Clarify on Approvals

To address feedback, we'd received on our approvals screens we've made some updates to separate in system approvals and DocuSign approvals, the functionality is unchanged, but the updated UI makes it clearer where an approval is up to and what type of approval it is

Previous Approval Screen	New Approval Screen

Procurement number generation

Previously Procurement Numbers were generated automatically in the background, now the Procurement Number is a step in the process and based on your system settings the number can also be manually entered or automatically generated

Custom Reporting Fields in Mail Merges

Custom Reporting Fields can now be included in documents generated from the system for the Contracts and Procurement module. Examples of how to use this are in our merge codes and default templates or reach out to support for further assistance

Other Enhancements

• Custom email content for reminders that trigger per record
• New mail merge codes to include Approver Notes

Overview

Supplier Intelligence (SI) is a powerful solution designed to provide organizations with verified, meaningful, real-time information on their suppliers. By aggregating and displaying validated credentials against the Supplier profile and enabling users to filter to find suppliers with specific credentials, Supplier Intelligence supports better decision-making in procurement.

How It Works

Supplier Intelligence is a structured framework that aggregates and organizes verified supplier data into Credentials, which represent specific, validated attributes about a supplier. Each Credential is formed through a combination of a Source and an Indicator:

• Credential – A verified supplier attribute (e.g., Financial Health, Sustainability, Compliance).
• Source – The trusted data provider or system that verifies and supplies information.
• Indicator – The specific status or classification assigned based on the data (e.g., Approved, Monitored, Certified).

For example:
✅ Credential: Compliance
🔗 Source: Rapid Global
📊 Indicator: Non-compliant

Supplier Intelligence Credentials are consumed by Go to Market with Credentials appearing (in full detail) on the supplier profile and icons can be filtered on in Supplier Discovery making it super easy for buyers to find best-fit suppliers.

Key Benefits

• Sync with third-party providers – Instantly access verified financial, compliance, and sustainability credentials from reputable sources.
• Overlay your own verified data – Combine external insights with your organization’s internally validated supplier information (Custom SI Credentials) for a complete, customized view.
• Make smarter procurement decisions – Quickly filter and identify the right suppliers based on critical, up-to-date credentials.
• Seamlessly integrate – Push supplier intelligence into your ERP, finance, and contract management systems for greater efficiency.

Managing Custom SI Credentials

Custom SI Credentials allow organization's to collate their own internally managed information on suppliers and neatly present it on the supplier profile in Go to Market. The new Supplier Intelligence Editor Console supports effortless management of supplier data and ensures it's presented where ever relevant or necessary. 

📞 Contact your Customer Success Manager to discuss how Supplier Intelligence can support your procurement strategy.

We are excited to share the latest updates and improvements we've made to enhance your experience. Based on valuable feedback from our clients, we've focused on refining key integrations and the first parts of a broader improvement to our DocuSign integration.

Civica Cloud Authentication

We have enhanced our existing Civica Integration to include Civica Altitude. Please note, this change only affects the authentication workflow with Civica; the processes for creating contracts and pulling contract spend remain unchanged.

DocuSign Approval Changes

Enhanced Error Handling

We have improved the error handling for the DocuSign integration as part of a larger update to the DocuSign integration. This enhancement aims to reduce the number of issues where DocuSign integrations fail. Instead of needing to contact support, the system will now prompt you with the necessary steps to resolve any issues.

Improved DocuSign Email Content

We have updated the email content from DocuSign to include a title with the record type (e.g., Contract) and the reference (e.g., Contract Number). This improvement is designed to help you quickly identify the purpose of the DocuSign approval.

We receive a lot of interesting suggestions from customers and recently dedicated time to implementing some of the ideas that we believed would significantly enhance the experience for evaluators. 

Key enhancements delivered 28-Jan-25:

• Consensus comments added to 'Evaluation Scoring Data' CSV report.
• Improvements to Conflict of Interest - when a conflict is raised the panel member must submit a declaration for approval prior to being able to proceed.
• Download individual evaluator results prior to consensus stage.
• Additional 'Final score' column to highlight any changes in individual scores that result from the consensus meeting.
• Response documents moved to own section to reduce noise in the consensus review section. Now available by clicking on 'Documents' button. See screen below.

• Reordering of respondents in mail merge reports to be in accordance with how they rank / score i.e. highest to lowest.
• Mail merge reports can be selected as the final Evaluation Report (sent to Go to Market for RFx finalisation).
• Inclusion of questions and respondent business name in the evaluation summary table.
• Ability for Admin and Evaluation Chair to quickly switch between modes (Evaluator and Admin/Chair).

Read the full article, complete with detailed descriptions of the functionality and screenshots.