What is my Vendors' experience like (vendor overview)?

← Issuing: Managing Vendors
If you or your clients have ever wondered what your vendors see in their end of the application or how certain questions or sections look to them, you can use the Vendor Preview toggle while you're writing or reviewing your RFP. 

First, go in to the RFP and above the listed Sections off to the left hand side of the page is a new Vendor Preview toggle. Change it to YES in order to change you page into the view and formats that your vendors will have. 




Once you move the toggle you will be able to see the text fields or drop-down menus and other formats that your vendors will be answering. 





Issuing: Managing Vendors

  1. What is a Vendor Profile, why would I use one?
  2. How do I set up a Vendor Profile?
  3. How do I delete a Vendor Profile?
  4. Can I edit my Vendor's Profiles?
  5. What does it mean to publish a Vendor Profile?
  6. How do I add Vendor Companies and Contacts?
  7. How do I invite vendors to an RFP or Profile?
  8. I have a lot of Vendor Contacts. What's the best way to manage my list?
  9. How do I mention someone on my team to review our vendor information?
  10. Can I filter through different statuses for Vendor Invitations?
  11. Can I export my list of Vendor Contacts?
  12. What are some bulk actions I can take with my Vendors?
  13. What is Consolidated Reporting?
  14. How do I build a custom report in Consolidated Reporting?
  15. How do I publish new Sections to my Profile?
  16. Can we score responses for our Vendor's Profiles?
  17. What is my Vendors' experience like (vendor overview)?

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