FAQs

Here are some FAQs regarding our key functionalities and apps. 

How do I flip a quote into an invoice?

On Tradeshift, quotes can be "flipped" into invoices with via two methods. Firstly, you can find the accepted quote in your 'Document Manger' app and click on the document line. A side menu will appear, from which you can select to 'Create I nvoice'. You can also open the sent quote by clic...

19496 5 Created on 2016-10-11 20:36:25; Last updated on 2022-05-25 02:00:25

How do I process an order change received?

This article explains the actions available for order changes received from a buyer. An order change is a document generated when a buyer adds changes to an existing purchase order. The order change created replaces the original purchase order and it is sent by the buyer sends to your company. ...

23738 0 Created on 2020-03-10 08:17:40; Last updated on 2022-05-25 02:00:39

What is Collaboration?

Collaboration is a Tradeshift key feature that makes it easy for users to collaborate across the platform. It requires no configuration and enables users to collaborate on documents and products/services both internally (within the same organization) and externally (between organizations)...

25469 0 Created on 2021-05-10 11:25:36; Last updated on 2022-05-25 02:00:45

What are the different Collaboration Subjects?

Each of the conversations that Collaboration supports has a subject, which specifies what the conversation is about. Listed below are the nine different conversation subjects that we currently support: Purchase request Invoice Purchase order Credit note ...

16487 1 Created on 2021-05-10 11:27:39; Last updated on 2022-05-25 02:00:45

What are the different Collaboration Types?

There are 2 types of conversation Collaboration currently supports – internal and external: An example of an internal conversation would be a user who is messaging another team member within their own organisation, regarding the specific document An example of an external...

17010 1 Created on 2021-05-10 11:37:17; Last updated on 2022-05-25 02:00:45

What are Default Participants in Collaboration?

After a conversation is initiated, we have a priority based logic in Collaboration for inviting default participants: Users in the request header provided by the client Document author Assignees in assignments (for workflow assignments) The person of reference o...

30529 0 Created on 2021-05-10 11:38:36; Last updated on 2022-05-25 02:00:45

Can I invite additional participants to a Collaboration?

Yes, additional participants can be added to a Collaboration. Organization users can be added as additional participants to a collaboration conversation at any point. The newly added members will then be able to see the entire conversation and documents attached to the respective Collaboration....

21067 0 Created on 2021-05-10 11:42:13; Last updated on 2022-05-25 02:00:45

Can I add an attachment to a Collaboration?

Yes, collaboration allows users to add attachments to the conversation. The following file types are currently supported: .xls, .xlsx, .xlst, .pdf, .jpg, .tif, .tiff, .jpeg, .png, .eps, .csv, .txt, .docx, .doc, .dot, .ppt, .pps, .xml, .pptx, .zip....

20931 0 Created on 2021-05-10 11:44:14; Last updated on 2022-05-25 02:00:45