Tool Stack Management
-
- Set up and populate your SaaS stack
- Integrate your ERP & Accounting software with Sastrify
- Tool Discovery via SSO (Single Sign-On) integrations
- Set Renewal Dates & Reminders
- Assign and modify Tool Owners
- Upload your SaaS documents into Sastrify
- Sastrify App Support: Assistance at your Fingertip
- Roll out Sastrify across your organization
- Sastrify's Commitment to Security and Privacy Standards
-
- Google Workspace SSO Integration for Tool Discovery
- Enhance organizational SaaS management with HRIS Integrations
- Summary Tab for storing your subscription details
- Use Discovered Page to detect active subscriptions
- Tools and Spend Importer: Easily upload and visualize data in Sastrify
- Align vendor names using the Tool Matching feature
- Add Sastrify App to your Slack workspace
- Manually add a new tool subscription
- Bulk upload of SaaS invoices
- Forward your SaaS documents via email
- Change notification preferences
- Maximizing the benefits of the Overview page
- Manage activities and collaborate using custom tasks
- Task Automation: Streamline the creation of routine tasks
- Archive or delete inactive subscriptions
-
- Utilize Usage Analytics for full usage visibility
- Integrate Pleo with Sastrify
- Validate and fine-tune spend data with the Spend feature
- How to connect Microsoft Dynamics
- How to connect Netsuite
- How to connect Quickbooks
- Import spend data from Candis to Sastrify
- Import spend data from Spendesk to Sastrify
- Import spend data from Pleo to Sastrify
- Import spend data from Moss to Sastrify
- Import spend data from DATEV to Sastrify
- Zoom Usage Analytics Integration Guide
-
- Get Expert Procurement Support for New Purchases and Renewals
- Scope of Service: Custom Benchmarking & Contract Review
- Scope of Service: Negotiation & Renewal Support
- Scope of Service: Custom SaaS Optimization Advisory
- Purchase your SaaS through the SastriMarket
- Control your cloud costs with SastriCloud
-
- ERP & Accounting Integration FAQs
- Discovery via SSO Integration FAQs
- HRIS Integration FAQs
- Usage Analytics FAQs
- Tools and Spend Importer FAQs
- Invoices FAQs
- Achieved & Potential Savings FAQs
- What is SaaS and Sastrify's scope of work?
- Who can invite a new user?
- Who receives the renewal alerts or reminders?
- How does Sastrify work with currencies?
- Is the spend data from accounting export always up-to-date?
- How to work with benchmark prices
- When and how to involve Sastrify in a contract evaluation or negotiation?
- How does Sastrify interact with SaaS vendors?
- How do you handle confidentiality clauses in vendor contracts?
- Does Sastrify handle SaaS contract termination?
- Why is contract data essential for benchmarking and negotiation support?
-
- Connecting your accounting software with Sastrify
- How to assign Tool Owners
- What Sastrify can do for Tool Owners
- How to set renewal dates
- How to set up a company-wide renewal reminder
- How to keep your tool stack updated
- How to set up, activate, and use a Workflow
- How to invite new users to Sastrify
- How to use Procurement Initiatives for new purchase & renewal
- How to collaborate using custom tasks
- Report issues and track procurement involvements
- Best Practices on how to work with Procurement Initiatives
- How to set up direct usage analytics integration
- How to set up SSO usage analytics integrations
- How to work with the Discovered tab
- How to use subscription tags
- Walk-through of the subscription detail page
Manually add a new tool subscription Print
Modified on: Tue, 26 Mar, 2024 at 11:10 AM
Applicable to the following Sastrify plans:
Legacy* | Essentials | Pro | Platinum |
---|---|---|---|
✔ | ✔ | ✔ | ✔ |
* Legacy includes all plans signed before February 29, 2024.
Incorporating additional subscriptions on the go
With Sastrify, you have the flexibility to add and create individual subscriptions manually. Although this isn't the primary method we recommend for setting up your complete SaaS stack during onboarding, as our team typically collaborates with you to establish the entire stack through seamless integration and/or file uploads, manually adding a subscription provides an additional option for quickly incorporating one or two additional tools on the fly.
You can add a subscription manually by going to Tool Stack:
- Click the Actions button on the right hand side of the screen.
- Select "New Subscription".
- A pop-up window will open with the new tool subscription form where you can enter all the details (see below).
- Click the "Add new Subscription" button to complete the process.
Subscription name: Enter the name of the tool you want to add to your stack. Sastrify has a list of over 20k SaaS tools for you to choose from. If you cannot find a match, the platform still allows you to enter a free text to indicate the name.
Subscription costs: Below this, there are two text boxes to enter cost information from last year and this year.
Contract renewal frequency: You can set the renewal frequency to be monthly, yearly, or custom. Based on your setting, you will receive a reminder before your subscription is up for renewal to evaluate various opportunities for commercial negotiation and pricing optimization.
Owner: Select the owner of the tool from the list. If the name is not in the list, you have the option to invite the person to Sastrify and add them later from the subscription page.
Tags: Add tags to serve as identifiers for your subscription, such as: cost centers, departments, etc. Tags are also useful for categorizing and filtering your subscriptions.
Upload documents: Upload documents such as: contract, proposal, and/or DPA related to the subscription. This ensures that the relevant SaaS documents are consolidated and stored in a central location. For more details on uploading documents, please see this article.
Did you find it helpful? Yes No
Send feedback