Accreditation Portal

The Accreditation Portal is a customizable supplier/buyer onboarding system that digitizes your verification process. Instead of collecting business documents via email or paper forms, create professional digital applications that suppliers complete online, with all submissions organized in one dashboard.
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Key Benefits:

Go to Contacts → Templates and click Create Template. Name your template (e.g., "Supplier Accreditation," "Contractor Verification," "Buyer Application"). Add sections and fields based on your requirements.
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Organize your form into logical sections:

Each section can have a header, section name, and instruction field with helpful guidance.
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Add field types including:

Mark fields as required or optional based on your compliance needs.
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Create multiple templates for different scenarios (local suppliers, international vendors, contractors). Set one as your default template used for standard invitations.

Go to Contacts listing and click Invite to Get Accredited next to any supplier. Select which accreditation template to use and send the invitation.
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Go to Contacts → Accreditation → New Accreditation. Select Company Contact. Choose your accreditation template and send invitation.
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NOTE: Company must be added to Supply Chain Network prior to sending an accreditation request.
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Applicants will get an email with a secure link to your accreditation form. They can fill it out without logging into Quotable. Pre-filled information from their company profile auto-populates to save time if they are using Quotable.

The applicant clicks the email link and sees your custom accreditation form. Some fields may be pre-filled from their existing Quotable profile or company documents. They complete all required sections and upload requested documents.
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If applicants have uploaded standard business documents to their Company Settings (SEC docs, BIR 2303, business permits), these files auto-attach to your accreditation form. They can switch files if needed or upload new ones.
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Applicants can Save Draft to complete the form later or Submit when all requirements are ready. Drafts are saved in their session, they can return via the same link to finish.
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NOTE: Save draft feature only available to Quotable users
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You receive notification when suppliers submit their accreditation. Applicants get confirmation that their application was received and is under review.

Go to Contacts → Accreditations to see all applications. View tabs for:

Track each application's progress:

Buyer View Statuses:

Supplier View Statuses (in their My Accreditations tab):

Click any application to view all submitted information and uploaded documents. Download files for verification.

To Approve:
Manually update status to Accredited. Supplier receives approval notification and gets an accreditation badge in your Contacts.

To Reject:
Manually update status to Rejected and leave a comment explaining the reason for rejection (e.g., missing documents, incorrect information). This allows the supplier to make revisions and resubmit.

When you reject an application with a comment, suppliers are notified to edit or upload the necessary files. They can edit their submitted requirements and resubmit the application.

Suppliers with completed accreditations are highlighted in the Contacts Module with accreditation badges.

Suppliers have their own view under Contacts → My Accreditations with two tabs:

They can view buyer information and access their submitted forms and documents.

The Accreditation Portal transforms paper-based supplier verification into a streamlined digital process. Collect all required documents in one place, maintain organized records, and build a network of verified, compliant partners you can trust.

​Build trust before you transact. Use the Accreditation Portal to verify suppliers, ensure compliance, and create a network of qualified partners ready to do business.