Enhance vendor communication by creating customizable email templates with dynamic fields for seamless integration.
-4.png&w=3840&q=75)
Email Templates provides the Company the ability to customize email templates being used by the system. Notes about Email Templates:
• It is a full access email builder with drag and drop GUI
• The email templates can used in Workflows
• Email templates have the ability to use Short Codes to access datapoints from the Database when sending emails – for example: you can send a Vendor’s DUNs # to the Legal team via email by using the DUNs # short code
-5.png&w=3840&q=75)
Tailor your CMS with company-specific settings, forms, and options to better manage vendor and contractor processes.
-2.png&w=3840&q=75)
Learn essential vendor management terms like onboarding, Vendor ID, workflows, and compliance to streamline processes and boost efficiency.
Manage vendor statuses, profiles, and onboarding processes effectively with CMS's Access Control tools.
.png&w=3840&q=75)
Use the checklist to monitor vendor tasks, review docs, filter by status, and request external approvals for streamlined vendor management.
Manage user roles and access by department. Assign permissions for Finance, Legal, Safety, and more to control visibility across your organization.
Create graded surveys to assess vendors’ skills and compliance, with aggregated scores visible in the Vendor Profile.
-6.png&w=3840&q=75)
Track and manage vendor training by job title, approve credentials, verify via QR code, and export data to ensure full training compliance.
-2.png&w=3840&q=75)
View vendor stats, tasks, and reports on your dashboard. Track onboarding, holds, and system activity with customizable AI-generated reporting tools.
-3.png&w=3840&q=75)
Follow this step-by-step guide to connect a vendor account, submit forms, approve tasks, and fully onboard vendors to your company's system.
Generate detailed, AI-driven reports on vendor tasks, surveys, and certifications to monitor compliance and progress.