Quotable follows a simple, connected dynamic workflow that takes you from creating a quote all the way to getting paid, all in one platform.
The workflow is dynamic, if you don't use Sales Orders, you can go straight to invoice. If you don't need to create a quote, you can go straight to sales orders, and vice versa.
The Complete Seller Workflow
Step 1: Create & Send Quotes
Respond to buyer RFQs or create standalone quotes. Add line items, pricing, and terms, then send via email or share link.
Step 2: Buyer Accepts & Creates PO
A buyer can create a PO with a few clicks if they are using the Quotable AI, or they can upload their own PO from their own system with no-login required.
Step 3: Convert to Sales Order
Accept the buyer's PO and convert it into a Sales Order to confirm you'll fulfill the order.
Step 4: Create Invoice
When you're ready to Invoice, generate an invoice from the Sales Order. All details transfer automatically, no re-typing. You can create stand alone invoices as well.
TIP: A Bill is automatically created on the buyer's side if the buyer is using Quotable. What if they're not? No worries, you can still send them invoices via email via no-login links.
Step 5: Ship & Track Delivery
Create Delivery Records from Sales Orders or Invoices. Add courier details and tracking links. Update status as shipments progress (Pending → In Transit → Delivered). Buyers receive automatic tracking updates and can receive shipments.
Step 6: Get Paid
Send invoices with embedded payment links. Buyers can pay via Quotable Payments or upload their own proof of payment manually. Sellers or buyers are free to use their own payment methods. Track status in real-time: Unpaid → For Verification → Paid. Get instant notifications when paid.
Step 7: Sync to your accounting system or ERP
Eliminate double data entry. Connect Quotable AI to your accounting or ERP system to automatically sync POs, sales orders, invoices, bills, payments, and more! Making it your single source of truth for global B2B trading.
Result
From quote to cash in one connected system. All documents flow forward automatically and tracked in one system, eliminating spreadsheets, email chains, and payment delays.
Tips
Use the AI parser to extract information from buyer documents
Enable payment links to get paid faster
Add tracking links to reduce "where's my order?" buyer inquiries
All documents inherit information from previous steps, no duplicate data entry
Send delivery confirmations to build buyer trust and reduce disputes
Invite frequent buyers to join Quotable for faster reorders and smoother workflows
Connect Xero, QuickBooks, or your ERP to sync all transactions automatically