Quick start in 10 minutes

This guide takes you from an empty account to your first approved request.

1. Create a workspace

1. 1Sign up with your work email or a Google / Microsoft account
2. 2Name your company and choose the main language
3. 3Pick a data region (this can't be changed later)

2. Pick a form template

Go to Forms → New and choose "Purchase request". You'll get fields and a sample approval chain.

Tip: start with the one form people use most, then add more.

3. Invite your team

• Send an invite link by email or LINE
• Or turn on directory sync from Google Workspace / Entra ID