Adding Vendors to an RFx:
There are two ways to manually add a vendor to a request:
Using a pre-made Vendor Group. To add vendors using a group, scroll to the bottom of the an RFx, and select the group you'd like to add your request. This will add all vendors from the group to the RFx automatically.
Using the Add Vendors button. This allow you to search your existing vendors or create and invite a new vendor.
When searching for existing vendors, you can search by Title, Email, Group, Tag, or Business Classification.
Then mark the checkbox next to any vendors you would like to invite and click Add.
Removing Vendors from an RFx:
*Note: Vendors may only be removed from a request while it is in Draft status. Once a request has been opened for bids, vendors can not be removed. Vendors may be added at any time prior to a request closing.
To remove a vendor from a request, click the trash can icon to the extreme right of their name. You can add those vendors back to your RFx at any time by selecting them under the REMOVED tab and clicking the clock icon.