Find and add vendors

Add vendors from inside the project so Disqovr creates the correct project relationship. You can search known vendors, review recommendations based on the project brief and capabilities, select several records in bulk, or start the submission path when a company is missing. Adding a vendor does not contact it; outreach and portal access are deliberate later actions.

Before you start

• Confirm the project brief and desired capabilities are current, because they improve recommendation quality.

• Search by company name and website before creating anything new, and check the project list for a vendor already added.

Step by step

1. Open the project picker

Open the project, go to Vendors and choose Add vendor. The picker keeps additions in this project rather than changing every project that uses the same directory record.

2. Search the known records

Use name, category and capability terms to search the curated directory and your workspace’s private vendors. Open a profile when you need to confirm the website or offering.

3. Review recommendations

Open Recommended and generate or refresh suggestions after the brief changes. Recommendations are evidence for discovery, not an automatic endorsement; review each match before selecting it.

4. Select vendors in bulk

Use the bulk picker to select multiple existing records, then add the selection once. Disqovr skips records already attached to the project and reports any plan or project limit that prevents a complete batch.

5. Confirm the project list

Return to the project Vendors page, check the new rows and set the appropriate pipeline state. No invitation is sent until you use an outreach, RFI, demo or proposal action.

What happens next

• Add and verify an outreach contact before releasing an external request.

• Use the missing-vendor submission flow only after the existing-record search is exhausted.

Troubleshooting

A recommended vendor looks unrelated

Improve the project brief and capability requirements, refresh recommendations and apply your own review. Recommendations can be broad when project context is sparse.

Only part of a bulk selection was added

Read the result message for duplicates or plan limits. Remove already-added records and add the remaining eligible vendors separately if needed.

The Add vendor action is unavailable

Check your project role and whether the project is read-only. A workspace role alone may not grant edit access to a restricted project.

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