Buyer FAQ
For users looking to procure financial technology via TechPassport
- What is TechPassport for?
- Where can I find user guides for TechPassport?
- What kind of vendors can I invite to TechPassport?
- What kind of vendors should I not invite to TechPassport?
- How do I invite a vendor or supplier to the platform so I can execute an NDA?
- How do I invite a vendor or supplier to the platform so I can execute an POC?
- What happens after I invite a vendor to TechPassport?
- My vendor is now onboarded, what do I do now?
- Can I export a supplier's profile to share off-platform?
- How do I request additional information from a supplier?
- How do I compare two products side by side?
- How do I save or shortlist suppliers for later review?
- How do I share my watchlist or shortlisted suppliers with colleagues?
- How do I filter suppliers on the Marketplace?
- How do I review a vendor’s due diligence information?
- How do I see which questions have already been answered in a vendor profile?
- How do I identify gaps or missing information in a supplier’s profile?
- A vendor has signed an NDA or POC I sent — what do I do now?
- How do I check the status of my NDA or POC?
- Who from my business will sign the NDA or POC?
- When will I know that a contract has been fully executed?
- How can I track the status of my supplier invitation?
- My POC on the Connections page says “Action Required” — what do I need to do?
- A vendor is asking how many questions they have to fill out — what should I tell them?
- I sent an NDA or POC to a vendor but it is no longer going ahead — how do I remove it from the Connections page or the invited suppliers page?
- I want to send an NDA or POC for a colleague who is not on TechPassport, how do I do this?
- A vendor wants to redline an NDA or POC, what do I do?
- What is a project?
- What is a Tech MD Sponsor?
- What is a project ID?