What this is for
The Partner console is built for advisors, consultants and agencies who manage bids and procurement on behalf of multiple client businesses. From one screen, you can oversee your covered clients, monitor active bids across public and private opportunities, track deadlines, and tailor document branding for each client organisation.
Plan requirements
The Clients console needs the Portfolio plan. On other plans the Clients row in the Velstrian Bid menu shows a padlock. If you open the page by its address you see a locked page with a link to get in touch about practice pricing.
The Clients console
The console provides a single view of every client linked to your practice. For each client you see its name, the date you added it, its next bid with the due date and the stage that bid is at, and the AI credits it has used this month. A branding drawer for each client lets you configure custom logos and organisation colours so that generated tender documents and export packs reflect the client's own brand identity.
Step by step
- Open Clients in the Velstrian Bid menu.
- Review the Clients table to see every connected client organisation and their upcoming bid deadlines across public frameworks and private tenders.
- Choose Branding on a client's row to open the branding drawer. Here you can review or update their custom document styling. The client can see and change the same branding in its own settings, and each change you save is recorded in the client's audit log.
- Use the contact link in the footer when you need to increase your practice client allowance or adjust your partner subscription.
If it goes wrong
If you see a locked feature notice, your current subscription tier does not include partner console access. If a client record cannot be opened or client data fails to load, refresh the page to retry. If you need to cover more clients than your current agreement allows, use the contact link on the page to request an allowance increase.