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Approving Suppliers through Pre-Qualification
Approving Suppliers through Pre-Qualification

This article covers how to review and approve suppliers through pre-qualification.

Anika Gadher avatar
Written by Anika Gadher
Updated over a week ago

This article is intended for buyers. If you’re a supplier, check out our supplier help articles here.


Approving suppliers through Pre-qualification will add them to the Pre-qualification list in your Supplier library in the Network tab, allowing you to filter suppliers, only seeing those who have been approved across all the necessary questionnaires.

The article will cover:

Automatic Reminders

Automatic reminders will be sent to suppliers when they have an outstanding actions. These reminders will be sent every five days until the task has been completed. Outstanding actions include:

  • No response (accept or decline) to a sent questionnaire

  • A questionnaire is incomplete with no recent actions taken against it

  • A complete but un-submitted questionnaire

How to Review

After a supplier completes their questionnaire, they'll submit it, transitioning the status from 'In Progress' to 'Pending Review.' At this stage, head to the Pre-qualification tab to review the supplier's questionnaire. The status can be seen by the icon to the left of the Questionnaire, or the status label underneath. The approval process kicks in when a questionnaire is in the 'Pending Review' status.

  1. Click on the Pre-qualification tab.

  2. On the left hand side click on Questionnaires tab.

  3. Click Active on the left hand side and you will see your questionnaire.

  4. Select the one that says Pending Review or has the yellow triangle icon, by hovering over it and clicking Open.

  5. At the top it will say, ‘A decision is required’, you have three options to choose from: Approve, Reject or Require more information.

Buyer’s Review Capabilities

As a buyer, you have powerful tools at your fingertips during the review phase. These tools come in the form of commenting and reviewing responses.


Allows you as a buyer to provide feedback on any or all questions directly within the platform. The suppliers will be notified about the comments and can respond directly. To do this:

  1. Click on a question.

  2. On the right hand side there will be an ‘Activity & Comments’ box, use the comment box to leave comments, questions or feedback for the Supplier.

Review Responses

By clicking on a question you will be able to see their answers. For longer responses, such as long-answer questions, you may have to scroll down to see their response in full.

Decision-Making Options

Once you’ve thoroughly reviewed the supplier's questionnaire, it’s time to make a decision. To do this, you have 3 options to choose from:

Option 1: Approve

If you're satisfied with the submission, choose Approve.

This action moves the questionnaire status to 'Approved,' adding them to your list of trusted suppliers. It will also disable all questions from being updated, so the Supplier cannot update their responses or leave new comments.

Option 2: Reject

If the submission doesn't meet your expectations, select Reject.

This action moves the questionnaire status to 'Rejected,' clearly indicating your decision to Reject the Supplier on the basis of their answers. It will also disable all questions from being updated, so the supplier cannot update their responses or leave new comments.

Option 3: Require More Information

If additional information is required, choose Require more information.

This action sends the questionnaire status back to 'In Progress,' allowing for further collaboration from the Supplier. This action will re-enable all questions for updating/commenting, opening communication with the Supplier again.

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