Bite-sized Training Sessions on Demand
Missed a session? Find the recording below to catch up.
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.
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.
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.
Learn how your internal departments can use intake to provide you scope, criteria, and more.
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.
This session will walk you through building complex and simple price forms, sub-contractor forms, adding internal columns for analysis and more.
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.
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.
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)
This session will walkthrough all the tasks required to use the Contract Builder add-on feature which is the Docusign integration within bids&tenders.
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 through bids&tenders and also view/download the reports.
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.
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.
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!
The top 25 questions and answers buyers ask to help support your team better manage your procurement.
This session will answer the top 15 questions our support team has been receiving.Â