Tutorials
- Add a Bid for a Vendor in Portfolio Financials
- Add a Member to the Bid Room Team in Portfolio Financials
- Add or Manage Documents for a Bid Room in Portfolio Financials
- Assign an RFI to Bid Room Team Member in Portfolio Financials
- Best Practices for Bid Room Collaborators in Portfolio Financials
- Compare Bids in Portfolio Financials
- Complete Trade Setup Details for a Bid Room in Portfolio Financials
- Create a Bid Form in Portfolio Financials
- Create a Bid Room in Portfolio Financials
- Delete an RFI in Portfolio Financials
- Edit an RFI in Portfolio Financials
- Edit the 'Invitation to Bid' Email in Portfolio Financials
- Edit Trade Setup Details for a Bid Room in Portfolio Financials
- Export RFIs from a Bid Room in Portfolio Financials
- Freeze or Unfreeze a Bidder in Portfolio Financials
- Invite Bidders to a Bid Room in Portfolio Financials
- Post an Answer to an RFI in Portfolio Financials
- Post an RFI in Portfolio Financials
- Preview a Bid as a Bidder in Portfolio Financials
- Remove a Bidder from a Bid Room in Portfolio Financials
- Remove Bidder Contacts from a Bid Room in Portfolio Financials
- Resend an Invitation to Bid in Portfolio Financials
- Restore a Deleted RFI in Portfolio Financials
- Revise a Bid Form in Portfolio Financials
- Select a Bidder to Award a Contract to in Portfolio Financials
- Send a Message to Bidders in Portfolio Financials
- Set Up a Contract Room from a Bid Room in Portfolio Financials
- Unassign an RFI in Portfolio Financials
- Unlock Bids in a Sealed Bid Room in Portfolio Financials
- View Bids in Portfolio Financials
- View Messages and Activity for a Bid Room in Portfolio Financials