How to Message Vendors

Use Messages to keep vendors informed and up-to-date with your projects. Vendors can reply directly from their email inbox, or launch the Ressio app for additional context - no login required.

Messaging vendors helps you:

  • Notify them of project details and scope changes

  • Keep communication centralized and traceable
  • Share files and requests for bids or approvals

  • Confirm scheduled tasks and deliverables


Key Features

💬 Send vendor messages from multiple project areas
📥 Vendors reply via email—no login required
📂 Messages are stored and organized by project item
🔗 Include links to plan files, specs, and more


Table of Contents


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How to Send Messages

Messages to vendors can be sent from the following areas:

Schedule Tasks | Bids | Purchase Orders | To-Dos | Specification Items


Assigning Vendors

⚠️ Vendors must be assigned to the relevant item to receive messages. ⚠️

  • Assigning to Schedule and To-do Tasks

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  • Assigning to Approval Documents
  • Assigning Spec Items

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⚠️ Specification visibility must be enabled for Vendors. ⚠️

Go to Project Details → Vendors to enable. 

How can Vendors view Specs


Sending Messages 

Select the Message icon Message icon to open the Message panel.

Choose the Vendor tab at the top.

Vendor messages

Type your message at the bottom and click Send.


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How Vendors Receive and Reply to Messages

When you send a message. Vendors receive an email with your message and a link.

  • They can reply directly via email, or

  • Click the link in the email to open the vendor portal. (No login is required—access is provided via smart email links.)

Vendor reply


Vendor Portal

While replying via email is quickest, accessing the Vendor Portal provides the following benefits:

💡 Additional Context: Vendors can view extra details such as descriptions, item details, and attached files.

Actions: They can confirm schedule tasks 📅, approve purchase orders 📝, and submit quotes via bids 💬.

No Login Required: All message links include one-time access to Ressio.

Message Hub

The Message Hub provides a centralized view of all communication. Vendors can select the Message icon at the bottom of their app to access.

Message hub

💡Tip: Vendors can search, filter by message type, and reply directly from the Message Hub.💡


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Alternative Ways to Share Information with Vendors

File Sharing

Files can be shared with Vendors by controlling their File Visibility

💡TIP: We recommend sending vendors files via Messages for more direct access.💡

📂 File visibility is automatically set to Vendor.
📧 Vendors receive the file via email—no need to search.


Direct Invite

Vendors can be invited to a project from the Project Details → Vendors page—even if they’re not yet assigned to a specific item.

Search for a vendor and click + Assign to send an invitation.

Project Details1

TIP: While we recommend to share items on the Specs page, vendors can always access the project Description found in General Info if Specs are not shared.

Description


Plan Hub

The Plan Hub allows you to share selected files from a project using a public link.

Include the Plan Hub link in any of the following areas to give vendors easy access to essential project files:

📝 Bid Requests
🧾 Project Description
📘 Spec Items
📅 Schedule Tasks


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If you have any questions or need assistance, contact our support team at support@ressiosoftware.com.  We're happy to help!