Hello everyone,

We're back with a minor release focused on refining your experience and responding to your feedback. This update introduces key enhancements for better visibility during procurement planning and more flexibility in your mail merges, alongside a few important fixes to smooth out your workflow.

🎯 Enhanced for Clarity & Efficiency

1. Clearer Required Document Tracking

We noticed that it wasn't always obvious which documents were required during a procurement planning stage until you tried to proceed. To solve this, we’ve made required documents visible directly within the step you are working on. You can now clearly see a list of mandatory documents and their current attachment status (whether they have been provided or not) at all times.

This update ensures you have all the information you need upfront, preventing validation errors and streamlining your planning process.

2. New Extensions Summary for Mail Merge

You now have more control over how contract extension details are presented in your documents. We've added a new mail merge code that allows you to output a concise summary of extension options, in addition to the existing option for full details.

This gives you the flexibility to create more tailored and streamlined documents for your specific needs.

🛠️ Other Enhancements & Fixes

We've also addressed a few issues to improve system stability and remove points of confusion:

• Zero-Value Sub-Contracts: We have resolved an issue that prevented the creation of a sub-contract with a $0 value.
• Default Role Clarification: The "Procurement Owner" role, which had no active function, has been removed as a selection to prevent confusion.

Hello! We're thrilled to announce our latest update, designed to give you more granular control over your processes and introduce smarter, more reliable automations. This release focuses on delivering greater flexibility for your approval workflows and ensuring your contract statuses are always accurate and up-to-date.

Let's dive in!

🚀 New! Approval Workflows, Tailored to Your Contract Types

Ever wished you could apply different approval processes for different types of contracts? Now you can. We recognised that a variation for a major construction project shouldn't have to follow the same approval path as a minor services agreement. This update introduces the ability to configure unique approval workflows for each contract type.

While the approval experience for end-users remains seamless and familiar, administrators now have powerful new tools to ensure the right people are involved at the right stage, for every kind of contract.

• Granular Configuration: Define distinct approval workflows for contract creation, variations, and extensions and more based on the specific contract type.
• Increased Compliance: Easily map your internal delegation of authority and ensure the correct stakeholders review and approve high-value or high-risk contracts.
• Process Efficiency: Streamline approvals by creating simpler workflows for low-risk contract types and more robust ones where needed.

Learn more about configuring approval workflows using this Help Centre article. 

This gives you the power to configure approval processes that match your business needs, enhancing both compliance and efficiency.

🎯 Enhanced! More Robust & Flexible Contract Status Updates

Keeping contract statuses accurate is critical for effective management. Previously, the system would only update a status (like 'Expired') on the exact day it was due. This could cause statuses to become outdated if a contract was entered with an end in the past date. This is particularly common when importing historical contract data.

We've overhauled this logic to make it more resilient and flexible. With our new options, you can ensure statuses are updated automatically and reliably, no matter what. Status updates trigger options now include:

• "Anytime On or After": This new setting will update the status of any item that has met its due date. For example, you can now automatically expire all contracts with an end date in the past. 
• "Anytime On or Before": This option provides flexibility for statuses that need to be triggered leading up to an event.
• Configurable Offsets: Add a time buffer to your status updates by setting an offset in days, weeks, or months, giving you even finer control over your automated processes.

With this update, now you can define whether a contract status should update to ‘Expired’ at the start or end of the final day of the contract; configuring the status updates to meet the specific needs of your organisation! Reach out to our Support team if your preference is to have contracts expire at the end of the day rather than the start.

Please reach out to support if you would like to use any of these new logic options.

Now you can trust your contract statuses to be consistently accurate, reducing manual effort and ensuring nothing slips through the cracks.

🛠️ Other Enhancements & Fixes

We've also rolled out several other improvements and fixes to enhance your experience:

• Editable KPI Descriptions: You can now edit the descriptions of your Key Performance Indicators (KPIs) after they have been created.
• Clearer KPI Identification: The KPI table within a contract now displays the concise KPI Name instead of the full description, making it easier to scan and identify items.
• New API Endpoint: A new, out-of-the-box API endpoint is available for developers to programmatically update the spend against a contract.
• Accurate DocuSign Signers: Signer fields for DocuSign envelopes will now correctly display the signer's name, providing a clearer audit trail. The generic "DocuSign Signature" will only appear if signers are manually changed within the DocuSign platform.
• Correct Extension Durations: The duration for all contract extensions is now calculated and displayed correctly on the contract record.

We are confident these updates will help you streamline your processes and manage your contracts with even greater precision. We love hearing from you, so please don't hesitate to share your feedback.

We're thrilled to announce a significant update to our contract management platform, designed to give you more power, flexibility, and precision in managing your contracts. This release introduces a brand-new Contract Admin Area and major enhancements to our Custom Reporting Fields. This will be released, and available tomorrow morning Let's dive in!

🚀 New! Contract Admin Area: Empowering Administrators

We understand that sometimes, administrators need the ability to make direct adjustments to contracts that fall outside standard workflows or require correction. The new Contract Admin Area, accessible via the "Go to Admin Area" button located above the contract title, is a dedicated toolkit designed to provide authorized administrators with the power to efficiently manage and rectify contract details, reducing the need for external support and streamlining your processes.

This secure area allows administrators to:

• Modify Initial End Dates: Correct or adjust the initial end date of a contract, even after it has been activated. This is invaluable for rectifying data entry errors or accommodating pre-agreed changes that weren't captured at activation.
• Update Imported Values: For contracts brought into our system during your initial implementation, administrators can now directly amend those imported data fields, ensuring historical data accuracy.
• Re-assign Vendors: Seamlessly update the vendor associated with a contract. This is particularly useful for internal restructures or when a formal novation process isn't required, but records need to be accurate.
• Adjust Approved Extensions & Variations: Make necessary modifications to contract extension or variation details that have already been approved. This allows for corrections or minor agreed adjustments without needing to undo and redo entire approval processes.
• Link to Procurement Plan: Directly associate contracts with their corresponding procurement plans. This enhances visibility and creates a clear audit trail from planning to execution.
• Link to Market Request: Establish a clear connection between a contract and its originating market request (e.g., RFP, RFQ). This further solidifies the contract lifecycle breadcrumb trail, making it easier to trace contract origins and context.

Self-service corrections and direct administrative control mean faster resolutions and more accurate contract data, all managed securely within your team.

🎯 Enhanced Custom Reporting Fields: Tailored Insights, Your Way!

Our Custom Reporting Fields feature has always allowed you to capture specific data points relevant to your unique business needs. We've now taken this a step further by introducing granularity by Contract Type!

Previously, custom fields were global, applying uniformly across all contracts. Now, you have the flexibility to:

• Define Custom Fields by Contract Type: Create specific sets of custom reporting fields that are relevant only to certain types of contracts (e.g., "Software Licenses" might have different custom fields than "Service Agreements"). This means more targeted and relevant data capture.

• Mix and Match: You can choose to use:

  • Only global custom reporting fields.
  • Only contract-type specific custom reporting fields.
  • A combination of both global fields (that apply to all contracts) and type-specific fields for further detail.
• Selective Application: You now have the option to turn off global custom fields for certain contract types if they are not relevant, or disable custom fields entirely for specific types, preventing unnecessary data entry.

This enhancement means more relevant data, less clutter, and reporting that truly reflects the nuances of your different contract categories.

Contract Module Settings

Construction Contract Type Settings

🛠️ Other Enhancements & Fixes  

In addition to these major updates, this release also includes a number of under-the-hood improvements and bug fixes to enhance the stability and performance of the platform. We are continually working to refine your experience. These include:

• DocuSign File Validation: Ensured only valid file types can be uploaded for DocuSign integration, preventing potential errors.
• Expanded Contracts API Fields: Added more data fields to the GET endpoint for the Contracts API, allowing for more comprehensive external integrations.
• Go to Market Data Editability: Resolved an issue where data points for Go to Market requests were uneditable even when the associated Procurement was unlocked.
• Approval Button Access: Corrected an issue where some buttons within approval workflows were clickable by users with read-only access.
• Long Approval Title Handling: Improved the display and handling of long titles within the approval workflow to prevent text overflow or truncation.
• Manual Number Entry: Addressed cases where users were unable to manually enter procurement or contract numbers.
• Pre-Market COI Completion: Fixed a permission-related issue that prevented some users from completing pre-market Conflict of Interest (COI) declarations.
• Read-Only Resubmit Button: Ensured the "Resubmit" button is no longer active or clickable for users with read-only permissions.
• DocuSign Failure & Approver List: Rectified a problem where approvers listed for an approval were incorrectly removed if the DocuSign integration failed.

We're confident these new features and improvements will provide significant value, offering you enhanced administrative capabilities and more precise, flexible reporting. As always, we welcome your feedback as you begin to explore these new tools!

We've recently introduced the ability to make the External Reference field in the GTM Request Wizard a mandatory field.  This can be very handy if you're needing your buyers to enter in a particular reference against their requests.

This is controlled Local Group by Local Group.  Please contact Support if you wish to have this turned on for your enterprise.

New Supplier Filtering Experience for ESG Credentials

We’re excited to announce an impactful new way to discover and engage with suppliers that hold the ESG credentials that we provide all our customers as part of our standard Supplier Intelligence offer.

Previously, finding suppliers with specific credentials required careful inspection of individual profiles as the credential was nestled under a high level theme that linked up to the 12 UN Sustainable Goals. 

Now, that’s changed.

With our latest update, you can filter suppliers directly by verified social and sustainability credentials. Whether you’re looking to support Indigenous-owned businesses, environmentally certified suppliers, or suppliers that have a current modern slavery statement, you’ll find them clearly identified and easy to engage with.

Free ESG Credentials available following 30-Apr-2025 evening release:

• givvable: Australian Charities and Not-for-profits Commission registered
• givvable: Climate Active Organisation certified
• givvable: ISO 14001:2015 (environmental management systems) certified
• givvable: Modern Slavery Statement 2024
• givvable: Modern Slavery Statement - Historical
• givvable: Indigenous Australia certified business (VIC)
• givvable: Indigenous Australia certified business (AU)

This improvement also unlocks meaningful reporting on your engagement with credentialed suppliers, helping you track and communicate your impact with confidence!

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.