Use Scout to retrieve specific documents from your Suppliers: ask them to upload signed contracts, product information, or proof of insurance to their bid!
Scout will save documents to Suppliers bids for you, making them easily accessible and exportable.
Request Documents from Suppliers
When building an RFx, scroll down to the Section 4, "Build Your Proposal", to find the "Documents" area:
Enter a document name and description and/or instructions to identify what it is your Suppliers should upload for you:
Click the green "Add" button to save it to your RFx.
Require Documents
You can also mark any of these Requested Documents as required:
Note: If a Requested Document is marked as required, Suppliers will not be able to submit their bids to you without uploading a file here.
Review Suppliers' Documents
Once Suppliers submit their bids, you will be able to download the documents each Supplier has uploaded individually or in a zip file.
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