Overview

Shortlists let you organize solutions you're evaluating into named groups. Create a shortlist for each project or use case, add solutions as you browse, then compare and share when you're ready.

Creating a Shortlist

There are several ways to create a new shortlist:

From My Cloud — click "New Shortlist" in the shortlists section
From a solution profile — click "Add to Shortlist" and choose "Create New"
From the cart — collect solutions while browsing, then create a shortlist from your cart

Give your shortlist a name that describes the use case (e.g., "EMEA EOR Evaluation" or "Q3 Staffing RFP").

Adding Solutions

Add solutions to an existing shortlist from:

Any solution card — click the shortlist icon or "Add to Shortlist"
A solution profile page — use the action buttons
The cart — select solutions and add them in bulk

Managing Your Shortlist

From the shortlist detail page, you can:

Reorder solutions — drag and drop to rank by priority
Add notes — annotate individual solutions with your evaluation notes
Remove solutions — take solutions off the list
Edit the name — rename the shortlist at any time

Comparing Solutions

Shortlists include a comparison table that lets you see key attributes side by side:

HC Score and ranking
Categories and capabilities
Regions served
Pricing model and network size
Certifications and badges

Sharing Shortlists

Share your shortlist with colleagues using a sharing link. Recipients can view the shortlist and all its solutions without needing to be logged in. Sharing tokens are unique and can be revoked.

Sending Briefs from a Shortlist

When you're ready to reach out, you can send a brief (RFI/RFP) directly from your shortlist to all or selected solutions. See Sending Briefs & RFPs for details.