Ensure wide and high response rates with a simple vendor invite flow
Overview
Once your request is active, you will be able to invite vendors to respond. There are several options for inviting vendors.
Inviting Through Cotiss
If inviting users through the Cotiss platform, vendors will receive a direct invitation to respond. This email is sent directly through Cotiss.
Once you have searched for, and found the correct entity, you will be able to select existing users (if they exist) or invite new users to claim that account.
Invite from contact list
If you have existing contacts in the platform, you can invite them as vendors to respond to a request.
Invite new contact
If a vendor is not on your contact list, you can search and invite organisations. To do so, you will have to search by:
- Entity Type: Type of legal entity
- Country: Jurisdiction of legal entity
- Contact Name: Name of entity as per registry
- Company Number: Company number (if applicable) as per registry
Once you have found the correct entity, you will be able to add users to invite.
Invite via a shareable link
If you wish to send your own email or do not have all the details required to add a new vendor, you are able to send them a shareable link. This link will grant them access to the listing when they respond.
Using the shareable link is useful if you wish to write a custom message to the vendor(s).