Projects 1

• What is a project?

RFQ Creation 5

• Understanding RFQs
• How to create an RFQ
• How to upload documents to an RFQ
• How to add services to an RFQ
• How to review and distribute an RFQ

Pricing Schedule 1

• How to create a custom pricing schedule

RFQ Management 6

• How to manage quoting periods
• How to correspond with vendors
• How to remind vendors to quote
• How to invite additional vendors to an RFQ
• How to allow vendors to update quotes

See all 6 articles

Recommendation For Award 3

• How to review RFQ responses
• How to review the pricing schedule
• How to recommend a vendor for award

Engagement 4

• How to use the browse panel
• How to engage a vendor using the browse panel
• How to cancel an engagement
• How to engage a vendor within an RFQ

Approval Engine 6

• Understanding approval groups and workflows
• How to request RFQ approval
• How to request RFA approval
• How to edit an approval workflow
• How to approve an RFQ service

See all 6 articles

Contract Deviations 5

• How to accept a contract deviation request
• How to suspend a contract deviation request
• How to create a special condition
• How to update a special condition
• How to accept a special condition

DMS Integrations 4

• Introducing DMS integrations
• How to import DMS documents
• How to check for DMS document updates
• How to release DMS document revisions

Project Groups 3

• Understanding project groups
• How to create a project group
• How to manage your project groups