Contact Book: Managing your contacts (Buyers, Suppliers)

The Contact Book is your personal contact management system within Quotable. It functions like a flexible business notebook where you can add, organize, and manage companies and contacts, whether they're registered on Quotable, verified in your network, or just informal suppliers and walk-in buyers.
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Key Features:

Go to any document and Click +Add company manually to create a company profile. Add company name and press "Add". After the company has been added, choose the company and continue to adding an individual contact.
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Go to any document and press "Contacts", choose a company and click +New Contact. Enter their name, email, phone, and company affiliation. You can add contacts even if they're not registered on Quotable.
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Upload your existing contact list via CSV file. Map columns to Quotable fields (name, email, company, phone). Perfect for migrating from spreadsheets or other CRM systems.
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When you send quotes, RFQs, or POs to new recipients, they're automatically added to your Contact Book. No manual entry needed.

Create custom tags to organize contacts by category: Hardware Suppliers, IT Services, Logistics Providers, Key Buyers, etc. Apply multiple tags to each company for flexible filtering.
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This can be done from Contacts > New Address
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Add nicknames for quick identification ("John - Dell Distributor") and internal notes to remember preferences, special terms, or important details.

Link contacts to their companies to see all people from the same organization in one view. Useful for tracking multiple stakeholders at buyer or supplier companies.

Filter contacts by: Buyers, Suppliers, Tagged Categories, Active, Archived. Search by name, company, email, or phone to find contacts instantly.

Click any contact to see their complete profile: company details, contact information, transaction history, documents sent/received, total order value, and recent activity timeline.
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Update contact information anytime, email, phone, address, company affiliation, tags, or notes. Changes sync across all associated documents.
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Delete contacts you no longer work with. Past transaction history is preserved in your records even after removal.

Archive inactive contacts from your private network to keep your list clean without deleting transaction history. Archived contacts can be restored anytime.

Navigate to Admin > Contacts > All Contacts
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Press the action button and choose Remove. The company contact will be archived.

Quotable lets you add contacts and companies that aren't registered on the platform. Perfect for:

Add their basic information manually. You can still send them documents, upload their invoices, create bills, and track payments, even if they never create a Quotable account.

If you add a contact associated with a different company in your network, Quotable displays a warning for transparency. You maintain full autonomy to proceed as needed.

Contacts can view and respond to documents via email links without creating Quotable accounts. They become part of your workflow seamlessly.
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See complete transaction history per contact: all quotes, RFQs, POs, invoices, bills, payments, and deliveries. Track total order volume and average order value.

Your private list of buyers and suppliers. Only visible to your company. You control who's added, edited, or removed.
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When contacts accept your invitations and create Quotable accounts, they become part of your connected network. Benefits include:

You can use both: Keep personal contacts for informal relationships while building your verified Private Supply Chain Network for frequent partners.

Your Contact Book is scoped to your company. All users in your organization can see and use the same contact list for consistency.
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Team members can view contacts based on their roles. Admin and Manager roles can add, edit, and remove contacts. Other roles can view and use contacts for document creation.
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Contacts you add are private to your company. They're not shared publicly or visible to other Quotable users unless you're mutually connected via Quotable Network.

Regularly update email addresses, phone numbers, and company details to ensure documents reach the right people.
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Create tags that match your business categories: Product Types (Hardware, Software), Service Types (Logistics, Installation), Regions (Metro Manila, Cebu), or Priority (VIP, Regular).
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Record special terms, discount agreements, preferred payment methods, or delivery instructions in contact notes.
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Review your contact list every quarter. Archive inactive contacts, update outdated information, and remove duplicates.
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Use contact transaction history to identify top suppliers, frequent buyers, and relationship trends for better business decisions.

The Contact Book transforms scattered spreadsheets and email contacts into one organized system. Manage buyers and suppliers efficiently, track complete relationship history, and maintain flexibility to work with anyone, whether they're on Quotable or not.

Your Contact Book is more than a list, it's your private supply chain network. Keep it organized, keep it updated, and use it to build stronger buyer and supplier relationships.