The Integrations page connects Vertibid with your existing tools and data sources — "Connect Bid with your existing tools and data sources." Open it from Settings > Integrations in the left navigation.
Integrations are organization-wide: a connector one person sets up feeds documents to everyone.
The category list
Five categories are listed down the left of the page. Select a category to show its connectors on the right.
-
Document intake — connectors that bring documents in automatically. A count on the category shows how many connectors are on.
-
SSO, Customer, Pricing, Catalog — categories with no connectors available in this release.
An Integration docs link sits below the category list.
In this section
A5.2.1 Document intake — Email drop and SFTP folder: documents arriving automatically become tenders, frameworks or quotes.
A5.2.2 Other integration categories — what SSO, Customer, Pricing and Catalog integrations will do, and how to ask for one.