Share the Evaluation

Opine provides a Buyer Portal for your prospect or customer where they can view the status of the Evaluation. The Buyer Portal is a helpful tool to foster transparency with with your prospect or customer, but it’s also optional.

If you’d like to securely share the Evaluation Plan page with your prospect or customer:

1. Click Evaluations in the main navigation.

2. Locate the Evaluation you want to share and click on it.

3. Click the Share button in the upper-right corner.

4. Copy the secure link.

5. Paste the link into a chat message or email to share with the buyer.

Shared links ensure security with an unguessable code, allowing only those with the link to access the Evaluation. After clicking on the link, your prospect or customer will be required to create an Opine account to get access to the Buyer Portal. From the Buyer Portal, they can rate, assign, and comment on success criteria in the Evaluation, but they are not able to create new items or create requests.

Sharing the Pilot page ensures everyone involved understands the status of the Evaluation.

Click Next to learn how to Track Evaluation progress.