Workforce Management - Supplier Pre-Qualification

Supplier questionnaires scored, reviewed and signed off.

Approving a supplier without checking them properly is a risk you can avoid entirely. FlexManager's Supplier Pre-Qualification module sends suppliers a questionnaire to complete before they're approved, then routes their answers to internal reviewers for scoring and a pass or reject decision.

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The challenge

How sure are you that every supplier you’ve approved was properly checked first? Without a set process, suppliers can be approved on a phone call, a recommendation or a half-finished form, and nobody can say for certain what was reviewed. Questionnaires get sent out by email, answers come back in different formats, and it’s unclear who is meant to review them or who makes the final call.

Questionnaires by email

Answers arrive in different formats, and the evidence comes in a separate reply, if it comes at all.

Dates nobody checks

An insurance or accreditation date is typed in, filed and not compared with today.

Decisions with no trail

Who approved the supplier, on what score and when, lives in someone's inbox.

The solution
Supplier Pre-Qualification allows you to sendsuppliers a questionnaire to completeonline before they become approved,collecting structured answers througha guided wizard rather than a loose form.
The gamechangers

Key features & benefits

Vet Before You Approve

Vet a supplier before they're allowed to work, so approval happens on the basis of an actual assessment rather than a supplier simply saying they meet your requirements.

Automatic Scoring Against Expected Answers

Score answers automatically against expected responses, so obvious gaps are flagged straight away rather than only surfacing once a reviewer reads through every answer by hand.

Questions That Adapt as They Go

Ask follow-up questions based on earlier answers, so the questionnaire only digs deeper where it actually needs to, rather than asking every supplier the same fixed set regardless of their answers.

How it works

From invite to decision

One questionnaire type sets the questions, the evidence you need, and the deadline; it then carries each supplier through to a recorded decision.

01

Invite

Sends suppliers your own scored questionnaire by email link, with no login required.

02

Answer

The suppliers answer questions through the link; require evidence before a supplier can move on.

03

Score

The supplier's answers are scored against the answer you expect to receive from them

04

Review and decide

Each section is routed to a reviewer, and they record the final decision.

See Supplier Pre-Qualification in action.

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See it in action
Who it's for

From first answer to final decision

Procurement, safety, and the specialists who review each section work from the same assessment, from the invite to the decision.

Supply Chain Manager

Sends one questionnaire to several suppliers at once, making the process more efficient than one-by-one sends.

HSEQ Manager

Is able to spot out-of-date certificates with date checks; can send a questionnaire back, and the supplier is able to see only open answers.

Section Reviewer

Is notified when the owner assigns them a section, and scores its answers.

Operations Director

Knows that a robust process is in place for making sure suppliers are properly approved.

Getting started

Onboarding built around your needs. We're ready when you are.

We work to your pace and your team's availability. Your dedicated onboarding specialist takes care of the setup, so getting started stays simple.

Step 1

Configuration

We configure FlexManager around your procedures.

Step 2

Training

Short, role-based sessions for admins and field teams. Most users are confident after their first use.

Step 3

Go Live!

Start with one site or roll out everywhere at once. Your account manager stays with you after launch.

Dedicated Onboarding Specialist Unlimited Users No Hidden Costs

Get started with Supplier Pre-Qualification

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Frequently Asked Questions

Does a passed pre-qualification guarantee a supplier meets our full requirements?

A pass reflects that a supplier’s answers met the expected responses your organisation set and were reviewed and accepted internally. It’s a record of that assessment, based on your own criteria, rather than an independent verification of everything about a supplier.

Do suppliers need an account to complete the questionnaire?

No. Suppliers can complete the pre-qualification without needing a login, so getting a new supplier started doesn’t depend on setting up an account before they can even begin answering questions.

What happens if a supplier's pre-qualification is about to expire?

Suppliers are warned before their pre-qualification lapses, and re-qualification can be triggered when it does expire, so an out-of-date approval doesn’t sit unnoticed until someone happens to check.

Why choose FlexManager for supplier pre-qualification?

FlexManager has been building compliance and workforce management software since 2011, with hands-on HSEQ experience behind the team, not just software developers. FlexManager is certified to ISO 9001, ISO 14001, ISO 27001 and ISO 45001 certification, and it’s that industry-backed accreditation that means we have the know-how we need.