Planner Resource Center

Explore our resources and how-to video series to learn more about how to leverage Reposite as a Group Planner

Getting Started

Creating Your Profile

Setting Up Stripe for Payments

Importing Your Supplier Database

Email Notification Settings

Projects

Creating Projects

RFPs

Creating and Sending RFPs

Category Specific RFP Details

Custom Questions on RFPs

Quotes

Taking Action On Quotes

CSV Downloads

My Suppliers

Inviting and Creating Suppliers

Proposals

Building & Designing a Proposal

Cvent Integration

Using the Clients List

Tasks

Managing Tasks

Sending RFPs Directly To Suppliers

Awarding an RFP

Viewing and Accessing Quotes

Adding Team Members to your Planner Account

Manage Project Collaborators

Opting into the Cvent Vendor Showcase

Viewing Reposite Data in the CSN Vendors Tab

Vendor Sourcing opportunity from Event Home Page

Supplier Search

Closing Projects & RFPs in Reposite

Setting Up Supplier Reminders

What You Can Source Through Reposite

Using AI to Add Suppliers to Proposals

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