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Getting Started

Artificial Intelligence (AI) in oboloo Viewing My Records Add a New User Import Suppliers Into oboloo Import Contracts Into oboloo Add a New Supplier Create a New Sourcing Activity (End-to-End Guide) Add a New Savings Initiative Add a New Contract View Your Access Rights User Roles & Access Rights (RBAC) Add or Delete Dropdown Values Create and Manage Custom Fields Create and Manage Custom Tabs

Set Up oboloo With the Onboarding Wizard Your Profile Menu

Importing Data

Import Suppliers Into oboloo Import Contracts Into oboloo

Knowledge Base

Supplier Management - General

Generate a Supplier AI Summary Add a New Supplier Archive and Unarchive Suppliers Approve or Reject a Supplier View the Supplier Change Log Navigating the Supplier Management Home Page Import Suppliers Into oboloo Export Suppliers Manage Supplier Owners Automated Supplier Notifications Create Custom Supplier Notifications

Supplier Management - Documents

Add and Request Supplier Documents Approve Supplier Documents Archive and Unarchive Supplier Documents

Supplier Management - Scorecards

Create a Supplier Scorecard Clone a Supplier Scorecard Edit a Supplier Scorecard Evaluate Suppliers With Supplier Self-Assessment Scorecards Evaluate Suppliers With Internal Supplier Scorecards View Historic Scorecards and Score Trends Archive and Unarchive Supplier Scorecards Supplier Scorecard Calculations

Supplier Management - Onboarding

Supplier Onboarding Overview Create and Manage Supplier Onboarding Packages

Supplier Management - Compliance

Screen Suppliers Against Sanctions Lists Set the Primary Supplier Contact Using the Supplier Compliance Report

Sourcing (RFX) - General

Export Sourcing Activities Use Sourcing AI Summaries Introduction to the oboloo Sourcing Module Navigating the eSourcing Home Page Automated Sourcing Notifications Create Custom Sourcing Notifications

Sourcing (RFX) - Creating a Sourcing Activity

Save and Resume a Draft Sourcing Activity Request Documents From Suppliers in a Sourcing Activity Create a New Sourcing Activity (End-to-End Guide) Customising Your Sourcing Activity Set Opening and Closing Dates for a Sourcing Activity Add Internal Sections to a Sourcing Activity Add Supplier Sections to a Sourcing Activity Add Supplier Questionnaires to a Sourcing Activity Add Pricing Requests to a Sourcing Activity Add Supporting Documents to a Sourcing Activity Apply Weighted Scoring to a Sourcing Activity Invite Suppliers to a Sourcing Activity

Sourcing (RFX) - Sourcing Library

Sourcing Library Overview: Internal and Supplier Sections Add Supplier Sections to a Sourcing Activity Add Internal Sections to a Sourcing Activity

Sourcing (RFX) - Questionnaires

Overview of Supplier Questionnaires Create, Edit, Clone and Archive a Supplier Questionnaire Add Supplier Questionnaires to a Sourcing Activity

Sourcing (RFX) - Supplier Scoring & Evaluation

View Historic Supplier Submissions View Supplier Responses to a Sourcing Activity Assign Scorers to Supplier Responses Score Supplier Responses Against a Sourcing Activity Supplier Scoring Analysis and Insights Financial Analysis of Supplier Pricing in oboloo

Sourcing (RFX) - Managing Sourcing Activities

Reopen or Edit a Sourcing Activity Award a Supplier Against a Sourcing Activity Cancel a Sourcing Activity Message Suppliers in a Sourcing Activity (eSourcing Chat) Add and Remove Sourcing Owners View Historic Supplier Submissions

Savings Management - General

Use Savings AI Summaries Savings Milestone Reporting How Does Savings Management Work? - Quick Overview Navigating the Savings Management Home Page Add a New Savings Initiative Approving Savings Archive and Unarchive Savings Add and Remove Savings Owners Create Custom Savings Notifications Automated Savings Notifications View the Savings Change Log Export Savings Approve Savings Milestones

Savings Management - Milestones

Milestones Overview Edit and Complete Milestones for a Savings Record Edit Exchange Rates per Milestone

Savings Management - Calculations

Understanding the Savings Dashboard How Are Savings Calculated Within oboloo?

Savings Management - Currencies & Exchange Rates

Understanding Currency Conversion in oboloo Savings Management Edit Exchange Rates per Milestone

Contract Management - General

View and Edit a Contract Record Using the Contract Compliance Report Generate a Contract AI Summary Add a New Contract Import Contracts Into oboloo Export Contracts Give Notice on a Contract Navigating the Contract Management Home Page Request Approval and Approve or Reject a Contract Archive and Unarchive Contracts Manage Contract Owners Create Custom Contract Notifications Automated Contract Notifications View the Contract Change Log

Contract Management - Documents

Add and Request Contract Documents Approve Contract Documents Archive and Unarchive Contract Documents

Admin and Security

Restrict Access to Individual Records Viewing a User's Assigned Records Viewing My Records Reset a Forgotten Password Change Your Password Sign In With Two-Factor Authentication (2FA) Sign In With Microsoft Single Sign-On (SSO) Change Your System Language Add or Update Your Profile Picture User Roles & Access Rights (RBAC) View Your Access Rights Assign and Revoke Licences (Paid Plans Only) Activate and Deactivate Users (Free Plan Only) Understanding the Primary User Manage Active Sessions & New Device Sign-In Notifications

System Interface & Alerts

Latest Activity – Logging Notes, Calls, Meetings and Tasks Add or Delete Dropdown Values Create and Manage Custom Fields Create and Manage Custom Tabs Customise Table Views (Add and Remove Columns) Export, Sort and Filter Tables Automated Notifications Create Custom Notifications

System Settings

Demo Records and Removing Demo Data Automate Supplier and Contract Document Renewals Uploading or Migrating Your Data into oboloo Add a New User Add a New Location Edit or Delete a Location Add a New Department Edit or Delete a Department Add a New Currency Update Currency Exchange Rates Base Currency Overview Update the Base Currency Update Your Company Date Format Add or Update Your Company Logo Update Your Company Time Zone

Plans and Billing

What's Included on the Free Plan and Plus Plans Upgrade Your oboloo Subscription Add or Remove Modules on Your Subscription (Plus Plans Only) Increase or Decrease Your Licence Quantity Free Forever Plan Plus Plans Switch Between Monthly and Annual Billing Update Your Payment Method View and Download Your oboloo Invoices Cancel Your oboloo Subscription

Integrations

No-code Integrations

Connect oboloo to Other Apps With Zapier

API

API Developer Documentation Create and Test an API Key

Roadmap

Supplier Portal Knowledge Hub

Responding To A Document Request

Upload a Requested Supplier Document Upload a Requested Contract Document

Responding To A Questionnaire Request

Respond to a Questionnaire Request

Responding To A Sourcing Activity

Respond to a Sourcing Activity Respond to a Reopened Sourcing Activity Respond to a Sourcing Activity as a Team Message the Buyer in a Sourcing Activity (Private Chat and Announcements) View the Change Log on Your Sourcing Response

Log In to the oboloo Supplier Portal Change the Language in the Supplier Portal

AI & MCP Server

Use oboloo AI (Assist) Connect ChatGPT to oboloo Connecting Microsoft Co-Pilot(AI) Connect Claude to oboloo

Contact us

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AI & MCP Server

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AI & MCP Server

AI & MCP Server

View as Markdown Open in ChatGPT Open in Claude Open in Cursor Open in Scira AI

Use oboloo AI (Assist) oboloo AI (also called oboloo Assist) answers plain-English questions about your suppliers, contracts, documents, sourcing activities and savings, using only...

Connect ChatGPT to oboloo

Connecting Microsoft Co-Pilot(AI)

Connect Claude to oboloo

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Release Notes