# Software license request workflow template

> Ask for a new tool, have IT and security check it and get the recurring cost approved.

Category: IT. 5 steps, 18 form fields.

## Steps

### 1. Request

Owner: Whoever starts the request.

Tell us about the software and who will use it.

Fields:

- Software (text, required)
- Website (link)
- Number of users (number, required)
- Monthly price per user (amount, required)
- Cost per year (calculated)
- Will it store personal or customer data? (choice, required)
- What problem does it solve? (long text, required)

### 2. IT review

Owner: A person or team you choose.

IT checks if we already have something similar and if it fits our environment.

Due in 3 days (business time).

Fields:

- Do we already have a similar tool? (choice, required)
- Which one? (text, required)
- Technical opinion (long text, required)

### 3. Security and privacy review

Owner: A person or team you choose.

Required when the tool stores personal or customer data.

Approval: Approvers you choose.

Due in 5 days (business time).

Fields:

- Checks (checklist)
- Notes (long text)

### 4. Budget approval

Owner: A person or team you choose.

The manager of the area approves the recurring cost.

Approval: Approvers you choose.

Due in 2 days (business time).

Fields:

- Cost center (text, required)
- Notes (long text)

### 5. Purchase and setup

Owner: A person or team you choose.

IT subscribes, creates the users and records the renewal.

Due in 3 days (business time).

Fields:

- Billing (choice, required)
- Renewal date (date, required)
- Account administrator (text, required)
- Invoice or receipt (files)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/software-license-request