Export your vendors to Excel
On 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.
- Pro
Works on your phone
Want your shortlist outside WedBuild, to print, share or keep? One click gives you every vendor in every category as an Excel file, which opens in Excel, Numbers or Google Sheets.
Steps
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Open Vendors from the sidebar, choose the Vendors tab and open any category.
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Choose Export (1) above your vendors. On a phone, it's the download button beside the status filter, under the search box.
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Your browser downloads a file called Vendors_ followed by today's date. It has a sheet (a tab along the bottom) for every category, and opens on the one you were looking at.
What's in it
- One row for each vendor, with their Status, whether they meet your requirements, their Quote and any Selected Package.
- Their contact details: contact name, email, phone, address, website and any extra details the category keeps, like Instagram.
- Your notes, their Overall Score and their score for each thing you rate, then everything you compare.
- Your must-haves, listed under Category Requirements at the bottom of each sheet.
Good to know
- It's the whole list every time. A search or the status filter changes what you see on screen, not what's in the file.
- It's a copy. Changing the file doesn't change WedBuild, so export again whenever you want the latest.
- A category with no vendors yet still gets its sheet, saying so.
- Keep it somewhere private. It has your quotes and notes in it.
Last checked
Want the bigger picture? Wedding Vendor Comparison
Related 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.
- 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.