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 24.2 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)	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 Management Site (Vendors)	Opportunities tab in vendor summary	Ability to view only the vendor related opportunities in the vendor summary	Vendor admin, Vendor POC, CO, CS, CM	1.6+	24.2+
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.

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