"Preferred" and "Compliant" are now separate
Preferred Vendors = vendors your company wants to work with long-term
Compliant Vendors = vendors who are eligible to work but may not be “preferred”
This lets ELs promote quality, reputation, and partnership (not just compliance)
Note: Vendors can now be invited to become compliant without being added to the preferred list.
Updated Vendors Page
“My Vendors” is now simply called Vendors
Tabs reduced from many → just two:
All Vendors
Pending Tasks
You can now toggle to show only Preferred Vendors
New global search, filters (compliance, service category, rating, etc.) and sorting options added
New Add Vendor Flow for PMs
Click “Add Vendor” → opens a side panel
Search by name/email/address to check if they’re already on VendorPM
If not found, use the Add New Vendor CTA to submit the following mandatory vendor info:
Company name
Email
Address
Phone
Service types
Reason for addition (shown to the EL)
PMs must confirm & submit the request → sent to ELs for approval
Changes for Enterprise Leaders (ELs)
ELs now approve vendor additions
All new vendors submitted by PMs require EL approval
ELs receive batched emails every 4 hours with requests
The Pending Tasks tab consolidates all:
Vendor addition requests
Compliance exemption requests
Review & Action Vendor Requests
From the Pending Tasks tab, ELs can:
Approve = vendor is added to Preferred list
Decline = request is dismissed
RFQ Flow Changes
Inviting a vendor from an RFQ no longer adds them to the preferred list
“Add Vendor” has been replaced with “Invite/Remove Vendor”
Vendors invited through RFQs will appear in the RFQ only (not in your vendor list)
Coming soon: You’ll be able to add preferred vendors from the RFQ flow directly
Track Your Preferred Vendor Usage
New Widget on EL Homepage:
See % of jobs awarded to preferred vendors
Export full breakdown via CSV (includes job, property, vendor info)
Better Search, Filter & Sort Options
Now available on the Vendors page and Pending Tasks tab:
Filters: compliance, rating, union status, service types & more
Sort options: by rating, recent jobs, compliance level, A-Z, etc.
Preferred Only toggle to narrow your view
Where to Find Preferred Vendor Info
Preferred vendors have a blue checkmark badge
You can see this across:
Vendor profile pages
Marketplace search results
Reports and the vendor list
Clean List = More Control
With this update, your PMC can:
Keep a clean vendor list
Avoid auto-adding vendors who are only needed for one-time jobs
Put decision-making back in ELs’ hands