The Create document widget makes it easy to create documents from scratch or import them from other systems. It contains the following four elements:



  • The Create document header: Click this to open the Create Documents app, from where a number of documents can be created in the Tradeshift UI.
  • Invoice: Click this to open the Create Invoice app, which allows you to create a Tradeshift invoice directly in the UI.
  • Other document type: Click this to open the Create document side panel in Dashboard with the following options:
  • Quote: Click to open the Create Quote app.
  • Credit Note: Click to open the Create Credit Note app.
  • Purchase Order: Click to open the Create Purchase Order app.
  • Prepayment Invoice: Click to open the Create Prepayment Invoice app.
  • Pro Forma Invoice: Click to open the Create Pro Forma Invoice app.
  • All of the above apps make it easy to create the respective documents in the Tradeshift UI.
  • Upload document: Click this to open the Documents Uploader app, which enables you to upload previously sent documents from other systems to Tradeshift.