DeepStream

This article aims to help you understand what the Dashboard is, its benefits, and how to interact with it

Keep up to date with your Buyer Dashboard

User roles & permissions

Support articles aimed at helping Buyer organisations get the most out of DeepStream.

Buyer Hub 

Inviting Suppliers to DeepStream

Learn how to use Supplier Lists and organise your suppliers by grouping them together

Organise your suppliers using Supplier Lists

This article aims to help you understand what Product & Services Tags are, their benefits, and how to interact with them

Search for new suppliers using Product & Services Tags

Learn how to find new Suppliers through the DeepStream network

Leverage our Network to find new suppliers

Articles aimed at helping Buyers understand the full feature set of the Network module.

Network

Pre-qualification repository 🚁

Learn how to set up, organise, create, manage, and remove questions and categories in your Questions library to streamline Questionnaires.

Setting up the Questions library

Learn how to create, customise, review & publish Questionnaires to gather essential supplier information and manage compliance effectively.

Creating a new Questionnaire

Learn how to send published Questionnaires to Suppliers, invite team members to it, manage recipients, and set up automatic reminders.

Sending a new Questionnaire

Learn how track Active questionnaires and how to review, comment on, approve, or reject Supplier questionnaires.

Reviewing Questionnaires

Learn how to revise, update, and publish Questionnaire changes, manage question edits, and download reports in the Pre-qualification module.

Managing Questionnaires

Learn how to use the various question types when building questionnaires or gathering supplier details in a Request.

Available question types in a Pre-qualification Questionnaire

Articles aimed at helping Buyers understand the full feature set of the Pre-qualification module.

Pre-qualification

Requests repository 🚁

Building and sending a Request

Managing a Request

This article teaches how to use Multi-stage responses on line items enabling to run Requests asking for ‘Best and Final Offers’.

Setting up a Request with Multi-stage Line item responses

Adding Custom and Predefined fields to a Line items section

Locking and Unlocking Supplier responses

This article aims to help you understand our Audit Trail feature, its benefits, and how to interact with it

Keep track of everything using our Audit Trail

Evaluating Supplier Responses

This article provides detailed guidance on building templates for requests

Building templates for Requests

This guide is for buyers to learn how to effectively compare supplier responses using the Comparison Table

Compare Supplier Responses (New)

Building, managing and awarding a Request with Lots

Awarding or Closing a Request

Articles aimed at helping Buyers understand the full feature set of the Requests module.

Requests

Setting up a Request with an eAuction

Running an eAuction

Articles aimed at helping Buyers understand the full feature set of the eAuctions feature.

eAuctions

Contracts repository 🚁

Creating a new - Full workflow type - Contract

Managing a - Full workflow type - Contract

Ending a - Full workflow type - Contract

Creating a new - Legacy type - Contract

Managing a - Legacy type - Contract

Ending a - Legacy type - Contract

Articles aimed at helping Buyers understand the full feature set of the Contracts module.

Contracts

Find the right suppliers faster with enhanced AI-powered Discovery

Discovery repository 🚁

Articles aimed at helping Buyers understand the full feature set of the Discovery module.

Discovery

Drive repository 🚁

Articles aimed at helping Buyers understand the full feature set of the Drive module.

Drive

Learn how to navigate and utilise our Reporting dashboard

How to navigate the Reporting dashboard

Articles aimed at helping Buyers understand the full feature set of the Reporting module.

Reporting

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.