Welcome to the next wave of enhancements for our Advanced Evaluations (AE) module! Continuing our mission to uplift the platform based on your direct feedback, this release introduces a powerful new report and major upgrades to existing screens. These changes are designed to help you build consensus faster, navigate complex data with ease, and gain clearer insights.

🚀 New! Zero in on What Matters: The Significant Discrepancies Report

Running a consensus meeting can be challenging when trying to spot major scoring differences on a screen filled with data. This brand-new report is designed to eliminate the noise and guide your team through resolving only the most significant scoring variations, one by one.

• The report automatically isolates and displays only the scores for a single supplier and a single question where evaluators are in significant disagreement.
• This focused view allows your panel to discuss and resolve each discrepancy in a structured, step-by-step manner.
• It is designed as a powerful alternative to the all-encompassing Comparative Scoring screen, giving you the choice of how to best run your consensus phase.

This report streamlines your consensus process by turning a mountain of data into a manageable, actionable checklist.

🎯 Enhanced! A More Powerful & Readable Comparative Scoring Screen

The Comparative Scoring screen is a data powerhouse, and we've just given it a major upgrade to make it more intuitive and insightful. Based on your feedback, we've added new functionality and improved the layout to help you analyse and compare responses more effectively.

• Navigate with ease using new collapsible criteria sections to group related questions.
• Focus your analysis by temporarily hiding and showing specific respondents for direct, side-by-side comparisons.
• Instantly see who's leading, as respondents are now sorted by their overall rank instead of alphabetically.
• Get the complete picture with a new total weighted score displayed at the bottom of the screen.
• Maintain context during blind reviews: the price weighting is now visible even when the specific price details are configured to be hidden.
• Experience a cleaner, more intuitive layout designed for improved readability during complex reviews.

These enhancements give you more control to dissect evaluation data, allowing for richer analysis and better-informed decisions.

🎨 New Look! A Clearer, More Insightful Consensus Hub

The Consensus page is your central hub for finalising scores, and we've redesigned it to be more intuitive and transparent. Acting on feedback that the previous layout could be confusing, we've uplifted the user interface to make the workflow clearer than ever.

• The page layout has been reorganised to more clearly distinguish between actions you can take and the information you are viewing.
• Respondent rankings are now displayed directly on the page, giving you an immediate understanding of the current standings without having to open a report.
• This hub is your clear entry point to both the new Significant Discrepancies Report and the enhanced Comparative Scoring screen.

With a more logical layout and at-a-glance rankings, the redesigned consensus hub makes managing the final stages of your evaluation a breeze.

🛠️ Other Enhancements & Fixes

We've also included a number of other improvements and fixes to enhance your experience across the platform.

• Administrators now have the flexibility to include or exclude respondents at any stage of the evaluation, right up to the final decision.
• Strengthened validation rules when submitting a Purchase Order for approval to prevent errors.
• Vendors now have visibility of the 'Refresh Schedule of Rates' action on payment certificates for improved transparency.
• The remaining budget calculation on Purchase Orders now correctly accounts for all receipted amounts from other POs within the same contract.
• Resolved an issue that prevented procurement-specific custom fields from being added to tabular reports.
• Ensured that sign-off steps are now correctly included when configuring custom reminders.

We are thrilled to deliver these powerful new tools and look forward to your feedback as we continue this journey of improvement together.

We're excited to announce our latest update, which marks the first of several releases dedicated to enhancing our Advanced Evaluations module. After conducting numerous client interviews, we've developed a roadmap focused on making Advanced Evaluations easier to use and understand. This first release delivers on that promise with highly requested features that save you time, increase flexibility, and improve visibility. Let's dive in!

🚀 New! Auto-Assign All Evaluators by Default

We heard you loud and clear: setting up evaluation panels could be a repetitive process. To fix this, we've streamlined how evaluators are assigned to criteria, saving you valuable time and clicks.

• A new "All panel members" checkbox is now available when configuring evaluation criteria.
• This box is checked by default, instantly assigning all evaluators to the criterion.
• Need to customise? Simply uncheck the box and use the multi-select dropdown to remove specific evaluators or teams.

This simple but powerful update significantly speeds up your evaluation setup process, letting you focus on what matters most.

🎨 Design Your Perfect Scale: Now with Configurable Responses

Tired of manually creating the same 1-10 scale or yes/no options for every single question in your evaluation? We heard you. Re-entering identical response options dozens—or even hundreds—of times was a significant drain on your time and prone to inconsistency. This powerful update is designed to solve that permanently.

• Administrators can now manage the complete list of response options from the Advanced Evaluations settings screen.
• Easily create new options (like the much-requested 1-10 scale!), edit existing ones, or remove any scales that aren't relevant to your organisation. Build a custom scale once, save it to your library, and it will be instantly available for your team to select when creating any new question. 
• All the default options you're used to (e.g., Quality Scale, Likelihood) are still available right out of the box.

Now you can shape your evaluation questions with response scales that perfectly match your organisation's unique processes and standards.

🛠️ Other Enhancements & Fixes

We've also included a few other key updates to improve your day-to-day experience.

• Improved COI Visibility: Procurement Officers will now receive a notification when a panel member completes their Conflict of Interest (COI) declaration, even when no conflicts are declared. This provides complete visibility into COI progress without needing to manually check the evaluation record.
• Fixed Document Validation with External Links: Resolved an issue where document validation would fail when using links to an external document management system (EDRMS). The validation logic now correctly recognizes these links, ensuring your procurement process proceeds smoothly. As part of this, we also fixed a visual bug where long EDRMS document names now display correctly.

We're incredibly proud of these enhancements and believe they will make a tangible difference in your workflow. As always, we welcome your feedback as we continue to improve our platform.

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.

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.