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Quickstart

Welcome!
Adding your teammates
Branding
Onboarding Checklist

ERP Integration Setup

Integration Policies
Quantum
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
How to Block Buyers

Vendor Quotes

Vendor Quote Introduction
Navigation and Usage
Data and Reporting

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
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
Upload Inventory to Rotabull (manually)
RFQ Priorities
Price Lines

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RFQ Inbox

This video covers the RFQ inbox, where you can view and manage the RFQs you have received in Rotabull.

Updated 23 days ago

Sender Authentication (Custom Email Domain)

Quote Form - Company Match & Bulk Actions