What's included
Requisition to PO
without leaving the platform
What's included
The problem with
requisitions stuck in spreadsheets and email
Employees email a manager for approval, then email finance, then wait to find out whether a PO even exists. Spend commitments happen off-system, so budgets get surprised after the fact.
SmartDocs gives every requester a catalog to shop from, a budget check before submission, and a PO that dispatches automatically once approved.
Deliverables
What's included
Strategy
Understanding what your team needs to requisition, approve, and purchase.
- Catalog & category mapping
- Success criteria definition
- Budget & approval rules review
Build
Configuring catalogs, budget checks, and approval workflows.
- Catalog & punchout setup
- Budget check configuration
- QA & testing checklist
Handoff
Enabling your team to requisition, approve, and purchase with confidence.
- Technical documentation
- Team training
- Operational runbook
Support
Ongoing tuning of catalogs, budget rules and approval thresholds.
- System monitoring
- Iteration cycles
- Performance adjustments
How we work
A process built for results
Clear milestones and hands-on support, from discovery through go-live.
Discovery & Success Criteria
We review your current requisition and purchasing process and define clear goals for the rollout.
Map Catalogs + Approval Rules
We map your catalogs, budget rules, and approval chains, and plan the configuration needed to support them.
Build + Test + Security Review
We configure catalogs and budget checks, test approval flows, and review security and access controls at every stage.
Launch + Monitor + Iterate
Go live confidently. We monitor performance, catch issues, and optimize based on data.
Procurement Management in action
See what's possible
Real requisition-to-purchase-order scenarios
Catalog Requisition to PO
- PO issued in minutes, not days.
Budget Check Before Submission
- No surprise overspend.
Three-Way Match at Receiving
- Invoices match POs automatically.
FAQ
Common questions
Everything you need to know before we start working together.
What is SmartDocs?
SmartDocs is a govtech company that builds an intelligent, AI-powered spend management platform for public sector procurement, unifying sourcing, contracts, procurement, payables and documents in one place, so teams manage spend end to end with AI-assisted workflows.
Which modules does the platform include?
SmartDocs spans Smart Sourcing, Smart Procurement, Smart Payables and Smart Planning, covering the full spend management lifecycle from vendor onboarding and solicitation to purchasing, invoices and payments.
Does SmartDocs integrate with SAP and our other systems?
Yes. SmartDocs offers deep SAP integration (ECC and S/4HANA) and connects with other ERPs, storage systems and business tools, keeping your data transparent and accurate across your existing stack.
Can SmartDocs be deployed in the cloud or on-premise?
Both. SmartDocs supports flexible deployment: cloud SaaS for scalability and accessibility, or on-premise for organizations that need more control and customization.
How does SmartDocs handle security and compliance?
Security and compliance are built into the platform, with controls that support financial integrity and reduce compliance risk. See our Trust Center for details on how we handle and protect your data.
Who uses SmartDocs?
State and local public procurement teams, plus enterprises across manufacturing, life sciences, tolling and finance, from CFOs and controllers to procurement officers and AP managers.
How does the AI help day to day?
How do we get started?
Book a discovery call and we'll review your current spend management workflows, map the highest-impact areas, and outline a phased rollout tailored to your systems and goals.