01
Add vendors to the Shortlisted column
Create a card for each vendor under consideration. Attach RFP responses, pricing sheets, and reference links directly to the card so all evaluation materials live in one place.
// Vendor Evaluation
Choose vendors with confidence.
From shortlist to onboarding, track every vendor evaluation in one board. Compare options, negotiate contracts, and keep a permanent record of every procurement decision.
Shortlisted
3Evaluate Datadog vs New Relic for observability stack
SaaS
Compare AWS and GCP pricing for GPU-intensive workloads
Infrastructure
Review three design agencies for brand refresh project
Agency
Evaluating
2Run 30-day Datadog trial on staging environment
SaaS
Request portfolio and case studies from Studio North
Agency
Negotiating
2Negotiate enterprise pricing with Datadog - target 20% discount
SaaS
Review MSA and SLA terms with AWS account manager
Infrastructure
Selected
2Signed 2-year Datadog contract - Pro plan with custom retention
SaaS
Selected Studio North for brand refresh - SOW in legal review
Agency
Onboarded
2Datadog agents deployed across all production services
SaaS
Studio North kickoff meeting completed - brand audit underway
Agency
02
Run trials and evaluations
Move cards to Evaluating as you begin trials or demos. Use checklists to track evaluation criteria - security compliance, integration support, pricing transparency - and check them off as you verify each one.
03
Negotiate with your top picks
Cards in Negotiating represent active contract discussions. Log negotiation notes in comments with timestamps so your procurement team has a full paper trail.
04
Track onboarding after selection
Once a vendor is selected, move the card through to Onboarded. The board becomes your vendor registry - a living record of who you chose, why, and when they were fully integrated.
01 How do I compare vendors side by side?
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Create a checklist on each vendor card with your evaluation criteria. As you complete assessments, check off criteria and add scores in comments. Filter by label (SaaS, Infrastructure, Agency) to compare vendors within the same category.
02 Can I involve multiple stakeholders in the evaluation?
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Yes. Add team members to the board and assign vendor cards to the person leading each evaluation. Everyone sees real-time updates, and comments create a threaded discussion around each vendor without scattered email chains.
03 How do I keep a record of past vendor decisions?
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Completed evaluations stay in the Onboarded column as a permanent record. Flux maintains full activity history on every card - you can see who evaluated the vendor, what criteria they checked, and when the decision was made.
// Start evaluating
Your vendors, organized.
No credit card. Compare vendors and track procurement with real-time sync and full audit history.