Requisition Form Template
Streamline your procurement process with this user-friendly requisition form
A poorly defined requisition process can lead to delays and frustration. This requisition form template is designed for businesses looking to simplify service or item requests while ensuring compliance. With this template, you can facilitate faster approvals, keep a clear record of requests, and enhance communication between departments. Plus, it features accessible and WCAG-aligned labels to ensure everyone can use it effectively. Discover how easy it is to customize and implement this template in your organization.
When to use this form
Use this form when team members need to request goods, services, or internal approvals before a purchase. Examples: Marketing asks for 500 event giveaways; IT requests three monitors with HDMI and ergonomic stands; Facilities needs floor cleaner and mop heads next week. Capturing specs, quantity, cost center, and needed-by date helps approvers act fast and keep budgets on track. If you already know the item and price, route it with a Purchase requisition form. For competitive pricing, send details to an RFQ Form or a scoped services bid via a Request for proposal form. For routine office consumables, a Supply request form may be a better fit.
Must Ask Requisition Questions
- What item or service do you need, including required specs?
A clear description with specs (model, size, materials, SLAs) reduces back-and-forth and prevents wrong orders. It also enables accurate vendor quotes and faster approval.
- Why is this needed, and what outcome will it support?
Stating the business reason and expected outcome helps approvers weigh urgency and value. It ties the request to goals, compliance, or safety needs.
- How many are required, and what is the unit of measure?
Quantity and unit (each, box, hours, licenses) prevent over- or under-ordering. This data improves budgeting, inventory planning, and approvals.
- When is the latest date you need delivery or completion?
A firm needed-by date sets lead times for sourcing, shipping, or scheduling work. It flags rush orders early so teams can plan or suggest alternatives.
- Which account, cost center, or project will fund this request?
Funding details route the request to the right approver and ledger. They ensure costs post to the correct budget and simplify audits.
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