Pipefy Procurement
by Pipefy · Procurement & Sourcing
No-code workflow platform for automating procurement intake, approvals, and procure-to-pay.
- Works with
- NetSuite, SAP, Coupa, Xero, Salesforce
- Deployment
- Cloud
- Company size
- SMB, Mid-market, Enterprise
- Pricing
- Per-user subscription with a free tier
- Founded
- 2015
- Headquarters
- San Francisco, California, USA (founded in Curitiba, Brazil)
Overview
Pipefy Procurement is a no-code business process automation application built on Pipefy's broader workflow platform. It lets procurement and purchasing teams centralize intake, standardize purchase requisitions, route approvals, and manage supplier communication from a single interface without writing code. Requests arrive through configurable start forms (for internal users with workflow access) or public forms (for external stakeholders without a Pipefy account), and each request becomes a card that carries the full history of approvals, negotiations, documents, and messages tied to that requisition.
The platform is positioned as a workflow and orchestration layer rather than a full ERP or dedicated source-to-pay suite. Rather than replacing financial systems of record, Pipefy connects to ERPs and legacy tools so the procure-to-pay process can be coordinated in one place while the ERP remains the system of record for invoices, POs, and accounting. Teams configure stages, conditional logic, SLAs, and automation rules visually, and Pipefy markets AI-assisted process building and AI Agents that can help draft workflows from natural-language prompts and run portions of supplier and approval cycles.
Pipefy is used across procurement, HR, customer service, finance, and other operational functions, so the procurement use case is one application of a general-purpose process platform. This breadth is a strength for organizations that want a single tool spanning multiple departments, and a consideration for buyers who need deep, procurement-specific features (such as native catalog management, contract lifecycle management, or spend analytics) that purpose-built procurement suites provide out of the box.
Screenshots & demo
Demo video from the vendor's YouTube channel.
Features & capabilities
Intake & Requisition Management
Standardized capture of purchase requests.
- Configurable start forms for users with workflow access
- Public forms for external requesters without a Pipefy account
- Standardized request fields to prevent missing information
- Centralized request history per card (communications, approvals, documents)
- Centralized, standardized intake across departments
Workflow Automation
No-code automation of procurement handoffs.
- Visual workflow builder with stages and conditional logic
- Automated approval flows and routing
- Automated email sending and supplier communication
- SLA tracking and automated handoffs between steps
- Automation rules triggered by card events
Approvals & Status Tracking
- Multi-step purchase requisition approval flows
- Status visibility for requesters via desktop or mobile
- Status lookup without requiring a Pipefy login
- End-to-end visibility across the purchasing process
AI & Process Building
AI-assisted configuration and execution.
- AI process builder to create workflows from natural-language prompts
- AI Agents to assist with supplier rounds and approvals
- AI-assisted automation of requests, quotes, and negotiations
Reporting & Dashboards
- Custom dashboards for procurement metrics
- Reports on requests per department
- Expense tracking and cost-saving indicators
- SLA and cycle-time metrics
- Tailored charts for procurement teams
Integrations & Connectivity
- Public REST API for internal and third-party systems
- HTTP/webhook-based direct integrations
- Native connectors for tools such as Slack and GitHub
- iPaaS connectivity via Zapier and similar platforms
- Connections to ERPs including NetSuite and SAP
Common use cases
- Centralizing and standardizing purchase requisition intake
- Automating multi-step purchase approval flows
- Managing procure-to-pay handoffs alongside an ERP
- Running supplier quote and negotiation rounds
- Tracking procurement SLAs, expenses, and cost savings
- Giving requesters self-service visibility into request status
- Coordinating purchasing across multiple departments in one tool
Strengths & considerations
Strengths
- No-code visual workflow builder usable by non-technical procurement staff
- Public forms let external stakeholders submit and track requests without an account
- General-purpose platform spanning procurement, HR, finance, and customer service
- AI process builder and AI Agents for drafting and running workflows
- Orchestration layer that connects to existing ERPs rather than replacing them
Considerations
- Not a full source-to-pay suite; lacks native catalog, CLM, and deep spend analytics that dedicated procurement platforms include
- Reviewers note it can feel inflexible for dynamic or non-routine workflows
- Advanced features and security controls (SSO, 2FA) are gated to higher-priced plans
- Per-user pricing can become costly when many occasional users need access
- Some reviewers cite gaps in integrations with tools like Jira, Notion, and Slack
ERP integrations
Send approved request details to NetSuite and retrieve records to enrich cards; built via API/iPaaS rather than a certified prebuilt connector.
Cited by Pipefy as an ERP it integrates with to manage procure-to-pay; implemented via API/webhooks.
Listed by Pipefy among procurement/ERP tools it integrates with.
Example automation: create an invoice in Xero when a sale is recorded in Pipefy.
Create leads or sync records via integration.
Pricing
Publicly listed tiers: Starter (free, up to limited processes/users/records), Business ($33/user/month), Enterprise ($65/user/month), and Unlimited (custom, contact sales). SSO and 2FA are reserved for Enterprise and Unlimited. A free version is available; confirm current pricing on Pipefy's pricing page. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- Cloud (SaaS)
- Compliance
- SOC 2 Type 2, ISO/IEC 27001:2022, ISO/IEC 27701, ISO/IEC 27018, GDPR, LGPD
- Mobile app
- Yes
About the vendor
- Founded
- 2015
- Headquarters
- San Francisco, California, USA (founded in Curitiba, Brazil)
- Ownership
- Private (venture-backed)
Alternatives to Pipefy Procurement in Procurement & Sourcing
Pipefy Procurement — frequently asked questions
Is Pipefy Procurement a full ERP or procurement suite?
No. It is a no-code workflow automation application that orchestrates procurement processes such as intake, approvals, and procure-to-pay. It connects to ERPs like NetSuite and SAP rather than replacing them, and does not aim to provide a full native source-to-pay suite.
How does Pipefy connect to ERP systems?
Pipefy integrates through its public REST API, HTTP webhooks, and iPaaS tools such as Zapier. It can push approved request data to ERPs like NetSuite and SAP and pull records back to enrich its cards. These are typically API/iPaaS integrations rather than certified prebuilt connectors.
Can external suppliers or requesters use it without an account?
Yes. Pipefy offers public forms that let people without a Pipefy account submit requests, and requesters can check the status of a request from desktop or mobile without logging in.
What security certifications does Pipefy hold?
Pipefy reports SOC 2 Type 2 compliance and ISO/IEC 27001:2022, ISO/IEC 27701, and ISO/IEC 27018 certifications, along with GDPR and LGPD compliance. SSO and two-factor authentication are available on Enterprise and Unlimited plans.
How much does Pipefy cost?
Pipefy publishes a free Starter plan, a Business plan at $33/user/month, and an Enterprise plan at $65/user/month, with a custom-priced Unlimited tier. Confirm current pricing on Pipefy's pricing page, as plans and limits change.
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