ResponsiBid Connector Set up

Modified on Thu, 30 Nov, 2023 at 3:44 PM

*** Available Only on Desktop ***
 

 
          ResponsiBid makes it simple for you and your customer to give quotes quickly and follow-up flawlessly.



First you will need to login to Markate.com

Then go to More > Connectors and enable the ResponsiBid Connection and Manage.


  

From here, you will need to press the green button to connect with ResposiBid and log into your account on their site as well. 




Connecting to Markate

Once you are logged into your ResponsiBid account, you will go to Settings > Connectors and choose Markate from the menu.




On the next screen, Log into your Markate Account through the third party portal and allow access to ResponsiBid. 








Afterwards you will back taken back to ResponsiBid site.

Go back to Settings > Connectors and set up how you would like to have things marked as they go through the system. 




Make sure to press Save at the bottom of the screen!




*** Note When you are logged into your ResponsiBid account, and haven’t set up before, you can see a Setup Guide on the bottom left corner. 

Here you will see “Markate Workflow” where there are several walkthrough videos that can guide you through the process as well.

 
 

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