3. Sourcing

Asite Integration Overview

An overview on Asite integration key features

1 View•26 Aug 2025•Knowledge Article

BETA feature: Including guest vendor users on RFQs

This article is for Organisation Administrators who are needing to enable the Guest Access feature and Staff Users wanting to add Guest Vendor Users to sent RFQs to speed up the quoting process.

1 View•19 Mar 2026•Knowledge Article

Check for InEight Document Updates

A guide on how to check for InEight Document updates via automated or manual checks for Enterprise Users managing Documents via Integration on Request for Quotations.

1 View•8 Jul 2026•Knowledge Article

Column Types and their Settings

A list of the column types with their description and settings for Enterprise Users managing or creating Procurement Schedules.

1 View•19 Mar 2025•Knowledge Article

Connect InEight Document and Felix

How to connect an InEight Document project to Felix

1 View•28 Aug 2025•Knowledge Article

Creating Package Groups and Packages

How-to-Video for Enterprise Users to create package groups and packages.

1 View•20 Aug 2025•Video

Creating a Procurement Schedule

A video guide to creating a Procurement Schedule

1 View•18 Mar 2025•Video

Creating a Request for Quotation

A video guide designed for Enterprise Users on how to create a Request for Quotation in the Felix platform.

1 View•25 Aug 2025•Video

Do More in One Place with Pricing Schedule

Improvements on pricing schedule

1 View•27 Aug 2025•Release Notes

Editing and issuing a revision to a Pricing Schedule

A guide to editing, updating and sending new revisions of a Pricing Schedule in Felix

1 View•22 Aug 2025•Knowledge Article

Frozen Columns by Default

Frozen columns for Enterprise Users to track main information.

1 View•20 Aug 2025•Knowledge Article

Get Notified When a Vendor Submits a Quote

How Enterprise Users can enable notification for individual quote responses.

1 View•20 Aug 2025•Knowledge Article

Global Security Groups Permissions

Global security groups permissions available to organisations.

1 View•20 Aug 2025•Knowledge Article

How to Add Services to an RFQ

How Enterprise Users can add services, setting pricing requirements and quote requirements, adding evaluation templates, and assigning documents to a service

1 View•27 Aug 2025•Knowledge Article

How to Add an RFQ Watcher to an RFQ

How an Enterprise User can add an RFQ Watcher to an RFQ in Projects.

1 View•20 Aug 2025•Knowledge Article

How to Allow Vendors to Update Quotes

A guide to how to enable or disable the ability for Vendors to update their quotes, both at the creation stage and after sending an RFQ

1 View•22 Aug 2025•Knowledge Article

How to Assign a New RFQ Owner

How Enterprise Users can assign a new RFQ Owner during RFQ creation.

1 View•20 Aug 2025•Knowledge Article

How to Assign a New RFQ Owner on Open RFQ

How Enterprise Users can assign a new RFQ Owner on open RFQ

1 View•20 Aug 2025•Knowledge Article

How to Assign an Evaluation within an RFQ

How Enterprise Users can assign an evaluation in a single RFQ

1 View•20 Aug 2025•Knowledge Article

How to Award a Vendor

How Enterprise Users can award a vendor in Felix

1 View•27 Aug 2025•Knowledge Article

How to Check When an RFQ was Declined

How enterprise Users can check for the date and time details as to when an RFQ was declined

1 View•20 Aug 2025•Knowledge Article

How to Check for Aconex Document Updates

Checking updates for Aconex document

1 View•19 Jun 2024•Knowledge Article

How to Comment and Manage Comments

How Enterprise Users can view, edit, delete or leave a comment within a package.

1 View•20 Aug 2025•Knowledge Article

How to Configure Columns in the Summary Dashboard

How Enterprise Users can configure columns in the Summary dashboard.

1 View•20 Aug 2025•Knowledge Article

How to Configure Document Groups

How Enterprise Users can add, delete or change the availability of a document group and allow users to create one during RFQ creation

1 View•19 Aug 2025•Knowledge Article

How to Configure Requested Document Types

How Enterprise Users can add, delete or changing the availability of a requested document type and allow users to create one during RFQ creation

1 View•20 Aug 2025•Knowledge Article

How to Configure Vendor Matching Limits

How an Enterprise User can set a vendor matching limit in RFQ settings.

1 View•20 Aug 2025•Knowledge Article

How to Correspond with Vendors

Sending a notice to all tenderers, an addendum or viewing and replying to an RFI

1 View•22 Aug 2025•Knowledge Article

How to Create Folders Within a Project

A guide for Enterprise Users on how to create a folder within a project

1 View•20 Aug 2025•Knowledge Article

How to Create a Custom Pricing Schedule

A guide for Enterprise Users on how to create a custom pricing schedule during the RFQ creation in Felix.

1 View•19 Aug 2025•Knowledge Article

How to Create a Project Group

How Enterprise Users can create and import project groups to organise RFQs within Felix

1 View•26 Aug 2025•Knowledge Article

How to Create an RFQ

A guide for Enterprise Users on how to create an RFQ

1 View•20 Aug 2025•Knowledge Article

How to Create an RFQ from a Package

A guide for Enterprise Users on how to create an RFQ from a package.

1 View•20 Aug 2025•Knowledge Article

How to Create an RFx Event from a Project or Procurement Schedule

Explains how Organisation users can now launch the Create Request modal to start a Quick Form (RFx) or Detailed Form (Legacy RFQ) directly from a Project page, the Project Folders view, or a Procurement Schedule package — in addition to the existing RFQ Listing entry point. Covers how the Project and Folder fields pre-fill depending on where the modal is opened, how to optionally import Project documents into the new event's Attachments section, the resulting document group display order, and which fields (Start Date, End Date, Description, Location, Category) carry over from the Project or Package into the newly created RFx or Legacy RFQ.

1 View•30 Jul 2026•Knowledge Article

How to Create and Delete Procurement Schedules

A guide for Enterprise users to assist in the creation and deletion of Procurement Schedules within the Sourcing module.

1 View•24 Aug 2025•Knowledge Article

How to Create and Manage Column Groups

A guide for Enterprise Users on how to create, edit, reorganise, delete, hide or unhide a column group in Felix Project.

1 View•19 Aug 2025•Knowledge Article

How to Create and Manage Columns

A guide for Enterprise Users on how to manage, create, edit, reorganise, delete, hide or unhide a columns in Felix Project.

1 View•14 Aug 2025•Knowledge Article

How to Create and Manage Package Groups

A guide for creating, editing, reorganising or deleting Package Groups

1 View•24 Aug 2025•Knowledge Article

How to Create and Manage Packages

A guide or Enterprise Users on Creating, viewing, editing, reorganising, deleting or duplicating a package in Felix Project.

1 View•14 Aug 2025•Knowledge Article

How to Create and Modify Projects

How Enterprise Users can create and modify projects

1 View•20 Aug 2025•Knowledge Article

How to Engage a Vendor within an RFQ

A guide for Enterprise Users on how to create or send an engagement to a vendor from a response within the RFQ.

1 View•21 Aug 2025•Knowledge Article

How to Export a Procurement Schedule

A guide or Enterprise Users on how to export a procurement schedule.

1 View•20 Aug 2025•Knowledge Article

How to Filter Columns

How Enterprise Users can add, delete or reset a column filter.

1 View•20 Aug 2025•Knowledge Article

How to Import Aconex Documents

A guide or Enterprise Users on how to import Aconex documents during RFQ creation and on an open RFQ.

1 View•27 Aug 2025•Knowledge Article

How to Import a Procurement Schedule

A guide for Enterprise Users on how to import a CSV file in the procurement schedule.

1 View•20 Aug 2025•Knowledge Article

How to Invite Additional Vendors to an RFQ

A guide for Enterprise Users on how to invite additional vendors to an RFQ.

1 View•20 Aug 2025•Knowledge Article

How to Link an RFQ to a Package

A guide for Enterprise Users who are creating and managing Procurement Schedules, and need to link a Request for Quotation (RFQ) to a Package.

1 View•25 Aug 2025•Knowledge Article

How to Manage Quoting Periods

How Enterprise Users can close or re-open an RFQ and extend the quoting period for an RFQ or for a single service

1 View•27 Aug 2025•Knowledge Article

How to Manage Your Project Groups

How Enterprise Users can manage, edit, archive, restore and export a project group

1 View•26 Aug 2025•Knowledge Article

How to Prepare an Approval

A guide for Enterprise Users using the Sourcing module, who are required to prepare Approval Workflows for Requests for Quotation (RFQ) or Recommendations for Award (RFA).

1 View•25 Aug 2025•Knowledge Article

How to Release Aconex Document Revisions

How Enterprise Users can release a revised Aconex document or skip a revision

1 View•20 Aug 2025•Knowledge Article

How to Remind Vendors to Quote

How Enterprise Users can track vendor's quoting progress and send vendors a reminder to quote.

1 View•20 Aug 2025•Knowledge Article

How to Restrict Access to Column Groups

How Enterprise Users can restrict access to column groups

1 View•20 Aug 2025•Knowledge Article

How to Restrict Package Groups Visibility

How Enterprise Users can add or remove a user or team permission from a package group in Felix.

1 View•15 Aug 2025•Knowledge Article

How to Review RFQ Responses

How Enterprise Users can view an individual quote, comparison of quotes or pricing schedule comparison in Felix.

1 View•27 Aug 2025•Knowledge Article

How to Review and Distribute an RFQ

A guide for Enterprise Users on how to review and distribute an RFQ

1 View•20 Aug 2025•Knowledge Article

How to Review, Analyse, and Normalise the Pricing Schedule

An in-depth guide for Enterprise Users on how to review, analyse and normalise the pricing schedule in RFQ's in Felix.

1 View•20 Aug 2025•Knowledge Article

How to Sort Columns

A guide for Enterprise Users on how to sort columns, including adding, deleting or resetting a sort.

1 View•20 Aug 2025•Knowledge Article

How to Upload Documents to an RFQ

How Enterprise Users can access or upload documents to an RFQ.

1 View•20 Aug 2025•Knowledge Article

How to add documents and notes to an RFQ

Adding, updating or viewing the revision history of a document and adding notes

1 View•22 Aug 2025•Knowledge Article

How to check for Asite document updates

Automated or manual checks for Asite updates

1 View•26 Aug 2025•Knowledge Article

How to connect Asite and Felix

How to allow users to import files from Asite into RFQs in Felix.

1 View•26 Aug 2025•Knowledge Article

How to correspond with vendors on an RFQ

A guide for Enterprise Users on how to send notice to all tenders, send an addendum, confirm vendors have acknowledged addendums, send direct messages and receive correspondents on an RFQ.

1 View•27 Aug 2025•Knowledge Article

How to import documents from Asite

Importing, filtering and selecting documents from Asite

1 View•7 Nov 2025•Knowledge Article

How to recommend a vendor for award (RFA)

A guide for Enterprise Users on how to raise an award from an RFQ in Felix.

1 View•17 Aug 2025•Knowledge Article

How to release Asite document revisions

How to release single, multiple or all Asite document revisions

1 View•26 Aug 2025•Knowledge Article

How to view and send messages on an RFQ

A guide for Vendor Users on how to view RFQ messages, create an RFI, acknowledge and respond to addendums or respond and send direct messages in Felix.

1 View•22 Aug 2025•Knowledge Article

Import from InEight Document

A guide for Enterprise users with the Ineight DMS Intergration package, on how to import project files from InEight Document when creating, or updating an RFQ.

1 View•22 Aug 2025•Knowledge Article

Importing or updating a Procurement Schedule via spreadsheet

A guide for Enterprise Users on to import or update a procurement schedule via a spreadsheet

1 View•25 Aug 2025•Knowledge Article

Legacy RFQ vs RFx Comparison

1 View•14 Jul 2026•Knowledge Article

Managing Post Tender Requests

A guide for Enterprise Users on how to manage post tender requests, such as track vendor statuses, respond to requests, view responses, issue new requests and engage with vendors.

1 View•27 Aug 2025•Knowledge Article

Procurement Schedule Overview

An overview for Enterprise Users on procurement schedules and their key features and packages.

1 View•18 Aug 2025•Knowledge Article

Procurement Schedule Templates

An overview for Enterprise Users on procurement schedule templates in Felix.

1 View•24 Aug 2025•Knowledge Article

Procurement Schedule Views

An overview for Enterprise Users on Procurement schedule views in Felix.

1 View•15 Aug 2025•Knowledge Article

Project Settings and Permissions

A guide for Enterprise Users on understanding project settings and permissions

1 View•20 Aug 2025•Knowledge Article

RFx Events (Alpha Release): How to Create an RFQ

Creating an RFQ featuring the RFx workflow Alpha release

1 View•22 Aug 2025•Knowledge Article

RFx Template Configurations

How to set up templates and the configuration options available in RFx templates

1 View•21 Aug 2025•Knowledge Article

Responding on Behalf of a Vendor

This feature allows an organisation to quote or decline an RFQ on behalf of the vendor.

1 View•21 Aug 2025•Knowledge Article

Sealed Bidding

An overview for enterprise Users on sealed bidding

1 View•21 Aug 2025•Knowledge Article

Sending a Post Tender Request

A guide for Enterprise Users on how to send a post tender request with selected quoted vendors in Felix.

1 View•17 Aug 2025•Knowledge Article

Service users for Integrations

An overview for Enterprise Users on Service users for Integrations

1 View•26 Aug 2025•Knowledge Article

Simplifying the RFQ Response Process

Improvements on the RFQ response process

1 View•22 Aug 2025•Release Notes

Sourcing Overview

A short video providing an overview of the Sourcing module within Felix for Organisations

1 View•2 Jul 2024•Video

Splitting Package Budget within an RFQ for Multiple Awards

How Enterprise Users can split package budget within an RFQ for multiple awards

1 View•22 Aug 2025•Knowledge Article

Tender Closing Time

Tender closing time

1 View•21 Aug 2025•Knowledge Article

Understanding Availability Types

An overview for Enterprise Users on availability types of document groups and requested documents and their description

1 View•21 Aug 2025•Knowledge Article

Understanding Post Tender Requests

A guide for Enterprise Users on how to understand post tender requests, their limitations, rules, and response options.

1 View•18 Aug 2025•Knowledge Article

Understanding Project Groups

A guide for Enterprise Users on how to access and understand project groups

1 View•26 Aug 2025•Knowledge Article

Understanding RFQs

A guide for Enterprise Users on understanding and the creation of RFQs

1 View•21 Aug 2025•Knowledge Article

Using 'Lookup' in Procurement Schedule

1 View•5 Jan 2026•Knowledge Article

What is a Project

An overview of the Projects feature for Enterprise Users using the Sourcing module in Felix.

1 View•25 Aug 2025•Knowledge Article

What is a Request for Quotation

An overview for Enterprise Users on RFQs

1 View•21 Aug 2025•Knowledge Article