clmSpace
Documentation
Software procurement

Raising a request

A requestor files supplier details and uploads whatever the supplier has provided; clmSpace provisions a dedicated folder and starts the diligence.

The request form

Open Procurement » New request. The form is validated before it submits, and saves a local draft as you type so navigating away does not lose input.

  • Supplier name and optional website.
  • Criticality: Low, Medium or Critical, reflecting the data and operational exposure the supplier carries. Each level carries a “learn more” explanation so the requestor picks the right one, and it shapes the diligence gates later.
  • Purchase channel: Direct or via a third party (reseller). For a third party, the reseller’s name is required.
  • Contracting entity: which of your legal entities is signing.
  • Department: the requesting business function (free text via “Other”).
  • Commitment: Minimum commitment (with an Initial term (months)) or Pay monthly, which records the request as month-to-month.
  • Anticipated spend: used by the spend gate at decision time.

Uploading supplier documents

Attach whatever the supplier provided: Order Form, master terms, DPA, security pack. Accepted formats include PDF (scanned PDFs are OCR’d), DOCX, XLSX, CSV, Markdown and plain text. Each document is made available to the agent in full, so the review reads the complete content of what you upload. See Ingestion.

Bind a Procurement folder first
On submit, clmSpace creates a per-supplier sub-folder inside your bound Procurement folder and stores the uploads there. Bind a Procurement folder in Settings » Document sources so every request has a home for its supplier documents and generated artifacts.