Welcome! Find steps below on how you can filter your quotes on VendorPM.
Click on the link below to navigate to the correct section to learn more.
Filtering Options:
Finding Your Request for Quotation
To get started, under the Manage section of the navigation bar on the left, you will need to click the Quote Requests tab.
This will take you to the Quote Requests page which will populate a list of all of the quote requests you've created on VendorPM. These will include active, awarded, cancelled & any drafts you may have started.
The "At-Risk" button above signifies any projects or contracts that a vendor was awarded, but is not "compliant" within the system.
The "Award Required" button above signifies any quote request that the "award deadline" has passed, but it hasn't been awarded.
You can also filter your request for quotations by active, awarded, cancelled & drafts. From there, you can filter more in depth on these pages as seen below
1 - Search Bar: You can filter through your requests by typing in key words found in their respective titles (i.e. Window).
2 - Status: This will filter based on the four different statuses of your request for quotations.
In Progress - this shows you that you are waiting for the vendor's response for the quote submitted.
Award Required - this shows you that the deadline passed for any further vendors to submit a quote, and you have to choose the vendor who wins the bid.
3 - Property: This will filter and show you all of your request for quotations for the selected property you manage.
4 - Service: This filter will show you all services you have tendered out & you can filter by those
5 - More Filters: This filter will allow you to search more in depth on things like:
Vendors - search to see which quotes certain vendors have either been invited to or quoted on
Creation Date - filter by dates you've created your quote requests
Deadline Date - filter by dates you've set as deadlines for your quote requests
Other Creators - filter by other individuals inside of your company that may have created quote requests for your shared properties.
6 - Sort by: This will filter allow you to search through your quote requests in different ways.
You now have the tools to successfully find your quotes to review and manage!
Looking to Award a quote?
See our article on Awarding your Quote