Save a purchase request as a reusable template

What it does

If your team raises the same shape of PR every month — AWS top-up, office snacks, contractor day-rates — retyping the supplier, lines, and justification each time is wasted motion. Templates let you save any existing PR as a named blueprint, then clone it into a fresh draft in one click. The supplier, justification, notes, department, and every line on the source PR are copied; the new PR comes in with status='draft' and date=today so you can tweak quantities or prices before submitting.

Templates are scoped per entity. Two entities sharing a tenant each maintain their own template list.

How to use it

1. Open the PR you raise often and click Save as template in the actions bar.
2. Give it a name you'll recognise on the picker (e.g. Monthly AWS top-up, Team lunch — Friday). Save.
3. Next time you need to raise the same PR, open Procurement → Purchase Requests and click Templates in the toolbar.
4. Pick the template and click Use. The system clones the header + lines into a new draft PR and opens it for edit.
5. Adjust anything that varies — usually the unit price or quantity. Submit for approval as normal.
6. To clean up stale templates, open the Templates picker and click the delete icon next to the row.

Tips

• Save the template once the source PR is in its final shape — if you template a draft and then edit the draft, the template doesn't update. Treat it as a snapshot.
• The clone resets the date and status; the approval policy still runs from scratch on the new PR. Templates don't skip approval.
• Justification copies across verbatim. If it references a date or period ("renew DataDog for Q1"), update it on the clone before submitting.
• Templates don't carry attachments — re-attach quotes or supplier emails on the new PR if you need them on the audit trail.

Related

• Raise a purchase request
• Send a purchase order to a supplier
• Configure an approval policy