Product Update: "Other" Workflow Template Type Now Available

Hi there, now live is a new workflow plan type called "Other"!

Unlike the "New Purchase" and "Renewal" templates, this workflow plan has no required questions or steps so you can use it for procurement-adjacent processes that do not result in contracts, like NDA collection or security reviews.

​How it Works:

When clicking the "Create template" button on the workflow templates page you will see "Other" as a new workflow type. The only requirement you will see is that the template has an intake form by default. This intake form is blank for you to customize as you see fit.

For more details, see this help article.