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Quickstart

  • Welcome!
  • Adding your teammates
  • Branding
  • Onboarding Checklist

ERP Integration Setup

  • Integration Policies
  • Quantum
    • Quantum Deal Sync Details
    • Quantum Stockline Sync Details
    • ERP Sync Frequencies
    • Quantum Condition Code Types
    • Quantum Quote Groups
  • Other ERP Systems
  • Pentagon 2000
  • No ERP System
  • SFTP inventory uploads
  • ERP Data Guide
  • AvSight

Marketplace Integration Setup

  • Inventory Locator Service (ILS)
  • PartsBase
  • b2b-aero (OneAero MRO)
  • StockMarket
  • ePlane
  • Locatory
  • The145
  • AVspares
  • PartsLogistics
  • Forwarding Email RFQs to Rotabull
  • SkySelect
  • Email List

Other Integrations

  • QuickBooks Online
  • Public API

Automation

  • Automation Rules
  • Autoquote

Account Management

  • Managing users
  • User Permissions
  • Data security and privacy
  • Alerts and Notifications
  • Set up an automatic email forwarding rule

Invoicing and Payments

  • Enabling payments
  • Sending invoices and processing payments
  • Editing an Invoice
  • Refunding a payment
  • Receiving a payout
  • Handling a dispute

Customization

  • Customizing your quote templates
  • Sender Authentication (Custom Email Domain)

Training Videos

  • RFQ Inbox
  • Quote Form - Company Match & Bulk Actions
  • Quote Form - Line Items

User Guide

  • User guide
  • Settings
  • RFQ Inbox
  • Add a Deal (manually)
  • Send a Quote
  • Advanced Quote Functionality
  • Deal History
  • Trending Part Numbers
  • Company Match
  • Inventory
  • Reports
  • Deals
  • Quote View
  • Custom Listing Rules
  • Inbox Views

User guide

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Updated 11 months ago