Bite-sized Training Sessions on Demand
Missed a session? Find the recording below to catch up.
Evaluation Essentials Webinar Series – Part 1
Learn the onboarding tasks required to set up the Evaluations module for your organization, including creating library content, reviewing email templates, and updating team member permissions to ensure they have the appropriate level of access.
Evaluation Essentials Webinar Series – Part 2
Learn how to manage evaluations during open stages. Start by exploring the evaluator experience—acknowledging assignments, reviewing supplier submissions, and adding scores and comments. Then, discover how to manage evaluators, track their progress, and edit the scorecard effectively.
Evaluation Essentials Webinar Series – Part 3
Learn how to complete the pricing stage review and finalize evaluations. Start by reviewing how to disqualify suppliers, unseal submission pricing, and interpret auto scores and ranking results. Then, explore how to finalize all evaluation stages and access the full range of reporting options available in the module.
Intake Module – 2024
Learn how your internal departments can use intake to provide you scope, criteria, and more.
Supplier Performance – 2024
This session will walkthrough all the tasks required to use the Supplier Performance add-on feature, including how to create an evaluation, respond to a supplier contest and use the reports related to the supplier performance module.
Build Phase: Submission Requirement Tables – 2024
This session will walk you through building complex and simple price forms, sub-contractor forms, adding internal columns for analysis and more.
How to Build and Use a Template – 2024
This session will walk through how to copy and save an existing project as a template, create one from scratch, as well as starting a new project from a template.
Source Phase: eBidding (minus RFx) – 2024
This session will walk through all the tasks required in the eBidding Source phase including how to view registered suppliers, track meeting attendance, answer questions and post an addendum, download submissions, etc.
Contracts Management Phase – 2024
This session will walkthrough all the tasks required in the Contracts Management Module (how to set up the contract, send out the email, approve/reject documents, use the purchase order area)
Contract Builder – 2024
This session will walkthrough all the tasks required to use the Contract Builder add-on feature which is the Docusign integration within bids&tenders.
Super Admin – 2024
This session will ensure you know where to go to make changes to your system content, email templates and team member permissions.
How to navigate bids&tenders
How to navigate through bids&tenders and also view/download the reports.
eBidding Build Phase excluding Submission Requirements
This session will go through the tasks required to create an eBidding procurement opportunity, EXCLUDING the submission requirements area which is the area that allows users to create tables and upload areas. The submission requirements area will be covered on it’s own session.
Setting up an RFx Evaluation
From the buyer side, learn how to set up an RFx Evaluation.
Using an RFx Evaluation
From the evaluator side, learn how to use an RFx Evaluation.
Award Phase in Full with Award Approval
This session will walkthrough all the tasks required in the eBidding Award phase including how to view the award summary, uploading an award approval document, using the award approval workflow (add-on feature), awarding your project, sending award and regret letters, etc.
Overview of recent Releases
This session will walkthrough the recent releases, covering a high level overview of improvements and new features that we have added. It will allow users to understand how to best take advantage of these new updates!
Top 25 questions from Buyers
The top 25 questions and answers buyers ask to help support your team better manage your procurement.
Top 15 questions
This session will answer the top 15 questions our support team has been receiving.Â