Onboarding with organisations 4

• How to respond to an email invite
• How to use public registration
• Introducing the application stepper
• Submitting your application

Entering vendor details 5

• Vendor ABN Verification at Onboarding
• How to complete vendor details
• Introducing your vendor profile
• Completing the address field
• Updating the Vendor Profile

Panel selection 3

• Introducing panels
• How to join a panel
• How to leave a panel

Services 6

• Introducing services
• How to add a service
• How to edit a service
• How to remove a service
• How to update service availability

See all 6 articles

Questionnaire 2

• Introducing the questionnaire
• How to complete the questionnaire

Standard rates 3

• Introducing standard rates
• How to submit standard rates
• How to update standard rates

Compliance documents 5

• Introducing compliance documents
• Introducing the AI-Powered Compliance Documents Recognition
• How to add compliance documents
• How to update compliance documents
• How to remove compliance documents

Job history 3

• How to provide a job history
• How to edit your job history
• How to remove your job history

Payment details 5

• Creating new payment details
• Deactivating payment details
• Understanding payment details
• Providing payment details that Eftsure will validate
• Editing payment details

Receiving RFQs 4

• Introducing RFQs
• How to View an RFQ
• How to indicate your interest in an RFQ
• Understanding job details

Responding to RFQs 6

• How to respond to an RFQ
• How to complete a Pricing Schedule
• How to view and send messages on an RFQ
• How to update your response to an RFQ
• Five ( 5 ) types of RFQ messages and how to use them

See all 6 articles

Managing contract deviations and special conditions 4

• How to request a contract deviation
• How to update a contract deviation request
• How to correspond about contract deviations
• How to accept a special condition

Managing RFQs 3

• How to assign a user to an RFQ
• How to add notes to an RFQ
• How to forward an RFQ

User Management 5

• How to Add a New Vendor User
• How to Edit a Vendor User
• How to Delete a Vendor User
• What is a Key Contact
• How to convert additional contacts to users

Security Groups 4

• What are security groups
• How to create a security group
• How to edit a security group
• How to assign a security group