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Receiving RFQs
Responding to RFQs
Managing contract deviations and special conditions
Managing RFQs
User Management
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Inviting vendors
Managing vendors
Communicating with vendors
Working with projects
Creating procurement schedules
Sending RFQs
Managing sent RFQs
Managing contract deviations and special conditions
Analysing RFQ responses
Using approval workflows
Raising an award from an RFQ
Evaluating vendors
Engaging vendors
Generating reports
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Solution home
Contractors
Inviting vendors
19
How to review vendor applications
Understanding compliance sign-offs
How to invite a marketplace vendor
Understanding vendor statuses
How to review questionnaire responses
See all 19 articles
Managing vendors
14
Understanding the vendor listing
How to search the vendor listing
How to access a vendor profile
Understanding the vendor profile
How to use custom views
See all 14 articles
Communicating with vendors
2
How to send vendor messages
How to view announcements
Working with projects
4
What is a project?
How to create and modify projects
How to create folders within a project
Project Settings and Permissions
Creating procurement schedules
19
Procurement Schedule Overview
Procurement Schedule Templates
How to Create a Procurement Schedule
Procurement Schedule Views
How to Create and Manage Column Groups
See all 19 articles
Sending RFQs
9
What is a Request for Quotation?
Understanding RFQs
How to create an RFQ
How to upload documents to an RFQ
How to add services to an RFQ
See all 9 articles
Managing sent RFQs
8
How to Assign a New RFQ Owner on Open RFQ
How to manage quoting periods
How to Remind Vendors to Quote
How to allow vendors to update quotes
How to correspond with vendors
See all 8 articles
Managing contract deviations and special conditions
5
How to accept a contract deviation request
How to suspend a contract deviation request
How to create a special condition
How to accept a special condition
How to update a special condition
Analysing RFQ responses
3
How to Review RFQ Responses
How to Review, Analyse, and Normalise the Pricing Schedule
How to Check When an RFQ was Declined
Using approval workflows
6
What is an approval workflow?
How to prepare an approval
How to create and modify approval workflows
How to complete an approval request
How to track approval progress
See all 6 articles
Raising an award from an RFQ
1
How to recommend a vendor for award
Evaluating vendors
4
Understanding evaluations
How to create an evaluation template
How to create an evaluation assignment
How to perform an evaluation
Engaging vendors
4
How to use the browse panel
How to engage a vendor using the browse panel
How to cancel an engagement
How to engage a vendor within an RFQ
Generating reports
9
Compliance documents report
Vendor contact details report
Questionnaire sign off report
Approval instances report
Payment details report
See all 9 articles
Organisation administration
54
How to Check if a Vendor has Started an Onboarding Application
Change of Ownership vs. Deleting the Vendor Account to Issue a New Invitation
Understanding panels
Understanding project groups
Understanding automatic vendor suspension
See all 54 articles