API Docs Status

Help Centre Getting started First Steps for Contractors

Contractor Quick Start Guide

Last updated February 08, 2024

Written by Joel Martin

VRM Workflows
	How Do I...	Guide
1	Invite a Supplier	How to invite new vendors or suppliers
2	Search for Suppliers	How to search the vendor list
3	Do a Compliance Review	How to review vendor applications
4	Apply a Vendor Tag	How to use vendor tags
5	Find additional Supplier profile information	Understanding the vendor profile
6	Understand Evaluations	Understanding evaluations
7	Create an Evaluation Template	How to create an evaluation template
8	Create an Evaluation Assignment	How to create an evaluation assignment
To evaluate a particular supplier, go to the Supplier List screen, hover over the three dots to the right, select evaluate, choose the relevant template, hit Start.

Sourcing Workflows
	How Do I...	Guide
1	Create a New Project	Working with projects
2	Create a Folder within a Project	How to create folders within a project
3	Create a Procurement Schedule in a Project	How to Create a Procurement Schedule
4	Create and Manage Column Groups	How to Create and Manage Column Groups
5	Create and Manage Columns	How to Create and Manage Columns
6	Create and Manage Package Groups	How to Create and Manage Package Groups
7	Create and Manage Packages	How to Create and Manage Packages
8	Create an RFQ from a Package	How to Create an RFQ from a Package
9	How to create a stand-alone RFQ	How to create an RFQ
Tasks 8 and 9 are just two different methods for creating an RFQ. The result is the same and they both lead you to the below steps.
10	RFQ Step 1: Complete a Job Summary	How to create an RFQ
11	RFQ Step 2: Upload Documents to an RFQ	How to upload documents to an RFQ
12	RFQ Step 3: Add Services to an RFQ	How to add services to an RFQ
13	RFQ Step 4: Review and Distribute an RFQ	How to review and distribute an RFQ
14	Recommend a Supplier for Award	How to recommend a vendor for award
15	Award a Supplier	How to award a vendor
16	Create a "Quick" RFQ	RFx Events (Alpha Release): How to Create an RFQ

Contracts Workflows
	How Do I...	Guide
1	Create a Contract	How to create a Contract record
2	Add Key Dates to a Contract	How to Add Key Dates
3	Set Reminders	How to Create Reminders

Was this article helpful?

Yes, Thanks! Not Really