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TakeTurns improves

RFx

RFx (Request for Information/Proposal/Quote) are complex processes where procurement teams need to share, request and review documents with many vendors in parallel. Unfortunately, most of this is done today by email, which makes it difficult to track completion and deadlines.

TakeTurns helps you streamline the RFx process with your vendors. It adds the structure, security, and transparency that’s been missing from email, which are the root causes of many of the inefficiencies found in the RFx process.

TakeTurns is the perfect complement to your procurement system for vendor-facing collaboration.
Contact us
Learn how to improve your RFx process
TakeTurns also helps you support
‍vendor onboarding or contract negotiation.
"With TakeTurns, we can track all RFP responses from vendors without missing any important file or message"
Jackie, Strategic Sourcing Specialist
Stay on top of your RFx with the Collaboration Ledger
TakeTurns is built on an immutable and secure ledger that is a timeline of your RFx. It helps you stay on top of things by recording every document you share, request, review, and every message you exchange with your vendors.

Stop emailing, start inviting

Invite your vendors to a secure workspace where you share your RFx and collect responses. All they need to do is verify their email address. Passwordless invites are easy and secure.

There's only one thread per vendor for your RFx process. It's clear and transparent for everyone.
You can set deadlines with vendors to make sure you meet your RFx objective
Invite vendors to participate to RFx in TakeTurns
Share and collect RFx documents in TakeTurns

Share and collect docs turn-by-turn

It's always clear whose turn it is to work. You trade control with your vendor over the entire RFx process to request and review documents. Should issues arise, use the built-in chat to start a discussion.
Your vendors can upload requested documents. TakeTurns replaces the disorganization created by email.

Track versions automatically

Each party can upload revisions of documents. TakeTurns automatically tracks versions so you always know who did what and when.
No more confusion on which is the last version of a file
Track RFP document versions in TakeTurns
Track progress of vendors RFx responses in TakeTurns

See the big picture

With Recap, all participants can see a complete timeline of the RFx process to understand who did what and when.
Recap is great to keep track of a process, but also to get new joiners up to speed.

One-click archiving

When your RFx process is done, wrap it up to formally close it and generate a full archive with all documents and messages between parties.
Save hours of manual archiving of emails and attachments
Erap-up and archive RFx responses in TakeTurns

Learn why procurement teams are adopting TakeTurns
as their go-to collaboration app

Improving the RFx Process with TakeTurns

Improving the RFx Process with TakeTurns

Improve your RFx, RFI, RFP processes. Our structured but flexible approach simplifies interactions and nurtures stronger relationships with suppliers.
How a purchasing manager uses TakeTurns to streamline vendor onboarding

How a purchasing manager uses TakeTurns to streamline vendor onboarding

Vendor onboarding is often a lengthy and disorganized process that can be frustrating for those involved. One reason is that for many organizations, onboarding occurs via email, which can lead to lost or missing documentation. In this article we describe how a vendor onboarding team uses TakeTurns to add structure, security, and transparency to their vendor onboarding process.
eSignature is not enough: the rise of pre- and post-signature automation

eSignature is not enough: the rise of pre- and post-signature automation

Electronic signature, or eSignature, changed how we sign contracts but did not address the inefficiencies we experience pre-and-post signature in the contract negotiation and execution process.

Improve the experience for you and your vendors

Structured

Parties work at their own pace while maintaining organization

Avoid divergent message threads and keep all documents pertaining to set up in one place, even if your vendor uploads them one at a time. Both parties can access the documents in the shared workspace.

Secure

Don’t persist sensitive documents in inboxes (or anywhere)

Our ephemeral storage approach means that once you wrap up, your content is removed from TakeTurns (after a grace period). You can download an archive for your records.

Transparent

Improve B2B relationships with visibility

Your vendors and internal team can easily see any outstanding requests you have made that may be holding up the RFx responses.

More resources

Help Center
TakeTurns for Purchasing Professionals
Help Center
Blog: Procurement posts
Help Center
Guide: What is Rfx?

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