Issuing

• How do I create a new RFP, RFI or Profile?
• How to Refresh Exports
• How do I accept or reject a proposal submitted after the due date?
• How can I Link a Profile to an RFP?
• Using the Excel template to draft an RFP/RFI
• What if I need to make changes to my RFP/Profile after I have published?

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• How do I start a Negotiation?
• How do I configure Scoring Visibility settings?
• What is on my RFP/Profile Scoring By Vendor page?
• How to Send a Direct Message to a Team Member While Scoring
• What do my scorers need to do?
• What is weighted scoring? How do I set up my scoring?

• How do I create a pricing table to use in my RFP?
• Can I build a new RFP from the existing Sections in my Library?
• Getting Started: Library Overview for Issuers
• How do I add a table to an RFP?
• How do I create a table to use in an RFP?
• How do I create a Template from an RFP?

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• Can I edit my Vendor's Profiles?
• How do I Add Vendor Companies and Contacts?
• Can I export my list of Vendor Contacts?
• Invited Responder FAQ
• Can I filter through different statuses for Vendor Invitations?
• What is Consolidated Reporting?

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