Vendors & the portal

Find suppliers, run RFIs and demos, collect commercials and manage portal access.

17 articles

Understand directory, workspace and project vendor records

Know which vendor record you are viewing before changing shared or project-specific information.

#vendor directory#workspace vendor#project vendor#vendor record#scope#your vendors

Submit a vendor that is missing from the directory

Create a private workspace vendor after checking that the company is genuinely missing.

#submit vendor#new vendor#missing vendor#private vendor#your vendors#duplicate vendor

Manage signable vendor documents

Track execution-ready documents and signatures separately from proposals and ordinary artefacts.

#signable document#signature#agreement#contract#document request#signing status

Review vendor artefacts and evidence

Find, assess and version vendor-supplied evidence without confusing it with buyer-owned project assets.

#vendor artefact#evidence#assets#document#attachment#version

Record vendor meetings and notes

Keep per-vendor agendas, attendees, recordings, attachments and outcomes with the project relationship.

#vendor meeting#meeting notes#agenda#attendees#recording#attachments

Create and complete demo scorecards

Turn demo criteria into a published scorecard and collect comparable evidence from each scorer.

#demo scorecard#demo scoring#evaluation#scorer#criteria#vendor comparison

Manage vendor portal contacts and access

Invite named contacts, assign appropriate roles and keep collaborator access project-scoped.

#portal contact#vendor collaborator#vendor role#otp#one-time code#permissions

Manage vendor outreach and contacts

Keep one reliable project contact and launch the next vendor interaction from the outreach worklist.

#outreach#vendor contact#contact saved#engaged#email#portal contact

Remove or eliminate a vendor from a project

Choose the right exit action while preserving evidence and an auditable decision trail.

#remove vendor#eliminate vendor#disqualify#vendor status#audit trail#restore vendor

Run and review vendor credit checks

Request, extract, correct and review financial assurance evidence for project vendors.

#credit check#financial review#finance reviewer#pdf extraction#credit health#red flags

Request and compare commercial proposals

Collect structured commercial submissions and compare total cost on a consistent basis.

#proposal#commercial#pricing#tco#total cost of ownership#proposal version

Manage vendor sandboxes and tester access

Track trial environments, named testers and use-case evidence without storing credentials in notes.

#sandbox#test environment#tester access#trial#environment url#use case

Use the Demos hub and run demo rounds

Plan repeatable vendor demo sessions, invite scorers and keep rounds separate from meeting notes.

#demo hub#demo round#vendor demo#schedule demo#scorer invite#demo session

Send, resend and reopen an RFI

Release a published questionnaire, monitor each vendor assignment and control later access safely.

#rfi#request for information#send questionnaire#resend invitation#reopen response#release

The vendor portal

Understand what invited vendor contacts can see and do in a project-scoped portal.

#vendor portal#external access#vendor login#one-time code#otp#questionnaire

Manage vendor profiles, favourites and the pipeline

Use vendor profiles for discovery and project stages for the status of a live relationship.

#vendor profile#favourite#pipeline#vendor status#archive#project vendor

Find and add vendors

Build a project vendor list from search, recommendations, bulk selection or a new private record.

#add vendor#vendor search#recommended vendors#bulk add#shortlist#project vendors