June 2024

Shared Module Features

Instant updates for DocuSign approvals

With DocuSign Connect, updates in DocuSign regarding individuals signing a document are now instantly reflected in your approval, eliminating the previous delay that could take several hours. To utilize this new feature, you must update your existing DocuSign integration settings with VendorPanel. Please follow this guide to update your DocuSign settings or contact support if you need assistance with this process.

Policy Guide in Home

Policy guide is now available as a replacement for the Sentence Builder

Creating template actions

It is now possible to create template actions directly from the global settings page, whereas previously, an action had to be created before it could be templated.

Procurement Planning

Create public tender

Currently, transitioning from the Procurement Planning module to the GTM stage requires users to reselect the process type. By implementing a feature to lock down the process selection through the GTM API, we aim to streamline the transition, ensuring adherence to the approved selection and reducing time and errors.

Ability to include evaluation criteria

Previously, to define your evaluation criteria in your Procurement Plan, it was necessary to have purchased the Advanced Evaluations module. Now, you can establish your criteria regardless of whether you have Advanced Evaluations or not.

Rebrand of 'File Notes' to 'More Options'

To better reflect the functionality of the section, the 'File Notes' section within a module has been rebranded to 'More Options'.

Custom Reporting Fields

The custom reporting fields functionality that was recently released for our Contracts module is now also available in Procurement Planning, see here for details Custom Reporting Fields Article

New mail merge codes

New mail merge codes have been integrated into the Procurement Planning module to reduce report completion time and help minimizing errors.

Contract Management

Add More Options area to KPI

The Contracts module now includes a file notes area in Key Performance Indicators (KPIs), allowing users to add commentary or annotations to better understand and track KPI results.

Sample tabular reports

A set of pre-defined tabular reports has been added to the Contracts module, enhancing contract management processes by providing key insights and streamlining various activities.

Payment Certificate units

The Payment Certificates feature now uses the same 'Units' managed list as the Schedule of Rates, reducing discrepancies, administrative overhead, and improving accuracy in invoice and payment processing.

Addition of clause name alongside clause number

The Contracts module now includes both clause number and name, allowing users to quickly identify clauses directly from the contract overview screens without the need to peruse individual contracts.

Milestone columns in Contract Management

The milestone child table in the Contracts module has been updated to display additional columns, providing a comprehensive at-a-glance view of milestone statuses.

Information Request Management

Access Charge Calculation

The capability now exists to record the amounts paid towards access charges and to manage any discounts or waivers accordingly.

Optimising and renaming the "Ombudsman" report

The previously named "Ombudsman" report can now have a configurable name to better align with the preferred terminology in your region or sector. We've also improved the performance of loading the report