Part A covers what every Vertibid customer needs, whichever product you subscribe to: what Vertibid is, how to sign in and find your way around, and the three modules both products draw on — your Products catalog, your Customers, and your Settings.
Read A1 and A2 first. Come back to A3, A4 and A5 when you set up your workspace, and to the glossary whenever a term is unfamiliar.
In this part
A1 About Vertibid — the platform, its two products, and how a subscription decides what you see.
A2 Get started — signing in, the menu and top bar, and how this guide is organized.
A3 Products — browsing, searching and filtering your product catalog, and how it is loaded.
A4 Customers — the customer list and adding a customer with contact and addresses.
A5 Settings — appearance, the AI assistant, your profile, and integrations such as document intake.
A6 Glossary — terms used across Vertibid, marked by product.
A7 Platform known limitations — what the shared modules do not do in this release, and what to do instead.
How each product uses the shared modules
|
Module |
Tender |
Quotes |
|---|---|---|
|
Products |
Matches bill-of-quantities lines to your catalog |
Matches RFQ lines to your catalog; adds lines by hand from the catalog |
|
Customers |
The customer a tender is for |
The customer a quote is addressed and printed to |
|
Settings > Integrations |
Documents arriving by email or SFTP become tenders or frameworks |
Documents arriving by email or SFTP become quotes |
When you have read this part, continue to Part B — Tender or Part C — Quotes.