records


Connect Procurement with Finance and Risk
Eliminate data silos between procurement, finance, and compliance teams. SmartSuite creates a single source of truth across all purchasing and vendor activities.
Highlights:
- Integration with finance and ERP systems
- Linked vendor and risk assessments
- Shared dashboards with spend and compliance metrics
Drive Performance and Supplier Value
Use data-driven insights to strengthen supplier relationships and identify areas for improvement.
Highlights:
- Supplier performance scoring and trends
- Benchmarking and continuous improvement tracking
- KPI dashboards for leadership and audit teams

Built For Modern Procurement Teams
SmartSuite brings enterprise-grade procurement management with consumer-grade usability. Choose the rollout path that fits your sourcing and purchasing needs today—and expand as spend categories, suppliers, and governance requirements grow.
Adopt a Single Capability
Begin with Purchase Requests, Supplier Onboarding, or Contract Approvals—prove value fast and expand from there.
Roll Out a Full Category
Enable procurement management end-to-end—connecting sourcing, approvals, supplier data, contracts, and spend tracking in one coordinated system.
Deploy the Entire Procurement Management Suite
Standardize procurement execution with linked suppliers, contracts, approvals, and dashboards—delivering controlled spend, reduced risk, and transparent purchasing across the organization.
See How SmartSuite Streamlines Procurement and Supplier Management
Experience how SmartSuite connects sourcing, contracts, and supplier performance in one system — helping teams collaborate, control costs, and strengthen relationships across the supply chain.
The Connected Value of SmartSuite Procurement Management
Quantifiable improvements achieved when organizations centralize sourcing, vendor evaluations, contract workflows, and spend oversight in SmartSuite.
Source: Deloitte Strategic Procurement Benchmark, 2023 — digital sourcing workflows reduced cycle times by 25–32%.
Faster Sourcing & Supplier Evaluation Cycles
Centralized RFP workflows, automated scoring, and structured vendor assessments shorten sourcing timelines.
Source: Gartner Procurement Operations Efficiency Report, 2023 — automation reduced manual task load by 30–35%.
Reduction in Manual Procurement Administration
Automated approvals, document management, and intake routing reduce repetitive coordination tasks.
Source: McKinsey Procurement Visibility Study, 2022 — centralized dashboards improved transparency by ~25–30%.
Higher Visibility Into Spend, Contracts & Supplier Performance
Unified procurement dashboards provide clear insight into spend categories, contract obligations, and supplier KPIs.
Source: PwC Procurement & Contract Governance Report, 2023 — digital controls improved compliance accuracy by 30–40%.
Greater Compliance & Risk Control Across Procurement Lifecycles
Centralized documentation, review workflows, and supplier governance reduce compliance gaps and sourcing risks.
Key Benefits of the Procurement Management Solution Suite
Procurement teams require structured sourcing processes, clear visibility, standardized evaluations, and tightly governed vendor relationships. SmartSuite unifies procurement activities into one platform—reducing risk, increasing efficiency, and optimizing spend.
Strategic Sourcing Visibility & Spend Intelligence
Centralize RFPs, RFQs, supplier evaluations, contracts, and decision records.
Track spend by category, vendor, and business unit with real-time insight.
Monitor quality, delivery, cost, responsiveness, and compliance metrics.
Enable Finance, Legal, IT, and Operations to view procurement status live.
Link contracts to spend, renewals, SLAs, and supplier performance.
Track supplier risk ratings and compliance requirements continuously.
Sourcing, Evaluation & Procurement Workflow Efficiency
Route sourcing requests, distribute questionnaires, and collect responses automatically.
Compare vendors objectively using configurable scoring models.
Automate approvals based on spend thresholds and category rules.
Capture and prioritize purchase requests with structured workflows.
Manage versions, obligations, and renewals without manual tracking.
Use AI Assist to generate vendor evaluations and sourcing recommendations.
Governance, Compliance & Supplier Relationship Confidence
Maintain complete histories of reviews, approvals, and communications.
Ensure sourcing follows approved processes and spend controls.
Manage onboarding, certifications, performance reviews, and renewals centrally.
Protect sensitive data with role-based access and audit logs.
Apply repeatable workflows for sourcing, negotiations, and onboarding.
Support multi-region teams, currencies, and local compliance needs.
Simplify Procurement and Empower Collaboration Across Teams
Break down silos between procurement, finance, and operations.
SmartSuite helps you automate approvals, manage supplier data, and track spend in real time — improving accuracy and driving strategic value.
How the SmartSuite Platform Powers Procurement Operations
SmartSuite’s platform centralizes sourcing, supplier management, and procurement workflows in one system. With automation, integrations, and dashboards, procurement teams gain full control and visibility from supplier onboarding to payment approval.
Build sourcing and purchasing workflows that match your organization’s procurement policies — no IT resources required.
A Procurement Manager creates a “Sole Source Justification” approval form in minutes using SmartSuite Studio.
Automate RFP creation, purchase approvals, and supplier notifications to shorten cycle times and ensure compliance.
When a new supplier is approved, SmartSuite automatically notifies Finance, updates the Vendor Register, and triggers contract review.
Draft supplier communications, summarize RFP responses, and generate spend analysis insights.
AI Assist reviews vendor proposals and summarizes key differentiators for stakeholder evaluation.
Connect supplier records, contracts, and purchase requests for full traceability.
A supplier record links directly to related RFPs, contracts, risk assessments, and payment history.
Monitor spend, supplier performance, and sourcing cycle times in real time.
Executives review dashboards showing total spend by category, supplier scorecards, and contract renewal schedules.
Connect SmartSuite to ERP, finance, and sourcing systems to automate data flow.
Purchase order data from SAP or Coupa syncs automatically with SmartSuite for tracking and reporting.
Connect Sourcing, Suppliers, and Spend Data
SmartSuite links sourcing activities, supplier profiles, and contract data into one connected ecosystem. Procurement leaders gain transparency across the entire supplier lifecycle — from vendor qualification to renewal — ensuring compliance and visibility.

Automate Procurement and Approval Workflows
Procurement teams use SmartSuite’s automation engine to streamline repetitive steps — routing approvals, tracking deadlines, and sending notifications. The result: faster sourcing cycles, improved compliance, and stronger collaboration between procurement and finance.

Gain Spend Visibility and Performance Insights
Dashboards deliver real-time insights into supplier performance, contract status, and spend by category. Procurement leaders can spot cost-saving opportunities, assess supplier health, and present accurate data to finance and leadership teams.

AI Assist and Compliance Enhance Procurement Control
AI Assist speeds up vendor evaluations and reporting, while SmartSuite’s built-in compliance and audit capabilities ensure every procurement action is traceable. Together, they empower teams to make informed, compliant decisions with speed and confidence.

The SmartSuite Platform:
Powered by Eight Interconnected Frameworks
The SmartSuite Platform consists of eight interconnected frameworks that provide a foundation for designing, automating, analyzing, and governing connected workflows.
Build structured, relational data models using tables, fields, and records that ensure consistency and scalability across workflows.
Design and tailor workflows visually with structured data models, clear progression, and intuitive interfaces for every step.
Streamline work with triggers, conditions, and multi-step actions that eliminate manual effort and orchestrate end-to-end processes.
Embed intelligence into workflows with AI that analyzes data, supports decisions, and automates complex steps securely.
Platform
Enable contextual collaboration with comments, file sharing, notifications, and external access—all governed by SmartSuite permissions.
Visualize and analyze data using dashboards, charts, and real-time reports that update instantly across your workspace.
Connect SmartSuite to your ecosystem using native integrations, iPaaS connectors, APIs, and webhooks for seamless data flow.
Protect data with role-based access, authentication controls, audit history, and enterprise-grade governance that scales organization-wide.

Security and Governance, Built for Enterprise Scale
SmartSuite provides fine-grained, role-based permissions that protect data without slowing innovation. Define access down to the record, field, or workflow level, enforce compliance with SSO, 2FA, and IP restrictions, and maintain a complete audit trail of every action. With SmartSuite, governance and agility work together — innovation moves fast, and your security moves with it.

Control visibility by user, role, or team.
SSO, 2FA, and IP restrictions built-in.
Track every change for 3+ years.
SOC 2, GDPR, and enterprise governance ready.
Work Seamlessly — Anytime, Anywhere, on Any Device
Stay connected and productive wherever you are. SmartSuite works flawlessly across web, tablet, and mobile, so your team can manage projects, collaborate, and automate workflows in real time — whether in the office, remote, or on the go.

The Platform That Connects Procurement and Finance Workflows
SmartSuite provides a unified foundation for sourcing, contract tracking, and vendor performance management.Automate repetitive tasks, integrate with ERP and finance systems, and manage procurement processes securely from end to end.
Role-Based Capabilities for Higher Education Teams
SmartSuite is built for academic leaders, operations teams, finance offices, research administrators, and campus-wide staff.
Executive Leadership

Chief Procurement Officer (CPO)
Owns procurement strategy, spend governance, supplier performance, and enterprise sourcing priorities.
- Benefit Statement:
SmartSuite gives CPOs real-time visibility into spend, sourcing performance, supplier risk, and savings outcomes — enabling disciplined, measurable procurement execution.
- Benefit Source:
Executive dashboards, vendor scorecards, contract analytics, and audit trails.
Procurement Oversight
Reviews vendor performance, sourcing activity, and contract exposure.
Spend & Risk Visibility
Identifies cost, compliance, and third-party risk trends.
Executive Reporting
Delivers board- and leadership-ready procurement summaries.
Procurement Leadership

Procurement Director / Head of Procurement Operations
Leads day-to-day procurement execution, process governance, and cross-functional coordination across purchasing workflows.
- Benefit Statement:
SmartSuite standardizes procurement processes and approvals, reducing cycle times while maintaining strong governance and traceability.
- Benefit Source:
Intake workflows, automated approvals, notifications, and operational dashboards.
Process Governance
Standardizes request intake, approvals, and sourcing workflows across teams and regions.
Throughput & SLA Management
Tracks cycle times, bottlenecks, and workload capacity.
Cross-Functional Alignment
Coordinates Legal, Finance, IT, and business stakeholders through shared workflows.
Procurement Leadership

Procurement Operations Manager
Manages procurement workflows, documentation standards, approvals, and execution consistency across purchasing activities.
- Benefit Statement:
SmartSuite centralizes procurement operations and eliminates manual follow-up — improving consistency and transparency.
- Benefit Source:
Workflow automation, audit trails, templates, reminders, and dashboards.
Workflow Management
Oversees request routing, review stages, and approval steps end-to-end.
Automation Efficiency
Automates reminders for approvals, deadlines, renewals, and vendor follow-ups.
Operational Reporting
Produces dashboards on backlog, cycle times, and policy compliance.
Vendor, Contracts & Compliance Roles

Vendor Manager / Supplier Relationship Manager (SRM)
Manages supplier relationships, performance governance, compliance documentation, and ongoing operational coordination.
- Benefit Statement:
SmartSuite centralizes supplier profiles, KPIs, and obligations — enabling proactive vendor management and reduced risk.
- Benefit Source:
Supplier scorecards, document tracking, issue workflows, and dashboards.
Supplier Performance Tracking
Monitors SLAs, delivery/quality metrics, and recurring issues.
Compliance Monitoring
Tracks certifications, insurance, SOC reports, and required attestations.
Issue Resolution
Coordinates remediation plans and verifies closure with documented history.
Vendor, Contracts & Compliance Roles

Third-Party Risk Manager (Procurement Partner)
Partners with Procurement to evaluate and monitor supplier risk based on criticality, data access, and regulatory requirements.
- Benefit Statement:
SmartSuite links vendor risk attributes to procurement workflows so risk reviews are consistent, timely, and auditable.
- Benefit Source:
Risk tiering, assessments, evidence management, and issue tracking.
Risk Tiering
Classifies suppliers by inherent risk and assessment requirements.
Assessment Oversight
Reviews questionnaires, evidence, and control requirements for vendors.
Remediation Governance
Tracks corrective actions and validates risk mitigation before approval.
Cross-Functional Stakeholders

Finance Approver / Budget Owner
Reviews spend requests, enforces budget controls, and approves purchasing decisions aligned to financial policy.
- Benefit Statement:
SmartSuite provides Finance clear visibility into spend requests, approvals, and budget impact with full traceability.
- Benefit Source:
Approval workflows, budget tracking, dashboards, and audit trails.
Spend Approval
Reviews purchase requests against thresholds and budget availability.
Budget Governance
Monitors category spend trends and forecast impact.
Audit Readiness
Confirms approvals and supporting documentation are captured consistently.
Cross-Functional Stakeholders

Legal Reviewer / Contract Counsel (Procurement Partner)
Reviews supplier terms, contract language, risk clauses, and compliance requirements before execution.
- Benefit Statement:
SmartSuite streamlines contract reviews and preserves decision history — reducing delays and ensuring governance.
- Benefit Source:
Contract workflows, approval routing, version history, and audit logs.
Contract Review
Reviews redlines, clauses, and legal requirements with full context.
Approval Documentation
Records approvals, exceptions, and conditions with traceable history.
Renewal Governance
Reviews renewal terms and obligations before renewal decisions.
Cross-Functional Stakeholders

Business Requestor / Department Stakeholder
Submits purchase requests and provides requirements to support sourcing and procurement decisions.
- Benefit Statement:
SmartSuite gives requestors transparent status tracking and predictable workflows, reducing follow-up and delays.
- Benefit Source:
Intake forms, request status views, notifications, and dashboards.
Request Submission
Submits standardized purchase requests with required details and attachments.
Status Visibility
Tracks approvals, ownership, and next steps without email chasing.
Requirement Collaboration
Provides scope, specs, and evaluation input during sourcing.
Sourcing & Category Roles

Strategic Sourcing Manager / Category Manager
Owns sourcing strategy for a category, runs competitive events, and negotiates supplier selection and commercial terms.
- Benefit Statement:
SmartSuite provides structured sourcing workflows and transparent evaluation — improving decision quality and speed.
- Benefit Source:
RFP workflows, scoring rubrics, supplier records, and approval routing.
Sourcing Events
Runs RFP/RFQ processes with standardized intake, scoring, and stakeholder input.
Supplier Selection
Documents evaluations, tradeoffs, and selection decisions with full traceability.
Negotiation Support
Tracks terms, approvals, and decision history to reduce cycle friction.
Sourcing & Category Roles

Sourcing Analyst
Supports sourcing execution through data collection, bid comparisons, documentation, and reporting.
- Benefit Statement:
SmartSuite streamlines sourcing analysis and documentation, reducing manual spreadsheets and improving accuracy.
- Benefit Source:
Linked supplier data, scoring models, dashboards, and document repositories.
Bid Comparison
Compares vendor responses using structured scoring and evaluation criteria.
Documentation Prep
Maintains sourcing artifacts, decisions, and evidence for audit readiness.
Performance Insights
Produces analysis on supplier costs, trends, and category performance.
Built for Every Role in Higher Education
Whether you’re an AVP, Institutional Effectiveness leader, Student Affairs director, department admin, or IT stakeholder — SmartSuite provides connected workflows for the work that keeps campuses running.
Flexible Pricing Designed for Every Organization
Whether you’re a growing team or a global enterprise, SmartSuite’s pricing adapts to how your business works.
Choose platform-wide access with user-based pricing or tailor licenses to your organization’s scale and structure with our solution-based model.
User-Based Pricing
provides access to the entire SmartSuite platform under one per-user license, perfect for connected workflows across teams and departments.
Solution-Based Pricing
is purpose-built for enterprises with thousands to tens of thousands of users, offering the flexibility to license only the specific SmartSuite Solutions needed for scale, compliance, and control.
User-Based Pricing: Simplify Access Across Every Team
Our Team, Pro, and Enterprise plans make it easy to scale access across your organization. Each licensed user
can access all SmartSuite solutions — with predictable pricing that grows as you do.
- One per-user license for all SmartSuite solutions.
- Ideal for organizations connecting workflows across departments.
- Seamlessly scalable across teams and business functions.
- Available in Team, Pro, and Enterprise plan tiers.
unified access.
- SmartSuite AI
- Min 3 Billable Users
- Unlimited Solutions
- 5,000 Records per Solution
- 50GB of File Storage
- 30 Days Recycle Bin
- SmartSuite AI
- Min 5 Billable Users
- Unlimited Solutions
- 100,000 Records per Solution
- 100GB of File Storage
- 45 Days Recycle Bin
- Folders
- Gmail and Outlook Integrations
- Advanced Permissions
- SmartSuite AI
- Min 10 Billable Users
- Unlimited Solutions
- 400,000 Records per Solution
- 500GB of File Storage
- 60 Days Recycle Bin
- SSO
- SCIM User Provisioning
- SCIM-Synced User Groups
- Audit Logs
- IP Address Restrictions
- Data Loss Prevention (DPL)
- European Data Residency
- Premium Support
Solution-Based Pricing: Purpose-Built for Enterprise Scale
For global organizations and regulated industries requiring complex governance or large-scale rollouts, SmartSuite offers a Solution-Based pricing model. This model allows enterprises to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for tens of thousands of users, tailored to their exact needs.
- Tailored Licensing — Structure licenses by department, region, or regulatory requirement.
- Purpose-Built for Scale — Designed for enterprises managing thousands of users.
- Customizable Agreements — Includes the ability to tailor terms and access levels to meet unique business needs.
- Enterprise Confidence — Built for large financial institutions, insurers, and global enterprises who require high-performance
and governance.
- Audit Management
- Issues Management
- Operational Resilience
- Business Impact Analysis (BIA)
- Incident Management
- Crisis Management
- Enterprise Risk Management:
- Third-Party Risk
- Vendor Portal
- Cyber Threat Management
- RCSA (Risk & Control Self-Assessment):
- Issues Management
- Business Structure
- Contract Management
- Policy Management
- Regulatory Change Management
- SOC 2 Compliance
- CRI Profile Compliance
- Control Framework & Regulatory Libraries
- Compliance Assessments & Testing
- ESG & Sustainability Management
Compare Our Pricing Models
Frequently Asked Questions
Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.
SmartSuite offers four plan types: Team, Pro, Enterprise, and Signature.
- Team, Pro, and Enterprise Plans use a per-user pricing model with feature and usage limits designed to scale as your organization grows.
- Signature Plan provides per-solution pricing for enterprises that need to license specific SmartSuite Solutions — such as GRC, ITSM, or Procurement — for large user populations with advanced governance and support requirements.
You can start by filling out the partner program registration form here.
By signing up to the Service Provider Partner Program you agree to our terms and conditions.
There is no cost. However, there are additional eligibility requirements to join.
First, you must be a customer of SmartSuite to be eligible to participate in the Service Provider Partner program. We believe it is important for all of our partners to be active SmartSuite users (minimum 5 active account members). It’s difficult to recommend a SaaS product that you do not see value in using yourself!
Additionally, you must have 15+ employees and $1.5M in annual revenue to join our network of solution partners.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
You will be able to work leads through your sales process to a closed-won or closed-lost state.
Flexible Pricing for Institutions of All Sizes
SmartSuite offers EDU pricing options that scale from departments to divisions to institution-wide site licenses — with guest user ratios ideal for faculty and staff collaboration.
SmartSuite Resources
Everything you need to learn, build, connect, and grow with SmartSuite — from expert guidance and self-paced learning to community collaboration and continuous innovation.
SmartSuite Academy
Demo Library
Support
Customer Stories
Feature Requests
Community
Developer Resources
Getting Started with SmartSuite

Learn the SmartSuite layout: workspace, Solutions, Views, Records. See how to navigate, search, filter, and create items to get productive fast.

Understand the Homepage layout: sidebar, header, search, and activity. Pin favorites, review assignments, and launch Solutions with one click. Make it your daily command center.

See your data from every angle. Learn Grid, Kanban, Calendar, and more. Switch views, sort and filter, group records, and save personal or shared views for repeatable workflows.

Explore SmartSuite field types: text, number, date, select, user, files, links, formulas, lookups, and more. Learn when to use each to capture, calculate, relate, and display data clearly.

Your command center: one Dashboard to track goals, tasks, and dependencies. Mix charts with lists, watch trends over time, and click through to fix issues immediately.

Automations do the busywork. Set a trigger, choose actions—notify people, update fields, create records, send webhooks—and let SmartSuite run it whenever conditions are met.

Set permissions once, scale safely. Use solution roles, table permissions, and saved views with filters to expose only relevant records to each team or stakeholder group.

Prompt-driven automations. Provide instructions with placeholders for record fields; AI uses that context to produce exactly what you need, then the automation stores or sends it.

Use Formula fields to calculate values from other fields. Combine math, logic, and text to automate totals, statuses, scores, and dynamic results across records. Quickly.

Use Power Search to instantly find records across fields and Solutions. Combine keywords, filters, and operators to pinpoint exactly what you need in seconds.

Stay informed with SmartSuite notifications. Get real-time alerts for updates, assignments, comments, and changes so you never miss important activity.

Star items you use most to access them fast. Keep important Solutions, Views, and records pinned for quick access and a more focused daily workflow.
Resources to Help You Improve Campus Operations
Explore case studies, assessment guides, operational workflows, and research management templates built for higher education teams.
.jpeg)
.png)


.jpeg)
.png)

.png)
-min.jpeg)
-min.png)