Choose a starting point
For a first catalog, begin with the PDF-to-quote guide. If your product data already lives in a spreadsheet, use the CSV guide and template to check identifiers and units before importing. If the catalog is already in circulation, follow the replacement guide to preserve the link and review changed pages.
Three details worth getting right
The public demo shows a sample buyer experience without an account and does not send an inquiry. Create a Starter account to try the workflow with your own catalog, then test the publication and notifications before sharing it with buyers.
- Identity: a stable SKU should refer to the product your team will quote.
- Quantity: define whether the buyer is asking for pieces, packs, cartons or another unit.
- Responsibility: decide who reviews requests in the workspace and prepares the quotation.
