Procurement 60-day free trial

Note: This article covers the Procurement free trial for Ramp Plus customers. If you already have Procurement as part of your plan, see Getting started with Procurement for setup guidance.

Overview

Ramp Plus customers can try Procurement free for 60 days — no payment method required and no sales conversation needed. The trial gives you full access to Procurement functionality, including Spend Programs, purchase requests, approval workflows, and purchase order (PO) management.

Procurement helps you review spend upstream so every dollar is pre-approved before money is committed. With guided intake and automated compliance checks, your team can run procurement up to 3x faster.

Key highlights of the trial:

Full Procurement add-on functionality with no usage limits
Self-serve activation — start immediately from your Ramp dashboard
No billing during the trial — your trial ends automatically after 60 days with no charge
Talk to sales at any time during the trial if you want custom pricing

Note: The Procurement trial is available to fully subscribed Ramp Plus customers, including Legacy Plus. Customers on Free plans, Plus trials, or Legacy Procurement are not eligible.

Procurement landing page with Start free 60-day trial button and a sample Office Equipment request form

How it works

Step 1: Navigate to procurement

Go to Manage spend > Procurement. If you have not activated Procurement yet, you will see the Procurement landing page with options to start a free trial or request custom pricing.

Step 2: Start your free trial

Click Start free 60-day trial. You will see a confirmation screen with a timeline of your trial:

Today: Your trial starts immediately. No payment method is required.
During your trial: Test everything risk-free. There are no limits, no restrictions, and no data lock-in. You keep access to your data after your trial ends.
After 60 days: Your trial ends automatically — no need to cancel.

Procurement trial confirmation screen showing timeline: start today, test risk-free, ends after 60 days

Step 3: Create a procurement program

After activating your trial, you will land on the Try out Procurement page. Your first step is to create a procurement program. Programs let you build custom intake forms and approval workflows for different types of spend (e.g., software, office equipment, marketing).

Click Create a program to set up your first intake form with custom questions, vendor fields, and approval routing. See Configuring Procurement Workflows for more information about approvals.

Try out Procurement page with getting started steps and Create a program button

Step 4: Submit requests

Once your program is live, employees can submit procurement requests through the intake form.

Both admins and employees can use the global "New" menu and select "Request".

Global New menu dropdown with Request option highlighted

Step 5: Approve requests

Requests route through your configured approval workflow so the right stakeholders review each purchase before it is committed.

Requests page showing a pending request with approval status and action buttons

Step 6: Pay for purchase orders

After a request is approved, Ramp generates a purchase order. You can match bills to POs directly or let Ramp AI auto-match them for you in Bill Pay. As bills are paid, the PO updates dynamically.

See Bill Pay overview for more information about Bill Pay.

Role-based functionality

For Admins

Start the trial: Only admins can activate the 60-day Procurement trial.
Create and manage programs: Set up Spend Programs with custom intake forms, approval workflows, and vendor fields.
Set up and manage procurement approval workflows: Configure the approval rules inside each program (who needs to approve which requests and when).
Monitor trial status: Admins receive automated email reminders before the trial expires (at 14 days, 7 days, and 1 day remaining). In-app banners also display the trial status.
Talk to sales: Access the Get custom pricing option at any time to discuss adding Procurement to your Ramp Plus plan. Sales can also help you get set up with procurement configuration.

For Employees

Submit requests: Use the procurement programs your admin has created to submit purchase requests.
Track request status: Monitor your requests as they move through the approval workflow.

Use cases and examples

Software procurement

Your team needs a new project management tool. An employee submits a request through your software procurement program, specifying the vendor, number of licenses, and cost. The request routes to the IT manager and finance lead for approval. Once approved, Ramp generates a PO and tracks payments through Bill Pay.

Office equipment

A department needs new office furniture. The office manager submits a request through a general procurement program with line items (e.g., 10 Eames aluminum group chairs at $2,715 each). Approvers review the request, and once approved, the PO is generated with full cost tracking.

Marketing spend

Your marketing team wants to engage a new agency. They submit a procurement request with the vendor details, contract terms, and budget. The request goes through your approval workflow, and Ramp creates a PO that automatically tracks invoices against the approved amount.

Best practices and tips

Create your first program within the first week. The sooner you set up a procurement program, the more time you have to test the full workflow — from request to payment — during your trial.
Start simple. Begin with a general procurement intake form to get your team comfortable with the workflow. You can expand to category-specific programs (e.g., software, hardware, services) as needed.
Set up approval routing early. Make sure the right stakeholders are configured as approvers before employees start submitting requests.
Use policies to speed up decisions. Add policies to surface key information automatically during approvals. Go to the Automate your workflow section on the Procurement page to configure policies.
Match bills to POs in Bill Pay. Once a PO is generated, you can drop bills directly into the PO or let Ramp AI auto-match incoming invoices. This gives you real-time visibility into spend against approved amounts.

Frequently asked questions

Who is eligible for the Procurement trial?

The trial is available to fully subscribed Ramp Plus customers, including Legacy Plus. Customers on Free plans, Plus trials, or Legacy Procurement are not eligible.

How long is the trial?

The trial lasts 60 days from the date you activate it.

What features are included?

You get full Procurement add-on functionality with no usage limits. This includes Spend Programs, procurement requests, approval workflows, purchase order management, policies, automated vendor onboarding, renewals, integration with CLMs, and three-way matching.

Do I need to provide a payment method to start the trial?

No. You can start the trial without providing a payment method or speaking to sales.

Will I receive reminders before my trial ends?

Yes. Admins receive automated email reminders at 14 days, 7 days, and 1 day before the trial expires. In-app banners also display your trial status.

Can I talk to sales during the trial?

Yes. The Get custom pricing option is available throughout your trial. You can reach out to sales at any time to discuss adding Procurement to your plan.

What happens when the trial ends?

Your account returns to your standard Ramp Plus plan. You will not be billed. Procurement functionality is gated after the trial:

You cannot create or edit procurement programs.
You cannot submit new requests.
You can continue using existing purchase orders.

To regain full Procurement access, talk to your account manager about adding Procurement to your plan.

Can I keep my data after the trial ends?

Yes. There is no data lock-in. You keep access to your data after the trial ends, and existing purchase orders remain active.