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Inviting a Vendor to bill from TeamPlayer
Inviting a Vendor to bill from TeamPlayer

Effortlessly invite vendors, optimize billings, and enhance collaboration with TeamPlayer Contractor!

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Written by RedTeam Support
Updated over a week ago

A TeamPlayer Contractor can invite subcontractors to use TeamPlayer by emailing a Subcontract Agreement to the Vendor.

When the Commitment type has been configured to be used with TeamPlayer and the Vendor is enabled to use TeamPlayer, the emailed Commitment is an invitation to sign up and start using TeamPlayer.

Not all the commitments can be billed from TeamPlayer. First of all the commitment needs to be Eligible for TeamPlayer.

If you don't know how to set up a Commitment and a Subcontractor to work with TeamPlayer, take a look at these articles:

Once you have completed setting up your Subs and Commitment types you'd be able to see in the Buyout tab the column TeamPlayer, each commitment will show a different status according to the configuration assigned. Here is a brief description of what each status means:

  • Dash "-":
    Commitment is not enabled to be used with TP, GC needs to make sure the Vendor and the Commitment Type are enabled to be used with TP before emailing the commitment.

  • Eligible:
    The commitment Type and Vendor for this Commitment are TeamPlayer enabled, once the Commitment is emailed, the vendor will be able to set up an account in TeamPlayer and submit billings.

  • Sent (Invited):
    Commitment has been emailed to a vendor to complete the SignUp process in TeamPlayer and create a new account, once the account registration is completed, the vendor will be able to submit billings from TeamPlayer.

  • Sent:
    The vendor is already registered in TeamPlayer and should be able to see the commitment and submit billings.

This is how the column and Status is displayed in the Buyout Tab.

TeamPlayer for RedTeam Inviting a Vendor Buyout Tab

Emailing Commitments to TeamPlayer Vendors

Make sure the Commitment has the flag Eligible


  1. Click the View icon on the Buyout Tab.

  2. Click the Email button on the top right.

TeamPlayer for RedTeam Inviting a Vendor Emailing Commitments

3. Select the Vendor Contact in the TO or Cc section of the email. Keep in mind that if you add your recipients as an External Cc, or as Bcc, they will not be invited to bill via TeamPlayer, only principal recipient and Cc'd contacts are eligible.

TeamPlayer for RedTeam Inviting a Vendor Send Email form
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