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VM Features
This content applies solely to Vendor Management, which must be purchased separately from the Appian base platform. This content was written for Appian 23.2 and may not reflect the interfaces or functionality of other Appian versions.

The Vendor Management Solution contains a wide range of features and provides your contracting professionals with the workflows and tools they need to effectively manage vendors, create notices, and keep opportunities up-to-date. It provides a comprehensive view of vendors' proposals and questions, which improves visibility and allows you to keep all of your procurement opportunities on track.

Note:  Only business users with the appropriate group membership can access and modify certain solution settings. This ensures that only a select few have access to sensitive processes and information.

Feature matrix

Area Feature Description User/Group Access VM Version Appian Platform*
Vendor Management Site (Contracting & Admin) Opportunity Summary Landing Page A summary view of opportunities highlighting recently created opportunities. Contracting, Admin 1.0+ 22.1+
Vendor Management Site (Contracting & Admin) Set up Opportunity Wizard A guided process to set up the opportunity details, attachments, and required documents (either manually or by importing an opportunity from SAM.gov). Contracting 1.0+ 22.1+
Vendor Management Site (Contracting & Admin) Continue Set-up Ability to continue or update the set-up steps as more opportunity information is collected. Contracting 1.0+ 22.1+
Vendor Management Site (Contracting & Admin) Amend Notice Ability to amend opportunities after they have been posted. Contracting 1.3+ 22.4+
Vendor Management Site (Contracting & Admin) Close Opportunity Ability to close opportunity and stop receiving submissions from vendors. Contracting 1.0+ 22.1+
Vendor Management Site (Contracting & Admin) Create Update Ability to create an update related to an opportunity that is posted to the opportunity summary and the vendors' home page. Contracting 1.0+ 22.1+
Vendor Management Site (Contracting & Admin) View and Download Proposals Ability to view and download proposals submitted by vendors. Contracting 1.0+ 22.1+
Vendor Management Site (Contracting & Admin) Answer Vendor Questions Ability to view and provide answers to questions submitted by vendors. Contracting 1.0+ 22.1+
Vendor Management Site (Contracting & Admin) Group Vendor Questions Ability to group questions into similar categories using Appian AI. Contracting 1.4+ 23.2+
Vendor Management Site (Contracting & Admin) File Award Documents Ability to send award documents submitted by vendors to the contract file in Award Management. Contracting 1.3+ 22.4+
Vendor Management Site (Contracting & Admin) Messaging Ability to send and receive messages from vendors. Contracting 1.3+ 22.4+
Vendor Management Site (Contracting & Admin) Register Vendor Ability to add a vendor to the vendor record, giving them access to Vendor Management. Contracting 1.0+ 22.1+
Vendor Management Site (Contracting & Admin) Edit Vendor Profile Ability to update a vendor's profile in the vendor record. Contracting 1.0+ 22.1+
Vendor Management Site (Contracting & Admin) Configure Portal Ability to configure the public Vendor Portal's images, labels, footer links, and more. Admin 1.1+ 22.2+
Vendor Management Site (Contracting & Admin) Configure Message Templates Ability to configure message templates that can be referenced to more quickly write messages. Admin 1.3+ 22.4+
Vendor Management Site (Vendors) Opportunity Summary Landing Page A summary view of opportunities highlighting opportunities, upcoming deadlines, and updates. Vendor POC & Vendor Admin 1.0+ 22.1+
Vendor Management Site (Vendors) Mark as Interested Ability for vendor to mark themself as interested in an opportunity and start uploading proposal documents. Vendor POC & Vendor Admin 1.0+ 22.1+
Vendor Management Site (Vendors) Upload Proposal Documents Ability to upload proposal documents without automatically submitting. Vendor POC & Vendor Admin 1.0+ 22.1+
Vendor Management Site (Vendors) Submit Proposal Ability to submit proposal when all documents have been uploaded. Vendor POC & Vendor Admin 1.0+ 22.1+
Vendor Management Site (Vendors) Ask Questions Ability to submit questions about an opportunity for contracting to answer. Vendor POC & Vendor Admin 1.0+ 22.1+
Vendor Management Site (Vendors) View Updates Ability to view updates related to relevant opportunities. Vendor POC & Vendor Admin 1.0+ 22.1+
Vendor Management Site (Vendors) Upload Award Document Ability for vendor to upload documents for an award they've been granted. Vendor POC & Vendor Admin 1.3+ 22.4+
Vendor Management Site (Vendors) Messaging Ability to send and receive messages from contracting. Vendor POC & Vendor Admin 1.3+ 22.4+
Vendor Management Site (Vendors) Edit Profile Ability to make changes to the vendor's profile. Vendor Admin 1.0+ 22.1+
Vendor Management Site (Vendors) Update Users Ability to add or deactivate vendor users. Vendor Admin 1.0+ 22.1+
Vendor Portal Register Ability for a public user to register for a vendor account in Vendor Management. Public Vendor User 1.1+ 22.2+
Vendor Portal Log in Ability to access and log in to Vendor Management using vendor credentials. Public Vendor User 1.1+ 22.2+
Vendor Portal View & Search Opportunities Ability for a public user to view and search for publicly posted opportunities. Public Vendor User 1.1+ 22.2+
Vendor Portal View Footer Links & Documents Ability to view links and download documents in the footer section. Public Vendor User 1.1+ 22.2+
Records Opportunities A defined opportunity record that stores opportunity details individually. Contracting, Admin, Vendor POC, Vendor Admin 1.0+ 22.1+
Records Awards A defined award record that stores awared details individually. Contracting, Admin, Vendor POC, Vendor Admin 1.3+ 22.4+
Records Vendors A defined vendor record. Contracting & Admin 1.0+ 22.1+
Integrations SAM.gov Ability to retrieve opportunity data from SAM.gov. Privileged User 1.2+ 22.3+
Integrations Award Management Ability to retrieve award data from and add award data to Award Management. Privileged User 1.3+ 22.4+

*Denotes the supported Appian platform version for the corresponding solution feature.

VM Features

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