This documentation is in three parts. Read Part A, then the part for the product your organization subscribes to. Chapters B2 to C4 are named after the pages in the Vertibid left navigation, so whichever page you are on, the chapter with the same name covers it.
Part A — Shared
For everyone.
|
Chapter |
Covers |
|---|---|
|
The platform, its two products, and how they relate |
|
|
Signing in, finding your way around, what's in this guide |
|
|
Your product catalog |
|
|
Customer accounts |
|
|
Your preferences and integrations |
|
|
Terms used across Vertibid |
|
|
What the shared modules do not do in this release |
Part B — Tender
For organizations with a Tender subscription.
|
Chapter |
Covers |
|---|---|
|
Tenders and frameworks, the tender flow, material matching, setup |
|
|
The summary of tender work in progress |
|
|
Uploading and working a tender |
|
|
Approved frameworks and framework bids |
Part C — Quotes
For organizations with a Quotes subscription.
|
Chapter |
Covers |
|---|---|
|
Quotes, quote versions, the quote flow, what to set up first |
|
|
Starting, building, pricing and issuing a quote |
|
|
Quote templates and document templates |
|
|
Loading manufacturer costs |
|
|
What Quotes does not do in this release |