| This content applies solely to Vendor Management, which must be purchased separately from the Appian base platform. This content was written for Appian 24.1 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.
| Area | Feature | Description | User/Group Access | VM Version | Appian Platform* |
|---|---|---|---|---|---|
| Vendor Management Site (Contracting & Admin) | Vendor Management Home Page | A view of up to six opportunities recently created by the user and key oppportunity attributes. | CO, CS, CM, Admin | 1.0+ | 22.1+ |
| Vendor Management Site (Contracting & Admin) | Create Opportunity Wizard | A guided process to create and define the opportunity details, attachments, and required documents (either manually or by importing an opportunity from SAM.gov). | CO, CS, CM | 1.0+ | 22.1+ |
| Vendor Management Site (Contracting & Admin) | Edit Opportunity | Ability to continue or update opportunity data as more opportunity information is collected. | CO, CS, CM | 1.0+ | 22.1+ |
| Vendor Management Site (Contracting & Admin) | Amend Notice | Ability to amend an opportunity after it has been posted. | CO, CS, CM | 1.3+ | 22.4+ |
| Vendor Management Site (Contracting & Admin) | Close Opportunity | Ability to close opportunity and stop receiving submissions from vendors. | CO, CS, CM | 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. | CO, CS, CM | 1.0+ | 22.1+ |
| Vendor Management Site (Contracting & Admin) | Request Resubmission | Ability to open a resubmission window for select vendors who initially submitted on an opportunity on time. | CO, CS, CM | 1.5+ | 24.1+ |
| Vendor Management Site (Contracting & Admin) | View and Download Proposals | Ability to view and download proposals submitted by vendors. | CO, CS, CM | 1.0+ | 22.1+ |
| Vendor Management Site (Contracting & Admin) | Answer Vendor Questions | Ability to view and provide answers to questions submitted by vendors. | CO, CS, CM | 1.0+ | 22.1+ |
| Vendor Management Site (Contracting & Admin) | AI: Group Vendor Questions | Ability to group questions for a given opportunity into similar categories using Azure OpenAI to improve efficieny answering questions. | CO, CS, CM | 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. | CO, CS, CM | 1.3+ | 22.4+ |
| Vendor Management Site (Contracting & Admin) | Messaging | Ability to securely send and receive messages from Vendor users on opportunities and awards within the Vendor Management solution. | CO, CS, CM | 1.3+ | 22.4+ |
| Vendor Management Site (Contracting & Admin) | AI: Message Thread Summarization | Ability for users to read an Azure OpenAI-generated summary of a message thread to quickly determine if they need to read the thread in more detail and respond. | CO, CS, CM | 1.4+ | 23.2+ |
| Vendor Management Site (Contracting & Admin) | Register Vendor | Ability to add a vendor to the vendor record, giving them access to Vendor Management. | CO, CS, CM | 1.0+ | 22.1+ |
| Vendor Management Site (Contracting & Admin) | Edit Vendor Profile | Ability to update a vendor's profile in the vendor record. | CO, CS, CM | 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) | Vendor Home Page | A view of key opportunity metrics, current opportunities the vendor marked interested, upcoming deadlines, and updates. | Vendor POC & Vendor Admin | 1.0+ | 22.1+ |
| Vendor Management Site (Vendors) | Proposals View | A dedicated view for a vendor user to see each of the versions of proposal documents their vendor submitted for a given opportunity. | Vendor POC & Vendor Admin | 1.5+ | 24.1+ |
| Vendor Management Site (Vendors) | Mark as Interested | Ability for vendor to indicate interest 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) | Questions | Ability to submit questions about an opportunity for contracting to answer and to view answers provided by contracting for all anonymous questions asked by all vendors. | 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 securely send and receive messages from Contracting Officers on opportunities and awards within the Vendor Management solution. | 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. | CO, CS, CM, Admin, Vendor POC, Vendor Admin | 1.0+ | 22.1+ |
| Records | Awards | A defined award record that stores award details individually. | CO, CS, CM, Admin, Vendor POC, Vendor Admin | 1.3+ | 22.4+ |
| Records | Vendors | A defined vendor record. | CO, CS, CM, 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+ |
| Integrations | Azure OpenAI | Ability to leverage Azure OpenAI for AI features available in Vendor Management. | Privileged User | 1.4+ | 23.2+ |
| Integrations | Google reCAPTCHA | Ability to protect the public Vendor Portal from malicious attacks with Google reCAPTCHA. | Privileged User | 1.1+ | 22,2+ |
*Denotes the supported Appian platform version for the corresponding solution feature.
VM Features
