How ProcureTrail Works

From procurement request to audit-ready packet in 5 simple steps. Built around Chapter 30B requirements so you don't have to think about compliance.

01

Create a Procurement

Enter the basic details: title, description, estimated amount, and funding source. ProcureTrail automatically detects the correct procurement lane based on Chapter 30B thresholds.

  • Auto-lane detection ($10K-$100K triggers quote requirements)
  • Configure funding source and charge codes
  • Link to ERP requisition or PO numbers
  • Assign to org unit (school/department)
Classroom Technology Supplies
$15,500
Quote Lane Detected (3 quotes required)
02

Solicit Vendors

Log every vendor contact — emails, phone calls, web quotes. Track responses and non-responses alike. This creates the solicitation log auditors expect to see.

  • Record vendor name, contact method, and date
  • Track response status (quoted, declined, no response)
  • Auto-convert solicitations to quotes when vendors respond
  • Vendor directory integration for quick lookup
Solicitation Log
TechSupply CoEmailJan 10Quoted
EduTech DirectPhoneJan 10Quoted
SchoolGear PlusWebJan 11Quoted
Office DepotEmailJan 10No Response
03

Record Quotes & Award

Enter quote details from each responding vendor. Select the winning vendor — ProcureTrail highlights the lowest quote and prompts for justification if you select a higher one.

  • Enter vendor, amount, and date for each quote
  • Upload quote PDFs as attachments
  • Lowest-quote highlighting
  • Justification workflow for non-lowest selection
Quotes Received
TechSupply Co$16,200
EduTech Direct✓ Lowest$15,500
SchoolGear Plus$17,100
04

Submit for Approval

Route the procurement through your district's approval workflow. Approvers see all documentation in one place and can approve with a single click.

  • Configurable approval chains per district
  • One-click approve/reject with comments
  • Email notifications (coming soon)
  • Complete audit trail of all approvals
Approval Status

Sarah Chen

Purchasing Director • Approved Jan 20

Mike Johnson

Business Manager • Approved Jan 22

Fully Approved
05

Export the Audit Packet

Generate a complete procurement packet in one click. The ZIP file contains everything an auditor needs — ready to attach to your ERP record.

  • Packet.pdf with complete summary
  • SolicitationLog.csv, QuoteLog.csv, EventLog.csv
  • All attachments in organized folders
  • SHA-256 manifest for tamper detection
procurement-FY26-0042.zip
📄Packet.pdf
📊SolicitationLog.csv
📊QuoteLog.csv
📊EventLog.csv
📁attachments/

See it in action

View a sample export packet to see exactly what ProcureTrail generates.