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DATTLE / Work

Vendor Eval

Keep vendor evaluations in a comparable format. One entry per evaluation records quality, responsiveness, value, and the evidence behind those ratings.

Make it your own

On the web, sign in and choose New Dattle → Template. Web Dattles use Shared access; you can start with just yourself and invite people later. For a Private Dattle stored on your device, use the mobile app.

Open Dattle

After signing in, search for Vendor Eval under New Dattle → Template. You can leave the invite list empty while you get started.

  1. Start from the template

    In New Dattle, choose Template and search for Vendor Eval, or browse Work. Open its preview, choose Use template, and review the name and fields before saving. The suggested name is Vendor Eval.

  2. Capture your first entry

    Enter the vendor name and category, then apply the same rating definitions to quality, responsiveness, and value. Use Notes for specific examples from the evaluation period.

  3. Review and keep it useful

    Compare vendors alongside the notes rather than ratings alone. Check the generated Assessment and Recommendation against the evidence you entered.

TEMPLATE FIELDS

What Vendor Eval includes

These are the starting fields and choices in this template. You can review and adjust the setup before saving your Dattle.

Fields for Vendor Eval
FieldTypeWhat to record
Vendor NameTextUse a clear description that will make sense when you revisit the record.
CategoryChoiceChoices: Software; Hardware; Services; Facilities; Supplies; Other.
QualityRatingUse the same rating meaning across records so comparisons stay useful.
ResponsivenessRatingUse the same rating meaning across records so comparisons stay useful.
ValueRatingUse the same rating meaning across records so comparisons stay useful.
NotesTextUse a clear description that will make sense when you revisit the record.

Choose whether to use AI

This template includes AI enrichment for the fields below. To start without AI, open Edit Fields during setup and turn off AI enrichment for these fields before creating your Dattle. For each one, replace Output Columns with the field’s own name so your entry appears under one clear heading. You can still enter and keep your own notes.

  • Notes → Assessment, Recommendation

When enabled, AI processing sends the selected field content to the selected AI provider. Subscription or credit requirements may apply. Compare generated text with your original entry and correct it before using or sharing it.

Bring others into the record

Use a Shared Dattle for colleagues who need the record. Agree on naming, units, and who maintains existing entries. Use Can view for readers or Can add for people contributing new records and comments.

Make a report with PDF Stories

Include vendor names, categories, ratings, and supporting notes for a purchasing-team review. Open Dattle actions (•••) → Create PDF Story, choose the scope and fields, and check the included entries. On the web, use Print or save PDF; on mobile, use Create & share PDF.

READY TO START?

Create your first few records

In Dattle, choose New Dattle → Template and search for Vendor Eval.

You can also use this field layout in a notebook or spreadsheet.

Open Dattle

Available in the US on iOS, Android, and the web. Features and limits vary by plan; some require a subscription.