Quotable streamlines your entire procurement process: from requesting quotes to making payments. Manage all supplier quotes in one place without the need for spreadsheets, compare pricing instantly, and track every purchase order through delivery and payment.
The workflow is dynamic, if you don't use request for quotations (RFQs), you can go straight to purchase orders (POs).
The Complete Buyer Workflow
Step 1: Request Quotes (RFQ)
Create and send RFQs to multiple suppliers at once. Add your requirements, specifications, and quantities, then invite suppliers via Contact Book to send a quote. For suppliers not in your Contact Book, you can share a no-login link. Suppliers receive your RFQ and can submit quotes directly by simply putting in their prices, no login required.
Step 2: Compare Quotes Instantly
Press "compare" and review all submitted quotes side-by-side in one unified view in real time. No more manually downloading quotes from different sources and formatting them onto a spreadsheet for review.
Pro Tip: You need a minimum of two quotes to be able to compare quotes.
Step 3: Create Purchase Order (PO)
Click on view details or the "eye" icon to see the actual quotation from each seller. Review the quote and click "Create PO" to convert it automatically. All quote details transfer over, zero manual data entry. Once finalized, send the PO to your supplier.
Step 4: Track Delivery
Monitor shipment status updates from suppliers. Review proof of delivery documents and confirm receipt once goods arrive. Get notifications at each milestone with full visibility into what's shipped and what's been received.
Step 5: Receive Invoices from Quotable Users and Non Quotable Users
Auto Generated Bills
If the supplier is a Quotable user and creates an invoice, corresponding Bills are auto-generated in your account.
Create Bills
If the supplier is not active on Quotable, you can add the invoice manually to your Quotable AI system under Bills > Create Bill
There are two ways to create a bill.
Manual Bill Creation
Choose the PO you want to create a bill for
The system will auto populate the bill with the PO details
Review the details and make edits if necessary
Attach the invoice from the supplier via "Attach Invoice Document"
Press the "Create Bill" button
Create Bill via AI-Parser
Upload the Invoice via AI
AI automatically extracts invoice details and matches them to your POs with 99% accuracy. Make edits if necessary.
Press "Create Bill" button
Step 6: Make Payment
Pay suppliers via the Quotable wallet, payment links or record offline payments. Payment records are created and linked to bills automatically. Track status from Unpaid → For Verification → 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, bills, payments, and more! Making it your single source of truth for global B2B trading.
Result
Every step is connected. Track the entire process from one dashboard, from RFQ creation to final payment, with complete visibility and zero manual data entry.
Tips
Invite multiple suppliers to each RFQ to maximize competitive pricing
Use the AI parser to upload and extract supplier invoices automatically (99% accuracy)
Pay via embedded links to speed up collections and build supplier trust
Track payment status to manage cash flow and avoid late fees
Build your supplier network by adding them to your contact book and inviting them to join Quotable
Connect Xero, QuickBooks, or your ERP to sync all transactions automatically
Upload reference documents (receipts, contracts) at any workflow stage