🚀 oboloo October 2026 Release Notes

This month is all about getting started with oboloo. New sign-ups now get a guided, AI-powered setup and a fully populated platform to explore from day one. On top of that, we've added supplier sanctions screening, strengthened platform security, and shipped a batch of enhancements across the product.

🎉 New Features

🛡️ Supplier Sanctions Checks

Added peace of mind every time you take on a new supplier.

• As you enter or edit a supplier's name, oboloo checks it against published UK and UN sanctions lists
• A clear warning appears on the supplier's profile, and a live indicator shows as you type
• A new optional Sanctioned Supplier column can be switched on across your supplier and compliance tables
• Flag any matches early, so you can review internally before transacting

✨ Guided Account Setup

New to oboloo? A brand-new setup wizard now walks you through getting started the moment you sign up, and does the heavy lifting for you.

• Tell oboloo which modules you want to use, and it configures the platform around them
• Automatically creates starter configuration like document types and scorecards, tailored to how you work
• Can look up your organisation to pre-fill your details, and even onboard your first supplier, create your first tender or set up your first saving
• You're up and running with a populated, ready-to-use platform in minutes

🧭 Explore with Demo Data

Signing up no longer means staring at empty tables.

• New accounts open pre-populated with realistic sample records across suppliers, contracts, savings and sourcing
• Everything is clearly marked as a Demo Record and is read-only, so you can click around and see exactly how oboloo works
• When you're ready to work for real, remove all demo data in a single click from Company Settings — your own records are always kept

🔐 Strengthened Platform Security

Behind the scenes, we've continued to invest heavily in keeping your data safe.

• Completed a comprehensive security assessment across our entire database and server infrastructure, hardening every layer against emerging threats
• Rolled out resilience and performance upgrades to keep oboloo fast and reliable as you grow
• Part of the rigorous security programme we run several times a year

🔧 Enhancements

• Drafts and unapproved records in default views — the main Supplier, Contract and Savings tables now show draft and unapproved records by default, so you see the full picture the moment a page loads.
• Default onboarding package pinned to the top — your default onboarding package now sits at the top of the Onboarding Packages table for quicker access.
• Updated translations — translations have been refreshed throughout the platform for clearer, more consistent wording.

🔮 Coming Next Month

🤖 oboloo Assist — AI Chat for Your Data

Ask questions about your own suppliers, contracts, documents, sourcing and savings in plain English, right inside oboloo.

• A new in-platform AI assistant that answers only from your own data
• Availability will depend on your plan and access level
• Plus integrations so you can connect oboloo to Claude, Microsoft Copilot and ChatGPT

…and more on the way. 🚀

💡 Summary

This release is all about a great first impression. From an AI-guided setup and a platform you can explore from the moment you sign up, to sanctions screening and stronger security behind the scenes, oboloo is easier to get started with than ever.

❤️ Built on Your Feedback

At oboloo, our roadmap isn't driven by us—it's driven by you. Almost every update in this release, from the guided setup wizard to demo data and sanctions checks, started as a suggestion from our user community.

Thank you for your continued contribution and for helping us shape the future of procurement. Please keep the feedback coming via our feedback page or the in-app chat!

🚀 Give Feedback & Get a $30 Gift Card

🚀 oboloo September 2026 Release Notes

This month, oboloo starts doing more of the work for you. Automated supplier onboarding and automated document renewals take repetitive chasing off your plate, while smarter AI summaries and a batch of eSourcing improvements make everyday tasks faster. Add in more quick-add shortcuts and there's plenty to get stuck into.

🎉 New Features

📦 Automated Supplier Onboarding

Getting a supplier set up is now faster and smarter. When a supplier enters onboarding, oboloo recommends the right package and recipient so you can send it in a couple of clicks.

• A new setup step recommends an onboarding package based on the supplier's industry, or falls back to your organisation's default
• The supplier's primary contact is pre-selected as the recipient — change or add contacts as needed
• Preview exactly what's in the package before you send
• Or start onboarding without a package and add requirements later

⏰ Automated Document Renewals

oboloo can now chase expiring documents for you, across both supplier and contract records.

• Automatically request a replacement before an approved document expires
• Send follow-up reminders if the supplier doesn't respond, and escalate to the record owner if they still don't
• Track each replacement through upload and approval, with the original kept intact and linked throughout
• Control it all from a new Automations page in Settings, with the option to exclude individual documents

📁 eSourcing: Request Documents from Suppliers

Within a sourcing activity, you can now tell suppliers exactly which documents to upload — insurances, certificates, RFP responses and more.

• A new Request Documents step in the sourcing wizard lets you specify what you need from every invited supplier, each with a type and clear instructions
• Requested documents appear directly in each supplier's response, alongside anything they choose to add themselves
• Suppliers can't submit until every requested document has been uploaded, so nothing gets missed
• On your Documents tab, see which invited suppliers have opened each document you've shared

📋 eSourcing: Pastable Pricing Grid

Building pricing into a sourcing activity is far quicker.

• The Pricing step is now a grid you can paste line items straight into from Excel or Google Sheets
• Add, edit and bulk-delete rows, with each line kept on a single row and clear inline validation
• Works the same when creating, editing or reopening an activity, and when suppliers respond

📊 eSourcing: Export Questionnaires

Get all your sourcing questionnaire responses in one place.

• New Export button on the Questionnaires tab of a sourcing record
• Exports every questionnaire and all supplier answers into a single CSV, with a column per supplier
• The file is named with your activity and the date, ready to share or analyse

💬 Mentions in Latest Activity

Mentions are now easier to spot and act on.

• Get an email whenever someone mentions you on an activity, with a direct link straight to the record
• Mentions now stand out clearly in the saved Latest Activity view, not just while editing

🤖 Smarter AI Summaries

Your AI summaries just got more complete.

• AI insights on record pages now draw on everything captured in Latest Activity — notes, calls, meetings, emails and more — across all four modules
• Summaries reflect the full, up-to-date story of a record, not just its core fields

⚡ Quick Add Improvements

Create new values without leaving your flow, now in more places.

• Quick add added for Location and Department on Supplier and Contract record pages, and Supplier on Savings record pages
• A refreshed quick-add design that stands out more clearly wherever you create on the fly

🔮 Coming Next Month

🛡️ Supplier Sanctions Checks

As soon as you enter or edit a supplier's name, oboloo will check it against published UK and UN sanctions lists and flag any match — with a clear warning on the supplier's profile, a live indicator as you type, and a new optional column on your supplier and compliance tables — so you can review before you transact.

🔐 Platform-Wide Security Testing

Your data's security is never something we stand still on. Several times a year, we run a comprehensive, deep-dive assessment across our entire database infrastructure — rigorously testing every layer for vulnerabilities and hardening it against emerging threats. It's a major, ongoing part of our commitment to keeping your information safe.

✨ Guided Account Setup

New to oboloo? A guided setup will configure the platform around the modules you want to use — creating starter configuration like document types and scorecards for you, and even onboarding your first supplier if you'd like — so you're up and running in minutes.

🧭 Explore with Sample Data

New accounts will open pre-populated with realistic sample records, so you can explore a fully working platform instead of empty tables. Everything is clearly marked as Demo, and when you're ready to work for real, you can remove it all in a single click — your own records are always kept.

📄 Drafts & Unapproved Records in Default Views

The main Supplier, Contract and Savings tables will show draft and unapproved records by default, so you see the full picture the moment a page loads.

💡 Summary

This release is all about letting oboloo do more of the heavy lifting. From automated onboarding and document renewals to smarter AI summaries and faster eSourcing, these updates take repetitive work off your plate and give you more time for the decisions that matter.

❤️ Built on Your Feedback

At oboloo, our roadmap isn't driven by us—it's driven by you. Almost every update in this release, from the full-screen tables to the sourcing flexibility, started as a suggestion from our user community.

Thank you for your continued contribution and for helping us shape the future of procurement. Please keep the feedback coming via our new feedback page or the in-app chat!

🚀 Give Feedback & Get a $30 Gift Card!!

This is one of our biggest releases yet. Leading the way is Latest Activity — a brand-new, timeline-style view of everything that happens on a record. Alongside it, you now have record-level access controls, the ability to edit sourcing activities when reopening them, a primary contact for every supplier, and a whole batch of productivity upgrades, from quick-add shortcuts across the platform to new exports, filters and smarter default views.

🎉 New Features

🗂️ Latest Activity

Our biggest upgrade to record pages yet. We've replaced the Notes and Recent Notifications cards on your Supplier, Contract, Sourcing and Savings records with Latest Activity — a single timeline of everything that happens on a record.

• One chronological feed of everything on a record, replacing the separate Notes and Recent Notifications cards
• Log Notes, Emails, Calls, Meetings, Tasks and Documents, each with its own quick form
• Assign Tasks with due dates and automatic emails when they're assigned and completed
• Paste in email threads and meeting transcripts as searchable text, and @mention record owners in notes
• System events like approvals and status changes appear automatically
• Filter by activity type, expand to full screen, and see who did what at a glance
• The tab is now called Latest Activity across all modules (eSourcing tab name remains 'Overview')

🔒 Record-Level Access

Take control of who can see and change individual records — a standardised, opt-in setting across all four modules.

• Set one of three access levels on any record: open to everyone, view-all with owner-only editing, or owners-only
• View-restricted records are hidden from tables for non-owners, while still counting towards your dashboard totals
• A clear lock icon flags read-only records, and administrators always keep full access

🔄 Reopen & Edit Sourcing Activities

You can now make changes to a sourcing activity as part of reopening it.

• Add or remove sections, questions, documents or pricing before resending to suppliers
• Step back through the eSourcing wizard, prepopulated with the activity's existing content
• The original round stays untouched until you finish, and a clear confirmation summarises what suppliers need to know
• The reopen button is now labelled Reopen/Edit

⭐ Primary Supplier Contact

Designate a primary contact for each supplier

• Mark any contact as primary when creating or editing them
• The primary contact is clearly flagged with a green tick and always listed first in the supplier contacts table
• Every supplier always has exactly one primary contact

⚡ Quick Add Across oboloo

Create new values on the fly, without breaking your flow.

• Add new categories, types, currencies, suppliers, contacts and more directly from the dropdowns while creating or editing records
• Available across Contract, Supplier, Savings and eSourcing records
• Respects your existing access rights, so quick-add only appears where you're permitted to create

📤 eSourcing Export

• A new export option on the main eSourcing table
• Exports all records and columns within the table

🔍 Multi-Supplier Filtering

• New multi-select Suppliers filter on the Supplier Compliance table
• The same filter added to the Supplier Management home dashboard
• Filter by one or more suppliers at once to focus your view

👥 Minimum One Owner per Record

• Every record now keeps at least one owner at all times
• If you try to remove the last owner, oboloo prompts you to add another first
• Keeps records accessible and ready for owner-based features

📄 Smarter Default Views

• The main eSourcing table now shows Draft activities alongside Active ones by default
• The Savings Management dashboard now shows all savings records except archived ones by default

🐛 Bug Fixes

• Resolved a dark mode display issue on the Import Data module

🔮 Coming Next Month

🤖 Smarter AI, powered by Latest Activity

Our AI insights will soon be able to draw on everything captured in Latest Activity — notes, calls, meetings, emails and more — across all four modules, for richer, more informed summaries and suggestions.

📋 Pastable Pricing Grid

The eSourcing pricing step when creating a new sourcing activity will become a grid you can paste line items straight into from Excel or Google Sheets — no more typing them in one by one.

📦 Guided Supplier Onboarding Setup

A new setup step lets you review and confirm the recommended onboarding package and recipient before onboarding starts, based on the supplier's industry. This will enable faster and lighter touch supplier onboarding.

⏰ Automated Document Renewals

The start of a bigger push into supplier compliance and onboarding automation: oboloo will automatically contact suppliers before their approved documents expire, send follow-up reminders, and track replacements through approval — across both supplier and contract documents.

📁 Request Documents from Suppliers

A new Request Documents step in the sourcing wizard will let you tell suppliers exactly which documents to upload, with submission blocked until they’re provided.

• A new Request Documents step in the sourcing wizard lets you specify the documents you need from every invited supplier, each with a type and clear instructions
• Requested documents appear directly in each supplier's response, alongside anything they choose to add themselves
• Suppliers can't submit until every requested document has been uploaded, so nothing gets missed
• On your Documents tab, you can now see which invited suppliers have opened each document you've shared

💡 Summary

This release is all about doing more, in fewer clicks. From the new Latest Activity timeline and record-level access controls to quick-add shortcuts, new exports and smarter defaults, oboloo continues to evolve around how you work — giving you more visibility, more control, and a faster path to getting things done.

❤️ Built on Your Feedback

At oboloo, our roadmap isn't driven by us—it's driven by you. Almost every update in this release, from the full-screen tables to the sourcing flexibility, started as a suggestion from our user community.

Thank you for your continued contribution and for helping us shape the future of procurement. Please keep the feedback coming via our new feedback page or the in-app chat!

🚀 Give Feedback & Get a $30 Gift Card!!

This month is all about turning visibility into action. We've extended AI summaries to more of your records, brought compliance reporting to Contract Management, added powerful new trend charts and milestone reporting, and made your compliance tables something you can act on directly — request or upload documents without ever leaving the page. Add in a smarter profile area, more flexible imports, and a batch of fixes, and it's never been easier to see what matters and act on it.

🎉 New Features

🤖 AI-Powered Insights — now in Sourcing & Savings

Following last month's launch for supplier and contract records, AI-generated summaries are now available across more of your work.

• Instant AI summaries for sourcing and savings activities
• Quickly understand key information without manual review
• Consistent summaries now span suppliers, contracts, sourcing and savings

📋 Contract Compliance

Contract Management now has its own dedicated compliance view, mirroring Supplier Compliance for your contracts.

• New Contract Compliance page shows approved, in-date documentation for every contract in one place
• Filter by category, location, department, managed by, contract status and state, type, supplier and end date, then customise your columns to build a preferred view
• Export your view with a single click
• Contract Management is now organised into Contracts and Contract Compliance for easier navigation

⚡ Actionable Compliance Tables

Your Supplier and Contract Compliance tables are now interactive — every cell tells you a document's status and lets you act on it instantly.

• 🟧 Orange + Upload / Request button where no document exists yet
• ❌ Red Expired – Renew Document button for expired documents
• 🔵 Blue Unapproved or awaiting upload button for documents pending approval or supplier upload (opens the supplier record in a new tab)
• Clicking Upload / Request or Expired opens a quick action modal to either request the document directly from the supplier or upload it yourself — the same flows you already use from the supplier record
• Exports now display "Expired" instead of "Yes" for expired documents, so your reports read clearly

🎯 Milestone Reporting

Savings Management now includes a dedicated reporting view for milestones across all of your initiatives.

• New Milestone Reporting page brings every savings milestone into one exportable table
• Filter by milestone dates, status, category, parent initiative, created by, location, department, currency, savings type and supplier
• Customise columns to focus on projected vs realised savings, baselines, approvals and more
• Jump straight to the linked savings record from any milestone name
• Savings Management is now organised into Savings Initiatives and Milestone Reporting

📈 Scorecard Score Trends

Each scorecard tab now opens with an interactive trend chart, so you can see how a supplier's performance is moving over time.

• New Average [Tab Name] Score Trend chart above each of the four scorecard tables
• Tracks the supplier's average score across all completed scorecards in that tab (scorecards not yet scored are excluded)
• View by month, zoom in and out, and switch time ranges using the quick-select buttons

📊 Supplier Onboarding Trends

The Supplier Onboarding page now leads with a clear month-by-month view of your onboarding pipeline.

• New Supplier Onboarding: Starts vs Completions by Month chart above the main table
• Compare suppliers who started onboarding (blue) against those who completed it (green) each month
• Zoom in and out to focus on the period you care about

✨ eSourcing Record Improvements

We've reformatted tables and refined the interface across eSourcing records, with several targeted upgrades to make analysis and supplier evaluation faster and clearer.

• Cleaner questionnaire responses — the questionnaire response table now drops the Questionnaire Name column and shows just the question itself. Two new linked filters (choose a Questionnaire Name, then a Questionnaire Area) let you view the answers for one area of one questionnaire at a time. Before any filter is applied, the table prompts "Please select a questionnaire and questionnaire area from the filters above."
• Supplier-by-supplier financials — the first table on the Financials tab now reads with suppliers as columns and the financial lines as rows, under a new Financial Totals column. Side-by-side comparison across suppliers is far easier.
• Clearer scoring context — opening a questionnaire or supplier section response now shows the supplier and scorer in the title, e.g. Commercial & Pricing Questionnaire – [Supplier] ([Scorer]).
• Score-by-scorer detail — on the Scoring Analysis tab, both Score by Scorer tables now include an 👁️ eye icon beside each % score. Clicking it opens the full scoring breakdown — each scorer's individual scores and any comments they left — and updates dynamically with the scorer selected in the filter.
• Reopened activity banner — when an activity is reopened, a purple banner now appears at the top noting who reopened it and when. It clears automatically once the activity passes its closing date or is awarded, when the relevant status banner takes over.

🔗 Sourcing Supplier & Invitation Improvements

It's now easier to work with suppliers and their contacts directly from a sourcing record.

• Supplier names in the sourcing supplier table are now clickable links to the supplier record
• New Email Address column added after the Email Invite Status column
• Supplier contact email addresses now show in the invite dropdown, matching the experience when you first create an activity
• Create a brand-new supplier contact directly from the invite dropdown, without leaving the modal

👤 Profile & My Records

Your profile is now a richer home for everything you're responsible for.

• New My Records tab (after Notifications) listing every supplier, contract, sourcing activity and savings record where you're an Owner or Manager
• Record titles link straight to the record (new tab), green ticks show whether you're the Owner, Manager or both, and you can filter by module to focus your view
• Full-screen mode added to the Recent Sessions, My Records and Notifications tables
• Export added to My Records
• Admins can now view any user's My Records from their profile under Settings, to see exactly what each user is responsible for

📥 Import Enhancements

Contract imports are more flexible, and templates are now on hand to get you started faster.

• Include any currency in your contract import — if it isn't active in the system yet, oboloo will activate it automatically with a 0.0 exchange rate for you to update
• Downloadable import templates now available for both suppliers and contracts on the Import Data page
• Prefer your own file? You can still upload a custom CSV and map fields as usual

👥 Duplicate Supplier Contacts Across Suppliers

Contacts who work across more than one supplier can now be added to each.

• The same contact email address can now be used across multiple suppliers (for example, a shared contact for both Supplier 1 and Supplier 2)
• Removes blockers when the same person represents several suppliers

🐛 Bug Fixes

• Sourcing supplier dropdown: New suppliers added via Invite a New Supplier on a sourcing activity are now immediately selectable from the supplier dropdown, fixing a regression where the supplier was created in Supplier Management but couldn't be selected.

🔮 Coming Next Month

🗂️ Latest Activity — your record's whole story in one place

Our biggest upgrade to record pages yet. We're replacing the separate Notes and Recent Notifications cards with Latest Activity: a single, Salesforce-style timeline that captures everything that happens on a record.

• One chronological feed across your Supplier, Contract, Sourcing and Savings records
• Log Notes, Emails, Calls, Meetings, Tasks and Documents — each with its own purpose-built form
• Assign Tasks to colleagues with due dates and automatic emails when they're assigned and completed
• Paste in meeting transcripts and email threads as readable text, keeping records searchable and ready for AI summaries
• System events like approvals and status changes appear automatically
• Filter by activity type, expand to full screen, and see who did what at a glance with avatars and timestamps

🔒 Record-Level Access

Take control of who can see and change individual records — a standardised, opt-in setting built once and applied consistently across all four modules.

• Choose from three access levels when creating or editing a record: open to everyone, view-all with owner-only editing, or owners-only
• View-restricted records are hidden from tables for non-owners, while still counting towards your dashboard totals
• A clear lock icon flags read-only records, and administrators always keep full access

⭐ Primary Supplier Contact

Designate a primary contact for each supplier — the groundwork for automated onboarding and compliance requests further down the line.

• Mark any contact as primary when creating or editing them
• The primary contact is clearly flagged and always listed first in the supplier contacts table
• Every supplier keeps exactly one primary contact at all times

➕ Also on the Way

• eSourcing CSV export — export the main eSourcing table to CSV for external analysis
• More Milestone Reporting — further enhancements to the new Savings Milestone Reporting page
• Multi-supplier filtering — filter by several suppliers at once on the Supplier and Supplier Compliance dashboards

…and much more to come. 🚀

💡 Summary

This release is all about visibility you can act on. From AI summaries and a new Contract Compliance view to interactive trend charts, Milestone Reporting and one-click document actions, oboloo continues to evolve around how you work — making it faster to see what matters and do something about it.

❤️ Built on Your Feedback

At oboloo, our roadmap isn't driven by us—it's driven by you. Almost every update in this release, from the full-screen tables to the sourcing flexibility, started as a suggestion from our user community.

Thank you for your continued contribution and for helping us shape the future of procurement. Please keep the feedback coming via our new feedback page or the in-app chat!

🚀 Give Feedback & Get a $30 Gift Card!!

This month’s release focuses on strengthening platform security, improving account visibility, and introducing AI-powered insights across key records. From active session management and smarter security notifications to instant AI summaries and enhanced admin controls, these updates are designed to give you greater confidence, control, and visibility across oboloo.

🎉 New Features

🤖 AI-Powered Insights (Beta)
We’ve introduced AI-generated summaries across supplier and contract records.
• New AI “Summarise” button available on supplier and contract records
• Instant summaries, performance insights, and next best actions
• Opens a dedicated insights panel directly within the record
• Designed to help users quickly understand records without manual review
• Currently in Beta and will continue improving over the coming months
• In line with oboloo’s data policies, your data never leaves the oboloo platform — EVER

🔐 Security Enhancements
New features to improve account security and visibility.
• Automatic logout after 8 hours- in line with platform best practice
• Full visibility of your active sessions and devices under Your Profile page
• Ability to sign out of all active sessions instantly via the Your Profile page if there is a device you do not recognise
• Notifications for new device sign-ins and API key creation
• Password changes now sign users out of all active sessions

👤 User & Admin Controls
More control for administrators managing users and accounts.
• Organizations can now update their own Primary (billing) User under Settings > Users
• Admins and users with the correct access can reset another user’s password without requiring their current password

🐞 Bug Fixes

• Improved responsiveness on date pickers where some views were previously cutting off on smaller screens
• Fixed several table sorting issues where certain columns could return errors when sorting

🔮 Coming Next Month

🤖 AI-Powered Insights
We’re expanding AI-generated insights across more areas of oboloo.
• AI summaries for sourcing and savings records
• Suggested next best actions and performance insights

📊 Cross-Module Reporting & Visibility
New reporting experiences designed to improve visibility across your procurement data.
• My Records dashboard to view all assigned records in one place across all modules
• New Contract Compliance reporting page - view all contracts and what contract documentation they have uploaded against them
• New Milestone Reporting dashboard for savings initiatives - View milestones across all activities for easier reporting
• Additional graphs and visual reporting across all major modules

⚡ Platform Improvements
Continuing improvements focused on usability, flexibility, and performance.
• More configurable reporting views and exports
• Expanded filtering and dashboard controls
• Continued UI and performance enhancements across the platform

💡 Summary

This release focuses heavily on security, visibility, and smarter decision-making across oboloo. From AI-powered insights and active session tracking to improved user controls and security notifications, these updates are designed to give your organization greater confidence, control, and clarity across the platform.

❤️ Built on Your Feedback

At oboloo, our roadmap isn't driven by us—it's driven by you. Almost every update in this release, from the full-screen tables to the sourcing flexibility, started as a suggestion from our user community.

Thank you for your continued contribution and for helping us shape the future of procurement. Please keep the feedback coming via our new feedback page or the in-app chat!

🚀 Give Feedback & Get a $30 Gift Card!!

This month’s release focuses on improving data flexibility, reporting visibility, and giving you greater control across key records. From enhanced imports to smarter reporting and recurring notifications, we’ve made it easier to manage and act on your data.

🎉 New Features

📥 Import Tool Enhancements
The data import tool has been expanded to support more fields and greater flexibility when uploading records.
• Additional supplier fields now available during import, including Website, Contact Position, Contact Phone Number, Contact Location, and Managed By
• Custom fields can now be mapped during both supplier and contract imports
• Built-in validation ensures data accuracy across number, date, and text fields
• Enables fully populated records in a single upload, reducing manual updates

📧 Sourcing Invitation Visibility
Track exactly what’s happening with supplier invitations in sourcing events.
• New Email Invite Status indicator for each supplier contact
• Clearly shows whether an invite was Delivered or Failed
• Makes it easier to identify and resolve delivery issues quickly

🔁 Recurring Custom Notifications
Custom notifications can now be scheduled to repeat automatically.
• Set reminders to recur monthly, quarterly, or annually
• Removes the need to manually recreate notifications
• Ideal for contract reviews, compliance checks, and ongoing supplier tasks

📄 Contract Management Flexibility
You can now update the supplier linked to a contract.
• No need to recreate records when supplier relationships change
• Improves data accuracy and reduces admin effort

📑 Supplier Document Visibility Improvements
Improved clarity on document requests across the platform.
• New “Requested From” column added to document tables
• Shows which supplier contact received the request
• Available across Supplier Management and Supplier Onboarding

🏷️ Multi Category & Industry Selection
Suppliers can now be classified more accurately with multiple selections.
• Assign multiple categories and industries to a supplier
• Sub-categories and sub-industries update dynamically
• Improves filtering, reporting, and overall data structure

🔮 Coming Next Month

🤖 AI-Powered Insights
We’re introducing AI-generated summaries across key records.
• Instant summaries for supplier and contract records
• Quickly understand key information without manual review

🔐 Security Enhancements
New features to improve account security and visibility.
• Automatic logout after inactivity
• Full visibility of active sessions and devices
• Ability to log out of all active sessions
• Notifications for new device sign-ins and API key creation

👤 User & Admin Controls
More control for administrators managing users and accounts.
• Admins can reset user passwords
• Ability to update the primary (billing) user on an account

💡 Summary

This release is all about giving you more flexibility, better visibility, and stronger control across your data. From smarter imports and reporting to improved notifications and record management, oboloo continues to evolve around how you work.

❤️ Built on Your Feedback

At oboloo, our roadmap isn't driven by us—it's driven by you. Almost every update in this release, from the full-screen tables to the sourcing flexibility, started as a suggestion from our user community.

Thank you for your continued contribution and for helping us shape the future of procurement. Please keep the feedback coming via our new feedback page or the in-app chat!

🚀 Give Feedback & Get a $30 Gift Card!!

This month marks a massive leap forward for oboloo. From a complete security overhaul to granular financial controls and the first look at our AI roadmap, we are setting the stage for a smarter, more secure procurement future.

🛡️ Major Security & Infrastructure Review

We have concluded a comprehensive security audit across all internal systems and third-party services used by oboloo. This ensures that as we scale and introduce AI features, your data remains protected by the highest industry standards for encryption, resilience, and access control.

🎉 New Features

✅ Milestone-Level Savings Approvals (Savings Management) - We’ve added a new layer of financial control. You can now require approval for individual milestones as they are realized.

• Granular Control: When marking a milestone as complete, choose to send it to a specific approver.
• Financial Accuracy: Realized totals on your dashboard now only include "Completed" milestones—anything "Pending" or "Rejected" is excluded from your totals until fully signed off.

🚀 Advanced "Smart-Start" Data Imports We’ve overhauled the import process to eliminate the "pre-configuration" headache.

• Auto-Create Missing Values: Our new "Fix & Re-validate" tool detects values in your CSV (like a new Location or Category) that don't exist in oboloo and creates them for you automatically during the import.

🔄 Flexible Sourcing & Email Transparency

• Dynamic Invitations: You are no longer locked into your supplier list post-creation. Forgot to include a supplier when creating a tender? No problem. You can now add new suppliers or contacts to active events at any time.

🛠️ Improvements & Bug Fixes

🎯 Intelligent Filter Dropdowns Filters across all four main modules now only show values that are actually in use. If you have 100 categories but only 10 are assigned to contracts, your dropdown will only show those 10.

📊 Enhanced Data Visualizations

• Full-Screen Mode: Now rolled out to all remaining charts, including "Suppliers with Contracts by Industry."
• Smart X-Axis: Graphs now automatically hide categories/locations with zero or null data to keep your insights clutter-free.

📑 Record Metadata & History

• Created By/On Tracking: We have added "Created By" and "Created On" fields to the summary cards of all records across all four main modules.

🐞 Bug Fixes

• Critical Stability Fix We have implemented global frontend fail-safes and fallback timeouts to resolve the "infinite loading spinner" issue some users experienced during login.

🔮 Coming Soon: The AI Era Begins

🤖 April 2026: The AI Proof of Concept Next month, we are hitting a massive milestone. We are releasing our first AI Proof of Concept on our staging servers for internal and invited testing. Our AI agents and core features have been built and are currently being fine-tuned to ensure they provide the most accurate procurement insights in the industry.

🌟 May 2026: The AI Revolution Launches Get ready for a total platform transformation. In May, we expect to release a whole range of AI-powered tools to all end users. This isn't just a small update—it’s a complete overhaul of how you interact with your data. Expect:

• Intelligent Copilot: Chat naturally with your database to trigger actions and pull reports.
• Automated Record Analysis: Instant summaries and risk assessments for every contract.
• Proactive "Today View": An AI assistant that tells you exactly what needs your attention before it becomes a problem.

📑 Contract Flexibility & Import Updates

• Change Supplier on Records: Soon, you will no longer be locked into a supplier once a contract is created. We are enabling the ability to update/change the supplier linked to an existing contract record.
• Optional Import Fields: We are making the Supplier field optional during the contract import process to give you more flexibility when migrating messy data.

📅 Recurring Custom Notifications We are introducing "Set it and Forget it" reminders. You will soon be able to set custom notifications to repeat Monthly, Quarterly, or Annually. Whether it's a recurring compliance check or a periodic performance review, oboloo will handle the scheduling for you across all modules.

📤 Advanced Import Mapping (Standard & Custom Fields)

• New Mapping Fields: We are adding Website, Contact Position, Phone Number, Location, and Managed By as selectable fields in the supplier import tool.
• Custom Field Imports: For the first time, you will be able to map CSV columns directly to your Custom Fields during the import process. If you’ve built bespoke data points in oboloo, you’ll finally be able to populate them in bulk.

📧 Sourcing Invite Transparency We are adding an Email Invite Status indicator (Delivered vs. Delivery Failed) to the sourcing contact modal. You’ll never have to wonder if a supplier received their invitation again—you’ll see the real-time delivery status directly from SendGrid in your dashboard.

🏷️ Multi-Value selection for Categories & Industries We are working to unlock the ability to select multiple values for Category, Sub-Category, Industry, and Sub-Industry against a single record. No more being forced to choose just one—your data will finally reflect the complexity of your suppliers and contracts.

❤️ Built on Your Feedback

At oboloo, our roadmap isn't driven by us—it's driven by you. Almost every update in this release, from the full-screen tables to the sourcing flexibility, started as a suggestion from our user community.

Thank you for your continued contribution and for helping us shape the future of procurement. Please keep the feedback coming via our new feedback page or the in-app chat!

🚀 Give Feedback & Get a $30 Gift Card!!

This month we’ve focused on giving you more flexibility within sourcing activities, deeper visibility into your savings data, and launching several new ways for you to interact with the oboloo team and help shape our future.

🎉 New Features

🔄 Flexible Sourcing Invitations You are no longer locked into your initial supplier list once a sourcing activity is created.

• Invite Post-Creation: A new "Invite New Suppliers" button allows you to add suppliers and contacts to an active sourcing event without having to restart the process.
• Manage Active Contacts: Within the Invited Suppliers table, a new View/Edit button lets you manage individual contact access.
• Revoke Access: You can now revoke access for specific supplier contacts immediately. To ensure participation, the system will prevent revoking the final contact unless a replacement is invited first.

🗺️ Enhanced Visualizations & Full-Screen Mode We’ve upgraded how you interact with your data charts:

• Contracts by Location: This graph now supports a Full-Screen toggle for a larger workspace.
• Expanded Insights: The graph now supports more than 5 locations. If you select 10 locations in your filters, all 10 will now display (default remains 5 for clarity).
• Global Table Updates: Full-screen functionality has been rolled out to the majority of tables and cards across the entire platform.

💬 New Support & Feedback Ecosystem We’ve launched three new ways to stay connected:

• AI-Powered Knowledge Base: Our new help center now features an AI assistant that can answer complex questions based on our entire documentation library.
• Integrated Support Chat: Chat with our team, search articles, or raise support tickets directly from within the oboloo platform.
• Feature Requests & Roadmap: Visit roadmap.oboloo.com to see what we're building, vote on features, or submit your own ideas. You can also leave ratings at feedback.oboloo.com.

🛠️ Improvements & Bug Fixes

📈 Savings & Milestone Management

• Milestone Table Defaults: We’ve cleaned up the default view for individual savings records. Baseline Spend is now hidden by default, while Total Projected and Total Realised Savings have been added for immediate visibility.
• Main Table Customization: Six new columns (including Savings Start/End dates and Cost Avoidance vs. Reduction) are now available via the "Edit Columns" button on the Savings Management main table.
• Cleaner Dashboards: The "Projected vs Realised Savings by Category" graph (and several others) now automatically hides categories that have zero or null data, keeping your charts focused only on active spend.

🔍 Search & Collaboration

• Supplier Portal Quick Search: Added a free-text search box to Scorecards, Supplier Documents, and Contract Document tabs to help you find specific files or questionnaires instantly.
• Editable Notes: Users can now edit notes they have created across all modules. A new (non-default) Updated At column can be enabled to track when notes were last modified.

🐞 Bug Fixes

• Data Integrity: Improved the logic for category-based savings graphs to ensure 100% accuracy between the dashboard view and the underlying records.

🔮 Coming Soon

✅ Milestone-Level Approvals Based on user requests, we are building a more granular approval workflow. Soon, you will be able to require specific sign-offs for individual milestones as they are completed, rather than just approving the initial savings record.

🚀 Streamlined Data Imports We are working on an "Easy-Start" import tool that allows new users to upload supplier and contract data while skipping non-essential mandatory fields, making it faster than ever to get your data into oboloo.

📅 Record Metadata We will be adding "Created On" and "Created By" fields to the summary cards of all records (Suppliers, Contracts, and Sourcing) to match the Savings module, ensuring you always know who initiated a record.

🖥️ Expanded Visualizations Following the success of our graph updates this month, we will be rolling out Full-Screen mode to all remaining charts across the platform. We are also upgrading these charts to allow for additional data axis points, so you can visualize more locations, categories, and departments simultaneously without the "Top 5" restriction.

🖼️ Automatic Supplier Branding & UI We will be moving the "Company Website" field under the supplier records to the left-hand summary card and adding it to the initial supplier creation flow.

• Why it matters: By populating this field, oboloo automatically fetches the supplier’s logo (favicon) from their website. This ensures your records look professional and are easily identifiable at a glance without you having to manually upload images. this should encourage users to populate this field more often, however it will remain an optional field.

📊 Smarter Dashboard Graphs

• Hide Empty Data: This month, on the Savings Management home page, graphs now automatically hide categories that have zero or null data. This cleans up your X-axis and removes clutter from categories not in use. We will be adding the same changes to other graphs on the platform for the March release.
• Full-Screen & Expanded Data: We’ve added a full-screen toggle to the Contracts by Location graph this month and updated it to show more than 5 locations when selected in your filters. We will be applying similar functions to other graphs on the platform for the March release.

❤️ Built on Your Feedback

At oboloo, our roadmap isn't driven by us—it's driven by you. Almost every update in this release, from the full-screen tables to the sourcing flexibility, started as a suggestion from our user community.

Thank you for your continued contribution and for helping us shape the future of procurement. Please keep the feedback coming via our new feedback page or the in-app chat!

This month’s release brings powerful sourcing-to-contract integration, more flexibility across records, and improved visibility for supplier ownership and onboarding.

oboloo is built by you. Almost every improvement, new feature, and smart idea comes directly from the feedback and needs of our growing user community. Thank you for continuing to make oboloo awesome!

🎉 New Features

🔗 Create Contracts Directly from Sourcing Activities
After awarding a supplier, users can now create a new contract directly from the sourcing summary card.
✅ A new blue Create Contract button appears below the Status section
✅ Contract fields are automatically pre-filled from the sourcing events data to save you time
✅ A new Linked Contract field appears on the sourcing summary card once the contract is created, with a clickable link to the contract
✅ On the contract record, a Linked Sourcing Activity field appears showing the original sourcing activity (also clickable)

🧩 Reorder Custom Fields Within Custom Tabs
You can now reorder custom fields inside each custom tab section for better control over layout and user experience. This applies at the record-level, not per individual record.

👤 New ‘Managed By’ Field for Suppliers
Assign internal owners to supplier records using the new Managed By field on the supplier summary card (just like contracts).
✅ Two new filters added to the Supplier Management page:
• Dashboard filters at the top of the page
• Main table filter above supplier list

🧾 Subheadings for Custom Tabs
When creating or editing custom tabs, you can now include a short description (up to 250 characters).
✅ Subheadings appear in the record view under the tab name
✅ Editable via the tab edit modal within the custom fields and tabs settings.

📬 Email Notifications for Cancelled Requests
Suppliers will now be notified if a document or scorecard request is cancelled.
✅ Scorecard cancellations (supplier or onboarding)
✅ Supplier document request cancellations
✅ Contract document request cancellations

📋 Onboarding Owner Filter
You can now filter the Supplier Onboarding dashboard by Onboarding Owner to manage responsibilities more effectively.

🛠️ Improvements

📅 Historic Scorecards Now Ordered Newest to Oldest
Scorecards within Historic, Risk, Sustainability and Performance tabs now default to showing newest entries first—making it easier to access recent activity.

🧭 Custom Tabs Moved Higher in Record Views
All custom tabs now appear before the “Custom Notifications” tab for a more logical and user-friendly layout.

📤 Export Supplier Onboarding Table to CSV
You can now export onboarding data directly from the Supplier Onboarding dashboard.
✅ New Export button added
✅ Permissions controlled via role matrix (enabled for Admins by default)

🔕 Stop Notice Period Alerts Once Notice Given
If a contract has had notice officially marked, the system will no longer send alerts to owners or the “Managed By” user about upcoming notice periods:
• Contract notice period is in 30 days
• Contract notice period is in 7 days

🐞 Bug Fixes

🪲 Incorrect Pagination on Scoring Management Tab
Fixed an issue where the number of records listed in pagination was incorrect on the Scoring Management Overview table.

🔮 Coming Soon

🤖 oboloo AI Is Coming

Big things are coming to oboloo — and they’re powered by AI. We’re introducing new features designed to make your daily work faster, smarter, and more intuitive than ever.

💬 Copilot Chat
Meet your new AI-powered assistant. Ask questions about suppliers, contracts, onboarding and more. Copilot can even take simple actions for you, like adding notes or sending requests — all through natural conversation.

📆 Today View / “What Should I Do?”
Your new homepage, driven by AI. See all your tasks and deadlines organised into “Do Now”, “Next”, and “Later”. No more guesswork — just a clear plan of action every day, tailored to you.

📄 Record Summary Panel
Get an instant summary of any supplier or contract record. oboloo AI pulls out the key details, suggests next steps, and highlights what needs your attention — all based on real record data.

This is just the beginning. oboloo AI is built to save you time, surface insights, and help you work smarter — without ever replacing your control.

Other exciting features on our roadmap

☁️ Migration to Microsoft Azure
We’re moving to Azure to improve speed, security, scalability, and enable new AI services across the platform.

🌐 Automatic Supplier Logos
When a supplier’s website field is populated, oboloo will automatically fetch their logo. Saves time and keeps your data looking clean and consistent.

📦 Onboard Existing Suppliers
You’ll soon be able to run onboarding workflows for existing suppliers—not just new ones—making it easier to gather compliance documents and information updates.

Thank you for helping shape oboloo. Your feedback continues to drive our roadmap forward, and we’re proud to build a platform that evolves with you.

This month’s release is all about giving you more control and flexibility across the platform. From custom tabs and dropdown fields to reusable onboarding packages and smarter filters, we’ve made big steps forward in how you organise and action your data.

🎉 New Features

🔖 Custom Tabs for Structuring Custom Fields
Users can now create Custom Tabs within Supplier, Contract, and Savings records to group related custom fields into clearly labelled sections (e.g. “Insurance Info”, “IT Compliance”). These tabs appear in the record view before the “Custom Notifications” tabs and can be selected during custom field setup via a new “Area of Placement” dropdown.

👁️ Dropdown Field Type in Custom Fields
We've added a new “Dropdown” type to custom fields, allowing users to define selectable options (e.g. Pending, Approved, Rejected). Dropdowns are fully editable—values can be added or removed later. Historical values remain viewable on old records even if deprecated.

🧩 Reorder Custom Fields Per Module Section
Users can now drag and drop custom fields into the desired display order within each section of a module (e.g. “Supplier > Summary”). This layout is shared across records and improves readability. Permission-based access is controlled via a new “Reorder Custom Fields” toggle in Roles.

📦 Reusable Supplier Onboarding Packages
A new “Onboarding Packages” submodule has been added under Supplier Management. Create reusable bundles of document and scorecard requests (e.g. “IT Supplier Package”) that can be applied when onboarding a new supplier. Save time by standardising the onboarding process per supplier type.

📨 New Email: Supplier Submission Confirmations
All invited supplier contacts will now receive a confirmation email once a sourcing response is submitted on behalf of their company. This keeps all parties in the loop automatically.

📅 New Notifications for Sourcing Activities
Suppliers now receive:

• A notification 24h before a sourcing activity starts (if shared in advance)
• A reminder 24h before the deadline (for events longer than 24h)
  These ensure suppliers stay engaged and aware of timelines.

🛠️ Improvements

💡 User-Guiding Text & Subheadings
We’ve added helpful subheadings and descriptions to tables and pop-ups throughout oboloo. These are fully translatable into all 18 supported languages, making the platform easier to navigate globally.

⚠️ Document Expiry Indicator in Compliance Table
If a supplier document is approved but has since expired, a red “Expired” button will now be shown on the supplier compliance table. This makes expired documents easy to identify at a glance.

📉 Improved Filtering Logic for Contract Dashboards
Graphs like “Contracts Expiring or with Notice Periods” now respect exact start and end dates—not just the whole month—providing more accurate visual reporting.

📊 Metric Filters Working with Dashboard Date Filters
Metrics now fully respect all dashboard filters, including the start and end date fields. This creates a consistent and predictable experience across all reporting visuals.

📋 Modal Tables Now Respond to Filters
If you’ve applied filters on the Supplier, Contract, or Savings dashboards, these will now apply to the records shown in pop-up modals as well. No more confusion from seeing unfiltered results mid-workflow.

🐞 Bug Fixes

🪲 Error When Switching from Savings to Contracts
Fixed a bug that showed an error when returning to a contract after viewing a related savings record.

🔮 Coming in September 2025

🔗 Create Contracts Directly from Sourcing Activities
After awarding a supplier, users will be able to create a new linked contract directly from the sourcing summary. Key sourcing fields will be auto-mapped into the new contract form.

🧾 Subheadings for Custom Tabs
When creating or editing custom tabs, users will be able to add short subheadings (max 250 characters) for extra context within the record view.

📑 Reorder Custom Fields Within Custom Tabs
We’re extending field ordering to within custom tabs. This will allow you to structure each section precisely the way you want it.

🔕 Stop Contract Notifications When Notice is Given
Once notice has been marked on a contract, system alerts about upcoming notice periods (e.g. 30 days, 7 days) will automatically stop.

👤 New ‘Managed By’ Field for Supplier Records
Assign an owner to each supplier with a new “Managed By” field—just like contracts. Dashboard filters and compliance views will also support this for better visibility.

🔎 Onboarding Owner Filter
The Supplier Onboarding dashboard now includes a filter for “Onboarding Owner” to help manage ownership of onboarding tasks more easily.

📬 Email Notifications for Cancelled Supplier Requests
When a document or scorecard request is cancelled (supplier or contract), the relevant contact will now be notified by email. This applies to all modules.