ModuleOptional, included in every planOn in new workspaces

Whoever needs a tool asks through Zizelo, and the purchase goes past the right people

Invite people from the company with the Requester role. They ask from the catalog, follow every step by email and don't see contracts or amounts. If the company already has the tool, the request becomes an access request.

When this module helps

Requests arrive by chat

Someone asks for Canva in chat, someone else asks for Notion by email, and nobody remembers what was approved.

The company pays twice

One team buys what another team already has, because there's nowhere to look before buying.

Nobody knows who approved

The invoice arrives and nobody knows who asked, what for, or whether anyone signed off.

Module

What it does

This module runs on top of Zizelo's core: contracts, people and access and opportunities. It doesn't replace the core and isn't sold separately.

  • Requests start from a catalog with logos, not a blank form
  • What the company already has becomes an access request, not a new purchase
  • The requester can leave the amount blank; an Admin fills it in
  • Security and finance review at the same time; large amounts go to the owner
  • Send back for changes, and an email at every decision
  • An approved request becomes a contract with an owner, already in the inventory

How to turn it on

  1. Turn the module on

    It comes on in new workspaces. Under Settings, in the Modules section, you can turn it off and back on.

  2. Invite requesters

    Under People and access, select people and invite them as Requesters. They join without seeing amounts.

  3. Decide with the inventory in view

    Each request shows whether the company already has something similar. Approving records the contract.

Questions about the module

Do requesters need a paid seat?

No. The plan counts people at the company, not users. Invite as many people as you like as Requesters.

Do Requesters see contract amounts?

No. They only see their own requests and the names of the tools the company already has, to request access instead of buying.

Can the steps be changed?

The steps follow the annual amount and data use: review always, security with sensitive data, finance from R$ 5k per year and the owner from R$ 20k per year.

Start with the core and turn the module on when you need it

Free up to 100 people. The module is one click away under Settings, at no extra cost.

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Purchase requests · Zizelo module