Using QuickSourceBids in Vendor Details

The QuickSourceBids in a vendor's details provides an efficient way to search, filter, view, and export bid data for that vendor. By mastering these features, users can streamline their bid management process and stay organized. 

This article will walk you through the key features including:

• Searching & filtering
• Viewing bid details for a specific vendor
• Exporting data

Navigating the QuickSourceBids Dashboard

1. Log into VIVE and click the My Vendors tab on the left menu panel. 

2. Users should search for a specific vendor and click on that vendor.

3. Click on the tab labeled "QuickSourceBids" on the left panel menu under My Vendors. This will give you the history of QuickSourceBids for the specific vendor, 

The dashboard displays a list of proposals that included the vendor, including key details such as:

• ID (Unique bid identification number)
• Proposal Name (Name of the bid)
• Site Name (Location associated with the bid)
• Status (Released, Awarded, etc.)
• Proposal Start Date
• Proposal Due Date
• Proposal Reminder Date

Tip: Use the search bar at the top to quickly find a specific bid by ID, Proposal Name, or Site Name.

2. Filtering & Sorting Bids

Each column includes:

• Search fields to filter specific values.

• Dropdown filters to refine results based on different categories (e.g., Status, Proposal Date).

• Sort options (⋮) to arrange data in ascending or descending order.

Common Filter Use Cases:

• Find all "AWARDED" bids by typing "AWARDED" in the Status column.
• Search for bids related to a specific site by entering the Site Name.
• Filter by Proposal Start Date or Due Date using the date fields.

Tip: Click "RESET RESULT FILTERS" to remove all applied filters and restore the default view.

Viewing Bid Details

To view more information about a the vendors proposal for the specific bid:

1. Click on a Proposal Name from the bid list.
2. This opens the Bid Details Page, which displays:
   • Due Date – The deadline for bid submission.
   • Reminder Date – The date a reminder was sent.
   • Start Date – When the bid process began.
   • Instructions – Additional notes related to the bid.

Tip: Review QuickSourceBids for a vendor provides information as to the frequency in which the vendor is used and if the vendor is responding to bid proposals prior to the bid due date. 

Exporting Bid Data

If you need to download the bid information for further analysis:

1. Click the "EXPORT" button on the right side of the dashboard.
2. Choose to export all bid data or filtered results based on your applied filters.
3. The system will generate a CSV/Excel file for offline access.

Tip: Use exported data for reporting, tracking bid performance, or sharing with stakeholders.

Managing Columns (Customizing View)

The COLUMNS button on the right allows users to:

• Add or remove columns to customize the displayed bid information.
• Adjust column width and layout for better readability.

Tip: Hiding unnecessary columns can improve focus when working with specific bid details.

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Need More Help?

For further assistance, contact VIVE's customer service:

Available 9:00 am - 6:00 pm Monday - Friday EST

• Online chat under the "Help" icon
• Email: support@getvived.com