How to Use

Ten steps, from files to a signed-off recommendation.

  1. Create an evaluation. Give it a name, project, and category. Quotivo generates a reference ID automatically.
  2. Add your vendors. Name, contact, and any notes — as many as you need.
  3. Upload evidence files. Quotations, proposals, pricing sheets, emails — whatever each vendor sent you. PDF, Word, Excel, images, and email files are all supported.
  4. Let AI extract the details. Quotivo reads each file and pulls out pricing, delivery terms, warranty, compliance info, and more — with a note on exactly which file and page each value came from.
  5. Review everything. Every extracted value is editable. Fix anything AI got wrong, add what it missed, before moving on.
  6. Set your evaluation criteria. Use the quick defaults (price, delivery, warranty, support, experience, compliance) or build your own, with your own weights.
  7. Compare vendors side by side. See strengths, weaknesses, risk flags, and what's missing from each vendor's submission.
  8. Optional: turn on AI scoring. Get a weighted ranking — treated as a starting point for your judgment, not a final answer.
  9. Get your executive summary. A clean, professional writeup ready to share or file.
  10. Export. Download a full report (PDF), a detailed workbook (Excel), or log the evaluation to your running register for future reference.