Reviewing submissions
Once vendors start filling out your forms, their responses appear in Vendor Space for you to review. You can view individual submissions, browse through all responses, and create vendor records from the data.
Viewing Submissions
Navigate to Forms in the sidebar and select the form you want to review.
Click the Submissions tab.
You will see a list of all submissions received for that form, with the most recent at the top.
Each entry in the list shows a summary of key fields (such as company name and email) along with the submission date, so you can quickly scan through responses.
Viewing a Single Submission
Click on any submission in the list to open its full details. You will see every field the vendor filled out, displayed in the same order as your form.
This detailed view makes it easy to review a vendor's complete application at a glance.
Creating Vendor Records from Submissions
When you review a submission and want to move forward with that vendor, you can create a vendor record directly from their application data.
Open the submission you want to act on.
Click Create Vendor (or the equivalent action).
Vendor Space will pre-fill a new vendor record using the data from the submission -- name, email, phone, and other relevant details.
Review the pre-filled information, make any adjustments, and save.
This saves you from manually re-entering information and ensures that the vendor's details are consistent across your records.
Tip: Review submissions regularly so vendors aren't left waiting. A prompt response helps build trust and keeps your event planning on track.
Managing a High Volume of Submissions
If you receive a large number of submissions, here are a few strategies to stay organized:
Review in batches: Set aside regular time to go through new submissions rather than checking one at a time throughout the day.
Use the search and filter tools: Narrow down the list to find specific submissions quickly.
Create vendor records as you go: Converting approved submissions into vendor records keeps your pipeline moving forward.
Tip: Combine forms with your vendor pipeline to track each applicant's progress from submission through to confirmed participation.
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