Chat with Vendr

IT_Admin Accounts

John Sivewright

Procurement and Intelligence

Step 1: Get Familiar

An overview of how to access Vendr’s pricing data and insights.

Step 2: Get SaaS Pricing Data and Insights

Step 3: Get Our Expert Advice

Step 4: Manage Contract Renewals

Step 5: Build a Great Procurement Process

Step 6: Deploy Vendr to your Organization

Company Rollout Kit - Premium Intelligence

Inviting Users to Vendr

Get Help from Vendr

Getting Started with Vendr

Keep your team up to date on each step of your procurement process through Slack.

Slack

Seamlessly integrate and automate your procurement process by integrating Vendr with existing tech stack.

Webhooks

Automatically sync all of your JumpCloud users into Vendr.

JumpCloud

Automatically sync all of your Okta users into Vendr.

Okta

Automatically sync all of your OneLogin users into Vendr.

OneLogin

Automatically sync all of your Azure Active Directory users into Vendr.

Azure Active Directory

Automatically sync all of your Google Workspace users into Vendr.

Google Workspace

Enable your employees to securely and seamlessly sign in using Single Sign-On (SSO)

Connecting to an SSO provider (SAML 2.0)

Integrations

Vendr Release Notes: January 2024

Vendr Release Notes: February 2024

Vendr Release Notes: March 2024

Vendr Release Notes: April 2024

Vendr Release Notes: May 2024

Vendr Release Notes: June 2024

Vendr Release Notes: July 2024

Release Notes & News

How do I export my data from Vendr?

Uploading Documents to Vendr - FAQ

Procurement FAQs

Notifications

General Settings

Teams

Using Custom Properties in Vendr

Document Types

Navigating the Admin Panel

Approving a Step in Vendr

Navigating Renewals in Vendr

Requests are purchases your team is running through Vendr's approval workflows.

Requests

Streamline Your Workflows with Automations

Getting Started with Automations

How to Build a Workflow Template

Supported Triggers and Actions

Working with Contracts that have an Auto-Renewal Clause

Procurement Efficiency Reporting

Working with Custom Suppliers and Custom Products

Request Categories

Accelerate your contract workflows by emailing documents for upload

Upload Documents to Requests via Email

How to Manage Document Versions

Approvals

Renewing a Contract

Requesting New Software in Vendr

Let Vendr do the negotiating for you! Learn more about how it works.

Vendr Supplier Facing Negotiation Support

Managing Procurement with Vendr

Overview - Premium Intelligence

Intelligence

SaaS Advisory

Accessing and Utilizing Spend Reporting in Vendr

Receive a customized analysis on your contract to leverage in negotiations

Contract Analysis

Savings tracking and insights

Potential Savings

Getting SaaS Pricing Data and Insights

Uploading a Contract

Editing a Contract

What if my Contract isn't renewing?

Working with Subscriptions

Agreement Statuses and Stages

Managing Line Items for Contracts

What does redline threshold mean?

What's the difference between a Contract and a Subscription?

This feature streamlines the process of uploading and analyzing multiple order forms, allowing for efficient contract management.

How to Use the Bulk Contract Extraction Feature

In this section you will find how to guides 

Managing Your Agreements

NetSuite Integration Setup

Quickbooks Online Integration Setup

Sage Intacct Integration Setup

Spend Reporting FAQs

Finance Integrations

Terms of Use

Privacy Policy

Vendr Homepage

Contact Support

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

Prototype answer unavailable

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