Browse Surefront product and account guidance by topic.
Start Here & Account
- Adding a New User & Assigning Access
- Billing
- Company Information
- Creating and Maintaining a Company Profile
- Creating Departments and Categories
- Customize Customer Information
- Departments & Categories
- Editing Personal/Profile Info
- Exporting Custom PDF Line Sheets
- Exporting Custom PDF Tech Packs
- Exporting Custom Sheets
- Exporting Default PDF Line Sheets
- Exporting Default PDF Tech Packs
- Getting Started - Buyer
- Glossary of Terms
- How do I log in/out?
- How to assign a Teammate to a Customer
- Icons and Definitions
- Introduction for Sellers
- Messaging Internal Team Members
- Messaging Participants
- New User Checklist
- Page Views
- Password Reset
- Table of Contents: Surefront Additions
- Terms and Definitions
Catalog & Products
- Adding a Supplier to an Item
- Bill of Material / Linked Component
- Bill of Material Overview
- Bill Of Material: Price Calculator
- Bill of Material: Saving Parent Items and Components Back to the Catalog
- Bulk Upload Product Data and Media
- Catalog Management
- Catalog Management
- Catalog Table of Contents
- Deleting Products from the Catalog
- Getting Started - Brands/Suppliers
- How to add a Customer or a Supplier
- How to add products to the Catalog
- How to Duplicate Products in the Product Catalog
- How to tag a product
- Image Comments
- Inventory
- Managing Products in your Catalog
- Supplier Signup
- Using Filters in Catalog
Showcases, Programs & Projects
- Adding Products to a Project
- Creating a Program
- Creating a Project from Catalog
- Editing Product Details in Projects
- How to Create a Showcase from the Catalog
- Receiving a Showcase From Your Supplier
- Requested Updates Folder (Send to Sales)
- Save Back to Catalog (Product Details Page)
- Table of Contents: Projects
Quotes & Orders
- Add a PO#, Customer, and Customer PO# to an Order
- Adding Special Notes to an Order from your Supplier
- Analytics Feature in Projects, Quotes & Orders
- Bid Calculator
- Bill of Material: Parent Items & Components in Projects, Quotes, and Orders
- Confirming an Order
- Creating a Customer Quote
- Creating a Purchase Order from Catalog
- Creating a Quote through Catalog
- Editing a Confirmed Order
- How to export a PDF Quote
- How to Save Products to the Catalog from a Quote
- Messaging through Orders
- Messaging through Quotes
- Messaging your Buyer with Sticky Notes in Quotes
- Messaging your Supplier with Sticky Notes in a Quote or Order
- Order History
- Placing an Order from a Quote
- Placing an Order from the Quote Received from your Supplier
- Receiving a Quote from your Supplier
- Sales History
- Sales Order from Catalog (Seller Generated PO)
- Shipping/ELC Calculator in Quotes and Projects
- Table of Contents: Orders
- Table of Contents: Quotes
- Using Filters in Projects, Quotes & Orders
Workflow, Messaging & Reporting
- @ Mentions
- Bulk Edit
- Bulk Editing Tasks in Workflow
- Events Log
- Send to PD Notification- Messaging
- Sending to Product Development (PD)
- Sticky Notes
- Supported File Types
- Where to send messages
- Workflow
- Workflow Dashboards
Release Announcements
- April 2023 Release Announcement
- April Release Announcement
- April Release Announcement
- December 2023 Release Announcement
- December 2023 Release Announcement #2
- December Release Announcement
- February 2025 Release Announcement
- February Release Announcement
- Happy New Year & 2023 Recap
- Jan 2024 Release Announcement
- January 2023 Release Announcement
- June 2022 Release Announcement
- June 2024 Release Announcement
- June Release Announcement
- March 2024 Release Announcement
- March Surefront Release
- May Release Announcement
- November 2023 Release Announcement
- November 2024 Release Announcement
- October 2024 Release Announcement
New & Expanded Help Articles
- August 4th 2026 Release Notes
- Analytics
- Techpacks and Linesheets
- Backups & Exports
- Customer Connections
- Client Onboarding Guide
- Preparing an Order
- Administration Sections
- Navigating the CRM
- Supplier Accounts
- User Accounts
- Tagging Products
- Creating Quotes
- Confirming an Order
- Navigating the PLM
- Customer Relationship Management
- Sending Out Request for Quotes
- Creating Workflows
- Creating Projects
- The Catalog
- Product Lifecycle Management
- Showcases
- Page Views
- Upload Data into Surefront
- Sura Quick Start
- Knowledge Base Access and Sources
- Customize Sura with Company Guidance
- Set Up Sura Web Chat
- Connect Surefront to ChatGPT or Claude
- Use Product Development in a Project
