Supplier/Party Rating (Vendor Scorecards) in Party Management – Agreement Manager

Problem
Party management in Agreement Manager stores, organizes and reconciles party information so you can easily access agreements associated with a specific party. It doesn’t capture how a party performs. Procurement and contract managers still keep supplier evaluations in spreadsheets or in older CLM/DMS tools. Many European public and semi-public organizations do this today as part of contract monitoring, so the evaluation isn’t linked to the agreements, the renewals or the obligations. 

Proposed solution 

1. IAM Standard/Professional/Enterprise: basic party rating

• A “Supplier evaluation” record on the party, with configurable criteria. A default set could be: willing and able to propose alternatives during quoting, clear and complete quotes, quality of products/services, delivery speed, flexibility on planning changes, price/quality ratio, overall service.
• A 4-point scale - or more (Very good / Good / Fair / Poor), a yes/no “Continue purchasing from this supplier/vendor”, a comment, and the evaluator and date.
• Evaluation history per party, plus a total score shown on the party page and in the agreement list as a filter or column.
• An evaluation reminder linked to renewal management: “rate this supplier X days before the notice deadline”.

2. IAM for Procurement: advanced supplier/vendor scorecards

• A weighted score matrix per product or service: quality score × quality coefficient, price score × price coefficient, total coefficient, final score, and “rated since” date.
• Scheduled evaluation moments (periodic, or at a milestone or obligation), with workflows that send the evaluation to the contract owner or business user. A web form could be used for this.
• Rules that act on the score. For example, a low score or a “do not continue” answer flags the renewal, notifies the contract manager, or blocks auto-renewal.
• Reporting and dashboards: supplier ranking, trends over time, and scores next to contract value and spend.
• Iris/AI summaries: “Why is this supplier rated poorly?”, with links to related obligations and missed deadlines.

3. Procurement-system integration

• Two-way sync of supplier scores with Coupa, SAP Ariba (Supplier Lifecycle & Performance),... using the existing connectors.
• Expand or look at Docusign and Suplari integrations
• Expose ratings in the IAM APIs, Agreement manager extension apps, and the Docusign MCP server, so that ERP, P2P, SharePoint, Power BI or Copilot agents can read and write them.

Value

• One source of truth: who the supplier is, what we agreed, and how they performed.
• Better-grounded renewal and termination decisions.
• Supports public procurement and audit requirements around documented supplier performance.