Intake
File Library & Drafting
Questionnaires
- Creating a Questionnaire
- How do I set up a Questionnaire?
- How do I edit an existing Questionnaire?
- Is there a character limit for vendor responses on Questionnaires?
- How can I add my Questionnaire to Requested Information?
- Can I download the Questionnaire I just created so I can reuse it in the future?
BidTables
- Creating a BidTable
- How do I delete a BidTable?
- How do I change the order of Purchaser, Vendor, or Calculated Columns in a BidTable template?
- Why can't I select a BidTable column to be a part of my Calculated Column's formula?
- How do I turn off the Bid or No Bid option for my BidTable?
- How do I delete an Item from a BidTable?
Pricing Sheet
Vendor Management
- Vendor Performance Management
- Vendor Management - Registration Settings
- Why can't I see the results to my Vendor Performance Survey?
- How do I modify a Vendor Record?
- How can I view/edit all vendors in a particular Vendor List?
- How do I view/export a Vendor's full list of Commodity Codes?
Contract Management
- How to Add a Contract
- How can I view public contracts?
- How do I change which contracts I have access to?
- Why are contract fields missing when I try to edit my Contract?
- Is there a way to send messages to Vendors from the Contract Module?
- I added a new term on my contract and it hasn't updated as the Active Term?
Multi-Category Decisions
Additional Project Features
- Rank Analysis
- Setting up Intent to Bid for a Project
- Setting Up Projects for Alternate Options (Alternate Proposals) VIDEO
- Anonymous Submissions
- Consensus Scoring
- How do I flip price scoring so that the highest price gets the most points?