Procurement Process, Support & Insights
-
- Set up and populate your SaaS stack
- Integrate your ERP & accounting software with Sastrify
- Uncover SaaS Usage and Shadow IT with SSO Discovery Integrations
- Admin Installation Guide: Sastrify Browser Extension for Google Chrome
- Admin Installation Guide: Sastrify Browser Extension for Microsoft Edge
- Manual Installation Guide: Sastrify Browser Extension for Google Chrome
- Manual Installation Guide: Sastrify Browser Extension for Microsoft Edge
- Set renewal dates & reminders
- Assign and modify tool owners
- Upload your SaaS documents into Sastrify
- Sastrify App Support: Assistance at your fingertip
- Sastrify's commitment to security and privacy standards
- Getting started guide: Fast and easy way to self-onboard your Sastrify platform
-
- Google Workspace SSO integration for subscription discovery
- Enhance organizational SaaS management with HRIS Integrations
- Summary tab & Contract AI for storing your subscription details
- Use discovered page to detect new subscriptions
- Tools and Spend Importer: Easily upload and visualize data in Sastrify
- Align vendor names using the Tool Matching feature
- Add Sastrify App to your Slack workspace
- Manually add a new subscription on the go
- How to bulk upload your invoices
- Forward your SaaS documents via email
- Change notification preferences
- A quick glance at your stack using the overview page
- Manage activities and collaborate using custom tasks
- Task Automation: Streamline the creation of routine tasks
- Sunset or delete inactive subscriptions
-
- Workflows: Automate procurement processes with consistency
- Requests: Streamline procurement process and internal approval
- Get expert procurement support for new purchases and renewals
- How to submit and track Procurement Requests via Jira Integration
- Scope of service: Custom benchmarking & contract review
- Scope of service: Negotiation & renewal support
- Scope of service: Custom SaaS Optimization Advisory
- Vendor Insights: Tool-specific information at your fingertips
- Purchase your SaaS through the SastriMarket
- Control your cloud costs with SastriCloud
-
- Usage Analytics: Full visibility into usage and cost optimization
- Okta Discovery and Usage Analytics Integration Guide
- How to integrate Pleo with Sastrify
- Spend Import: Validate and fine-tune your imported spend data
- How to connect Microsoft Dynamics 365
- How to connect NetSuite
- How to connect Quickbooks
- Export spend data from Candis to Sastrify
- Export spend data from Spendesk to Sastrify
- Export spend data from Pleo to Sastrify
- Export spend data from Moss to Sastrify
- Export spend data from DATEV to Sastrify
- Export spend data from Ramp to Sastrify
-
- Configure and manage your authentication settings
- Understanding user roles and permissions
- Configuring Microsoft SSO Authentication for Sastrify
- Configuring Okta SSO Authentication for Sastrify
- Configuring JumpCloud SSO Authentication for Sastrify
- Configuring Cisco Duo SSO Authentication for Sastrify
- Configuring OneLogin SSO Authentication for Sastrify
- Configuring Cloudflare SSO Authentication for Sastrify
- Having trouble logging in?
-
- ERP & Accounting Integration FAQs
- SSO Discovery Integration FAQs
- Browser Extension FAQs
- HRIS Integration FAQs
- Usage Analytics FAQs
- Contract AI & Subscription Details FAQs
- Tools and Spend Importer FAQs
- Invoices FAQs
- Achieved & Potential Savings FAQs
- Form component guide for Sastrify form builder
- What is SaaS and Sastrify's scope of work?
- Who can invite a new user?
- Who receives the renewal alerts or reminders?
- How does Sastrify work with currencies?
- Is the spend data from accounting export always up-to-date?
- How to work with benchmark prices
- When and how to involve Sastrify in a contract evaluation or negotiation?
- How does Sastrify interact with SaaS vendors?
- How do you handle confidentiality clauses in vendor contracts?
- Does Sastrify handle SaaS contract termination?
- Why is contract data essential for benchmarking and negotiation support?
Get expert procurement support for new purchases and renewals Print
Modified on: Wed, 17 Sep, 2025 at 1:55 PM
When making any procurement decision, whether it is to purchase new tools or renew existing ones, you have the option to enlist Sastrify's support and involve our IT buyers in your process.
This will trigger the creation of a procurement support request. Through this request, an IT buyer from Sastrify's experienced procurement team will assist you in completing specific tasks within your procurement initiative. The types of tasks or involvements that fall within our scope of services include
IN THIS ARTICLE
- How to request new procurement supports
- Involving Sastrify from the procurement support page
- Procurement support detail page
- Involving Sastrify from Jira by Using Sastrify-Jira Integration
How to request new procurement supports
There are two entry points to submit the creation of a new procurement support by involving Sastrify:
- Primary: From the dedicated Procurement Support page in the left-side menu by selecting Involve Sastrify.
- Secondary: From the Requests page by selecting New Request.
What distinguishes these two entry points?
Both entryways serve the same purpose: initiating a Procurement Support request to engage our IT buyers for services such as negotiation support or custom benchmarking. There is no difference in outcome between the two.
The primary method provides direct access to the dedicated Procurement Support page, where all support requests are ultimately centrally organized and tracked. The secondary method is simply an alternative entry point via the Requests page, which is primarily designed for organizing internal procurement initiatives and processes.
Involving Sastrify from the procurement support page
Regardless of the entry point you choose—whether through Procurement Support in the left-hand menu or via the Requests page—to start a new procurement support:
- Choose the appropriate use case: new purchase or renewal.
- Select the type of involvement or support needed: benchmark request or negotiation support.
- This action will open an input request form, with content tailored to your previous selections.
- Fill out all the information on the form. The more complete, the better.
- At the bottom of the page, you can also add other users or stakeholders who should be notified about the progress of the request.
- Finally, click "Submit" to send your request.
- Once submitted, the new support request will appear in the tracking table on the main Procurement Support page, and our IT buyer team will be immediately notified to begin working on it.
To ensure the best service and streamline the procurement process, please always:
Upload all relevant documents (e.g., current contracts, quotes, proposals, invoices, or any other useful files).
Provide complete and accurate information by filling out all input fields with clear and precise details.
A well-prepared request allows our IT buyers to start immediately, minimizing delays caused by back-and-forth communication and ensuring a faster resolution.
Now, the Procurement Support page itself is built around four key components:
“Involve Sastrify” Button—For starting a new procurement support request.
Search Bar— Quickly find specific requests in the table below by entering keywords.
Tracking Table—View all submitted procurement support requests. You can sort, filter, or adjust columns to customize your view. Each request appears as a clickable line item that opens its detail page, where you can use the Conversation tab to collaborate directly with your assigned IT buyer.
Active & History Tabs—The Active tab shows ongoing requests, while the History tab archives closed requests for easy reference.
Each procurement support request also includes a status, keeping you informed of its latest development:
Open—Automatically set when the request is created.
In Progress—Indicates the request is actively being worked on.
Pending—Requires a specific action from the customer.
Closed—The request has been resolved and remains in the tracking table for reference.
Procurement support detail page
Each procurement support listed in the tracking table is clickable, allowing you to open its detail page, which consists of two tabs:
1. The Conversation tab enables seamless communication with your assigned IT buyer and internal colleagues by tagging them in discussions.
Use this space to post comments, share status updates, and exchange important information related to your request. Additionally, you can edit or delete any comment by clicking the three-dot button next to each entry.
2. The Overview tab provides a detailed summary of the procurement support request based on the information entered in the submission form.
This tab also displays any uploaded files, such as contracts or order forms, and allows you to upload additional files at any time for better documentation and collaboration.
Involving Sastrify from Jira by Using Sastrify-Jira Integration
For Jira users, Sastrify is equipped with an integration that connects the two applications, whose function is to allow tool owners to create and manage procurement support requests directly from their Jira environment without having to log in to Sastrify. For more information on how to install the Jira app and use the functionality, please read this article.
Did you find it helpful? Yes No
Send feedback