Purchase submission request

As the Company grows there are legal matters, costs, and overall visibility into what staff members are signing up for and the reason. This process is to empower you to get back to doing what you do best at Mattermost. This process is to foster awareness and highlight the key steps to moving vendor contracts through the review cycle with minimal disruption to your day to day. To do this, we need your help to address the items and systems we purchase on behalf of the company. Our goal of defining the purchasing process is to guide decision support by reducing the time to execute a contract, while maintaining equitable terms and conditions (T&Cs) that derisk Mattermost.

Procuring a vendor


Step 1: Send for budget approval

The first step to get a contract or vendor approved, is to submit a PO in Airbase. When assessing if the form should be completed, please ask yourself the following questions:
  • Am I trying to purchase a new product or service on behalf of Mattermost?
  • Is this a purchase not covered in How to spend company money?
  • Is this in my budget for the fiscal year?
  • Is the purchase not within my budget this fiscal year?
  • Is there an agreement that needs to be signed?
  • Are there legal T&Cs in the agreement that will bind Mattermost if signed?
If you answer YES to one or more of the questions above, you should submit a PO in Airbase. This way Mattermost is able to track when spending will occur; what legal T&Cs we are binding the company to; manage cash flows; track to fiscal year plan; denote deviations; and ensure correct record keeping for our financial statements and legal contracts. When completing the form, please be sure that:
  1. 1.
    You own the vendor relationship.
  2. 2.
    You have the approvals from your Manager to move forward on the spend request.
Once a PO is submitted, the request is routed to the Procurement Team to process, review and obtain the spending approval.

Step 2: Request contract from vendor

If you did not provide a contract in the PO submission and have received spend approval, ask your vendor contact to send you a Word Document of their contract so that Legal may review and if necessary, REDLINE the agreement. You may reference the legal review process outlined in the Authorization Matrix.
All contracts are to address either Ian Tien (CEO) or Kendra Niedziejko (CFO), and should include the following relevant information:
Contract Signer
Kendra Niedziejko (up to $100,000, or Ian Tien if above $100,000)
530 Lytton Avenue, Second floor Palo Alto, CA, 94301, USA
Office Phone Number*
(650) 667-8512
Invoice Sumbission Email
All Inquiries
  • Please do not use a phone number other than the company number.

Is your contract an MTA?

A signed Mattermost Templated Agreement can usually be provisioned within 24 hours from request. Using non-standard or vendor-papered T&Cs will exponentially increase review. On average it takes 2-3 weeks.

Is your contract or agreement an addendum?

If the agreement is an addendum to the original contract that has already been approved and the addendum does not change pricing, then spend approval is not required again. Instead, please attach the addendum to your PO submission, so that it can be reviewed by Legal. There is no need to follow Step 2 onward.

Is your request for spend under an existing contract?

If the original contract has already been approved by Legal and you are submitting a new order form that only impacts pricing, create a new issue by submitting another PO in Airbase. Additional legal review will not be required.
Legal review is required for most contracts unless the contract adopts Mattermost’s Standard T&Cs or MTA.
[PLACEHOLDER - Link to standard T&Cs]
If the contract cannot be approved, Legal will provide REDLINES, and Procurement Team will negotiate directly with the Vendor.
Please note that the Procurement Team ([email protected]) processes the contracts in the order they are received. Our SLA timeline is one to two weeks, so please plan accordingly when submitting a PO.

Step 4: Send for internal signature

Once the contract is approved, the Procurement Team will prepare the contract for signing.
  1. 1.
    Create a PDF of the fully approved contract.
  2. 2.
    Director or above will initial in DocuSign.
  3. 3.
    Contract sent to CFO or CEO for final signature in DocuSign.
Please note that contracts that don’t go through our internal signing process will take much longer to procure and sign.

Step 5: Send signed contract for counter-signature

Once a contract is signed by Mattermost, a PDF version will be sent to the vendor for counter-signature by either the Procurement Team or Requester (depending on the nature of the vendor relationship) and the Requester will be CC’d on the email for visibility.

Step 6: Upload completed contract

Send the final counter-signed contract to the Procurement Team to file away.

Step 7: Vendor on-boarding and invoice processing

For all vendor on-boarding questions, refer to the How to on-board a vendor and How to get paid. Please be sure to communicate to your vendor that all invoices should include the PO number for reference.