Planning
Vendors
Compare quotes side by side and keep your vendors in one place.
6 articles
- Compare vendors side by sideIn Vendors, open the Vendors tab and choose Add Category. Pick the vendor type, your must-haves, what to compare and what matters most, then Create Category.
- Add a vendor, or import one from their websiteOpen the category on the Vendors tab and choose Add Vendor. Paste their website and choose Fetch details to fill it in, or type the details, then Add Vendor.
- Score vendors on what matters to youOpen a vendor with the pencil. Tick each must-have as met or not, score them out of 10 on the Rating tab, then Save Changes. Weights live in Category Settings.
- Track where you're up to with each vendorEvery vendor has a status, from Research to Selected, or Rejected. Change it from the status button on their card, or drag the card to another column.
- Link your vendors to your budgetOn the Vendors Dashboard, Settings links each category to a budget line. Once you book a vendor, Add to budget as an invoice puts their quote in your Budget.
- Export your vendors to ExcelOn the Vendors tab, open any category and choose Export. You get one Excel file with a sheet for every category, each vendor's details, quote and scores.
Still stuck?
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