Technical evaluators
Technical evaluators are the people (internal or external) who answer bidders' questions and score the technical part of the proposals. They are managed in Technical evaluators and work from their own portal, without needing a Sourced account. The full evaluation flow is in Proposal evaluation.
Manage the pool
Create: name, email and title/specialty.
Edit, disable and restore: disabled evaluators can't be assigned to new tenders (you can include them in the list with the toggle).
From each evaluator you can see the tenders they are assigned to.
When inviting evaluators to a tender you can choose them from the existing pool or add new ones on the spot; in that case they are added to the pool for future tenders.
What the evaluator sees and doesn't see
The evaluator only sees what they need to weigh in on the technical side, and nothing about the commercial side:
Sees: the bid specification and the tender documents, the proposals (technical notes and documents) and the criteria you share.
Doesn't see: prices, payment terms, commercial notes or the commercial analysis. Commercial data stays hidden so as not to bias their evaluation.
You control which criteria are shared with the evaluators (usually only the technical ones; price and terms are left out) and you can assign each evaluator only some criteria, since they don't need to weigh in on everything.
How the evaluator works
When you invite them to a tender they receive an email with their access. They verify their identity with a one-time code (without creating an account) and enter their inbox, where they see:
Pending technical questions: the evaluator sees each question with a draft answer suggested by AI, which includes a confidence level. They can use that draft as a base, edit it or discard it. They save drafts and, when they send the answer, it stays pending review by the buyer, who publishes it or returns it with feedback. If another evaluator has already taken the same question, the system warns them.
Proposals to evaluate: when the evaluation opens, the evaluator scores each proposal on the criteria assigned to them, with a score from 0 to 100, a confidence level, a mandatory justification and detected risks. The AI offers them a technical summary and a suggested score (limited to their criteria) that they can adopt or ignore.
What's good to know
The justifications and scores stay in the tender's record and are consolidated in the scorecard together with the AI evaluation.
If you need to remove an evaluator from a tender, you can revoke their access from that tender's detail.
The evaluator's access expires; if the link has expired, they can request a new one from the same page.