Does your business need a prototype component for a machine or a few laptops for new hires? Even if it’s a small request, placing an order is key.
It’s more than just sending an email.
You’ll need to gather details like product descriptions, pricing, approval signatures, and cost center info, then send it to suppliers or internal teams as part of the purchase requisition process. It’s all key to keeping things running smoothly!
That’s where a purchase requisition form template comes in. It’s a quick, ready-to-use solution for placing orders and tracking supplies, essential for any procurement process.
To save you the time and effort of searching, we’ve curated a list of the ten best templates with key features and uses.
Free Purchase Requisition Form Templates for Streamlined Procurement
- What Are Purchase Requisition Form Templates?
- What Makes a Good Purchase Requisition Form Template?
- 10 Purchase Requisition Form Templates
- 1. ClickUp Supply Order Form Template
- 2. ClickUp Team Requests Template
- 3. ClickUp Project Request and Approval Template
- 4. ClickUp Budget Proposal Template
- 5. ClickUp Purchase Order and Inventory Template
- 6. ClickUp Product Order Form Template
- 7. ClickUp Invoice Template
- 8. PDF Purchase Request Form Template by PDF Filler
- 9. PDF Purchase Requisition Form Template by Planergy
- 10. Purchase Requisition Form Template by FormDocs
- Enhance Your Internal Sourcing Processes with ClickUp
Summarize this article for me pleaseWhat Are Purchase Requisition Form Templates?
A purchase requisition form template is a ready-to-use solution with pre-filled fields to simplify your business’s ordering process. While primarily intended to purchase goods or services, it also extends to capital expenditures, office supplies, and maintenance requests.
The key purposes of these templates include:
- Capturing essential details (requester information, required item, and estimated cost) to optimize procurement management and invoice processing
- Streamlining department head and procurement manager approvals for procurement
- Strengthening both internal communications and vendor management relationships
Adopting them also offers several benefits, such as reducing human errors, improving expense traceability, and boosting overall procurement efficiency.
➡️ Read More: Learn About a Day in the Life of a Procurement Manager
🤓 Trivia: Are you confused between purchase requisitions and purchase orders? Though both of them contain similar information, they are not the same. Purchase requisitions are internal documents used to request approval for a purchase, whereas purchase orders are external documents that place orders for goods and services with vendors.
Summarize this article for me pleaseWhat Makes a Good Purchase Requisition Form Template?
When selecting your go-to purchase requisition form template, ensuring it delivers a few essential elements is important. Here’s what every effective solution should have:
- Intuitive and accessible interface: Choose templates with clear, user-friendly layouts to reduce human errors and simplify data entry. Using templates that are accessible from any mobile device also improves flexibility and can expedite approvals
- Customizable fields: Select only those solutions with fields that are easy to adapt and edit. Customizations help you tailor the template for any specific departmental or organizational requirement
- Comprehensive data capture: Filter options with detailed sections and fields for budget codes, vendor details, and cost breakdowns. This enhances transparency and also allows you the freedom to add detailed information for more accurate supplies
- Automated workflows: Prefer templates with approval tracking and automated notifications. Being able to track each request easily helps improve efficiency and eliminates unnecessary manual efforts
- Integration capabilities: Opt for tools and solutions compatible with external systems. Having a connected database, cloud storage, or procurement software ensures seamless data sharing
➡️ Read More: 10 Practical Request for Information (RFI) Templates
🔍 Did You Know? Purchase requisitions follow a standardized workflow to streamline purchasing and improve visibility. While processes may vary across businesses, here are the seven most common steps:
- Submit the purchase requisition form
- Line manager approves the requisition form
- Inventory department checks stock levels
- Purchasing department reviews the request
- Generate the purchase order
- Delivery and assessment of the order
- Invoice payment
Summarize this article for me please10 Purchase Requisition Form Templates
Now that you know what to look for in a purchase requisition form template, it’s time to dive into the options. Here are ten templates that will save time and improve your procurement workflows.
1. ClickUp Supply Order Form Template
Need a solution that maps and tracks your requirements? Try the ClickUp Supply Order Form Template for a pre-designed form to record your business needs.
It visualizes inputs with several dedicated views grouped by status and department. The template even has a Kanban board to manage each supply order based on responsibility and progress.
Key features
- Review or track orders approaching their due date in a single click with its custom views
- Map requests in detail for transparency and accountability with additional details like supplier and requestor information
Ideal for: Teams who manage the purchasing process across multiple departments
➡️ Read More: 10 Free Order Form Templates in Excel & ClickUp
2. ClickUp Team Requests Template
ClickUp’s Team Requests Template is a simple solution for your team’s internal needs. The folder template features a list with three views to map relevant information like request status, priority levels, assignee, requestor, and category.
Its data fields simplify managing everything—from hiring IT experts for repairs to purchasing new assets. The template even visualizes when the request was made to help improve fulfillment.
Key features
- Organize and structure your team’s needs by easily creating multiple templates (e.g., services, asset requests, etc.) in the same space
- Spot and prioritize purchase requirements with clear color-coded task categories and priority levels
Ideal for: Businesses looking to improve their internal request process for services or assets
3. ClickUp Project Request and Approval Template
The next purchase requisition form template is the ClickUp Project Request and Approval Template, simplifying project request management.
It processes each project request with essential task statuses ranging from In progress to Approved. It also maps attributes like the impact and cost required for a project request.
In short, the template is a simple yet systematic approach for managers and team leads to process and approve projects.
Key features
- Save vital information and visualize project data with detailed, customizable data fields
- Add context and improve request tracking with built-in subtasks, comments, and task dependencies
Ideal for: Businesses following a structured approval process for each project request
4. ClickUp Budget Proposal Template
If you need to align purchase requisition with cost control, ClickUp’s Budget Proposal Template is your one-stop solution. It is primarily a document template to optimize proposal creation and review.
The template has five pre-designed subpages, including logistics and personnel, to cover every aspect of business or project cost.
Dividing your budget into clear segment parts also helps you accommodate clearer purchase requests. Plus, it keeps requests routed to the appropriate person and all purchases provisioned, whether IT assets, external services, or even material price lists.
Key features
- Give your proposal and requisition a comprehensive and clear structure with the template’s multiple sub-pages
- Spot critical information easily with customizable data fields and rich formatting features
Ideal for: Businesses and professionals who’d like to balance purchases within clear provisions and budgets
5. ClickUp Purchase Order and Inventory Template
ClickUp Purchase Order and Inventory Template helps businesses align purchases with replenishment needs. It features an Inventory task list to track products, buyers, and priorities. Each task is grouped by inventory stage—from order to stock.
This template also includes a purchase order task list detailing required products, prices, and quantities and maps supplier deliveries. If stock levels drop, teams can instantly raise a purchase order and share it with suppliers for replenishment.
Key features
- Visualize and optimize inventory at every business stage with fourteen different statuses, including payment and consumption
- Allow relevant stakeholders to update purchase order fulfillment or attach goods received notes with real-time editing features
Ideal for: Supply chain functions or a purchasing department that handles direct and indirect materials for their operations
➡️ Read More: 10 Free Vendor List Templates to Manage Contacts
6. ClickUp Product Order Form Template
The ClickUp Product Order Form Template is built for regular components or unique prototypes for efficient procurement. The solution starts with a form view that lets customers submit orders directly. It even captures contact details for traceability and populates your tracker instantly.
This template features dedicated views for new orders so the team can get to work immediately. Team leads have an order issues list to resolve bottlenecks and problem topics quickly.
Key features
- Cut down time-consuming order updation with pre-defined products, categories, and dedicated order issue
- Review customer satisfaction, average delivery times, and shipping costs with AI-powered insights and easy-to-automate data fields
Ideal for: Professionals who need an efficient way to track orders and resolve product requirement workflows
7. ClickUp Invoice Template
Looking for a simple way to settle payments for delivered purchase orders? The ClickUp Invoice Template has got you covered.
Its customizable fields help standardize key details like request numbers, supplier info, and approval terms. A built-in table tracks item descriptions, quantities, and costs for clear and accountable communication.
This purchase requisition form template also has dedicated sections for the company logo, billing info, invoice details, and due dates, which is perfect for simplifying invoice approval and processing.
Key features
- Ensure quick payment follow-ups and seamless closure of purchase requisitions by converting any content into tasks
- Instantly share or export documents into multiple formats with diverse permissions options
Ideal for: Businesses and teams who prefer minimal documentation and information loss in their ordering and invoice processing
8. PDF Purchase Request Form Template by PDF Filler
Looking for a to-the-point purchase requisition form template? PDF Filler’s PDF Purchase Request Form Template delivers just that.
The online PDF has fields for department, vendor, and requestor details. It also includes a table for recording quantities, item descriptions, and prices. This editable PDF must only be filled out and shared with all this information ready.
This template helps requesting departments pass on key information to improve procurement and supplier tasks.
Key features
- Prepare for vendor onboarding more effectively with a dedicated tick box to confirm if it’s a repeat supplier
- Optimize authorization with its quick and clear space for approver information and signature
Ideal for: Businesses who prioritize quick and editable forms in their procurement process
9. PDF Purchase Requisition Form Template by Planergy
Planergy’s PDF Purchase Requisition Form Template is a solution that takes on a software approach to refine the purchase requisition process. It ensures smooth collaboration with detailed fields, automated PO generation, and options to add notes or attach documents.
It also features customizable data fields and conditional logic that can be adapted to specific needs.
Key features
- Save time and effort with its automatic PO generation and approval workflow
- Simplify communication with built-in fields for internal notes and vendor details
Ideal for: Small businesses who want to create in-depth purchase orders quickly
10. Purchase Requisition Form Template by FormDocs
The last one is the Purchase Requisition Form Template by FormDocs, a reliable brand in the electronic form-filling space. This efficient solution opens with clear sections for purchase requisition, company, vendor, and shipping information. It also maps requisition dates, due dates, and budget codes for smooth billing.
The template includes an itemized table for recording quantity, detailed description, prices, and cost total. The G.L. Account number helps map budget utilization against clear cost centers.
Key features
- Align suppliers with your product needs with a dedicated space for special instructions
- Expedite order processing and billing with its requestor and approver signature sections
Ideal for: Organizations who operate on FormDocs and aim to improve their purchase request process
➡️ Read More: 3 Key Types of Procurement Contracts You Need to Know
Summarize this article for me pleaseEnhance Your Internal Sourcing Processes with ClickUp
A purchase requisition form template is a must-have for procurement, whether you’re ordering office supplies or shipments. It helps capture all the important details, improves communication, speeds up approvals, and reduces errors—making everything run more efficiently.
The right template keeps things organized and helps you prioritize tasks and orders after each request.
Partnering with ClickUp is an excellent answer to this. Its integrated task management, in-depth analytics, and vibrant visualization in every template showcase that perfectly.
Ready to enhance your internal sourcing process? Sign up with ClickUp today!
Everything you need to stay organized and get work done.
