If you wish to solicit bids by invitation, you can do so by changing the project Visibility to Invite Only. This feature by default is turned off and is accessed at the project level by selecting Edit Projects in the Actions menu.
Invite Only projects are not listed on the Public Portal. When sending your invites, you have the option to limit the access to exact email addresses or expand to email addresses within one domain.
To toggle this feature on, click on the Edit Project button then change the Visibility drop-down to be "Invite Only"
If you wish to enable it please contact us at [email protected]
How do I invite vendors?
Under the Submissions section, click on the Invites tab, then click the Invite Vendor button:
A popup window appears allowing you invite vendors in a few different ways:
1. Via a Recommended Engine
2. Via a Vendor List already created
3. Manually adding the emails (please see below for using Allow Domain Matching feature)
Using the Allow Domain Match feature
As noted above, in order for registered vendors to access the project details, they must register and sign-on with an email address that is an exact match to the invite. You have the ability expand this visibility to anyone with an email address under an approved domain.
To enable this feature, simply check off the 'Allow Domain Match' box in the Invite Vendors pop-up. When inputting the email address in the Email box, enter a whole email and not just the domain (i.e. [email protected] and not @gobonfire.com).
You can also enter a custom message to be displayed on your email invites. It is important to note that these custom messages are not stored in the Database. They only appear in the email invites.
As soon as you click on Invite, the email(s) are sent out. Your vendor will receive an invitation similar to the image pictured below:
In order for a Vendor to gain full access to view and submit to Invite Only projects, they must first confirm their account. Only after confirming their account will a Vendor then be able to prepare a submission for an Invite Only project. See How do I confirm my account?
What does an Invited Vendor see after they have confirmed their account and logged in?
When the invited Vendor logs into their account they will see the projects which they've been invited to under the My Opportunities tab (see below):
If a Vendor hasn't been invited to any bids it will look like the screenshot below:
If you have any questions about the article above, please email [email protected].