Billy + Your Vendors
Vendor Submission Portal, Billy's automated emails, Directory, and more!
By Catherine and 2 others3 authors12 articles
Billy's Automated EmailsThe emails Billy sends your vendors.
Automatically Requalify Vendors with Expiring Prequalification FormsSet an expiration interval on your Vendor Prequalification form so vendors are automatically flagged to requalify on your schedule — no manual tracking required.
How Prequalification Review Notes Are Saved to Vendor Internal NotesAny notes you write during a vendor prequalification review are automatically saved to that vendor's Internal Notes tab — so your review history stays visible on the vendor record without…
Can Read-Only Users View and Download Documents?Users assigned the Read-Only role in Billy can view and download any document they have access to — at both the project and directory level. Here's how it works.
How Vendors Upload COIs to Billy
DirectoryManage vendor information in Billy
Understanding the Vendor Submission PortalUnderstand your vendor's experience with Billy, access the Sample COI, send vendors a link to the upload portal, and more!
Vendor Compliance Guide
GC Admin User GuideHow to manage vendor compliance, projects,and common workflows in Billy
Understanding Vendor Compliance Statuses in BillyA breakdown of every vendor and document-level compliance status in Billy: what each one means, when it applies, and where to find them.
How to Generate Your W-9 as a Subcontractor (Step-by-Step)A step-by-step guide for subcontractors on how to generate, download, and submit a W-9 form using Billy's free W-9 Generator — no account required.
How to Get Email Notifications When a Vendor Submits a Prequalification FormLearn how to add team members to prequalification email notifications in Billy so the right people are automatically alerted when a new vendor submits a prequal form — and how…