What are Seller and Buyer Views?
Quotable adapts to how you use the platform, whether you're selling products and services (Seller View) or purchasing and procuring (Buyer View). Each view displays relevant documents, features, and workflows specific to your role, eliminating clutter and focusing on what matters for your business operations.
Key Benefits:
Role-appropriate dashboards and navigation
See only documents you own or need to act on
Workflows optimized for selling or buying
Relevant features and actions based on your perspective
Seamless switching if you both buy and sell
Seller View
What Sellers See
Sellers focus on creating quotes, managing sales orders, invoicing, and collecting payments. Your view emphasizes outbound sales and fulfillment workflows.
Primary Features:
Quote Builder: Create and send quotes in minutes
RFQs: View and respond to buyer requests for quotations
Sales Orders: Manage all buyer orders and fulfillment
Invoices: Generate invoices and collect payments
Deliveries: Track shipments and confirm deliveries
Payments Received: Monitor incoming payments and verify collections
Seller Dashboard Access:
Quotes dashboard (create, track, manage quotations)
Sales Orders dashboard (orders to fulfill)
Invoices dashboard (billing and payment collection)
Deliveries dashboard (shipment tracking)
Payment tracking and verification
Buyer View
What Buyers See
Buyers focus on requesting quotes, comparing suppliers, creating purchase orders, and managing payments. Your view emphasizes procurement and payables workflows.
Primary Features:
Request for Quotes (RFQs): Create RFQs and invite suppliers to bid
Quote Comparison: Review and compare submitted supplier quotes
Purchase Orders: Create and manage orders to suppliers
Bills: Track payables and amounts owed to suppliers
Deliveries: Monitor incoming shipments and confirm receipt
Payments: Pay suppliers and track payment status
Buyer Dashboard Access:
RFQs dashboard (create requests, review quotes)
Purchasing dashboard (manage Purchase Orders)
Bills dashboard (payables and amounts owed)
Deliveries dashboard (incoming shipment tracking)
Payment records (track what you've paid)
Document Visibility by View
Seller-Owned Documents (Visible in Seller View):
Quotes: Quotations you create and send to buyers
Sales Orders: Orders you need to fulfill
Invoices: Bills you send to buyers for payment
Delivery Records: Shipments you create and track
Payment Records: Payments you receive from buyers
Buyer-Owned Documents (Visible in Buyer View):
RFQs: Requests for quotations you create
Purchase Orders: Orders you send to suppliers
Bills: Your internal payables records
Delivery Records: Shipments you're receiving
Payment Records: Payments you make to suppliers
Note: Both views can see shared documents like Delivery Records and Payment Records from their respective perspectives.
Workflow Differences
Seller Workflow
Quote → PO → SO → Invoice → Delivery → Payment
Respond to buyer RFQs or create quotes
Receive Purchase Orders from buyers
Accept PO and confirm via Sales Order
Create invoices to request payment
Ship goods and track deliveries
Collect payments via Quotable Payments
Focus: Outbound sales, fulfillment, and payment collection
Buyer Workflow
RFQ → Quote → PO → Bill → Delivery → Payment
Create RFQs and invite suppliers
Compare submitted quotes
Accept winning quote and create Purchase Order
Receive Bills when suppliers invoice
Confirm delivery receipt
Pay suppliers via Quotable Payments or record offline payments
Focus: Sourcing, procurement, and payables management
Account Types and Views
Buyer Account Type
Company profile with buyer permissions only. Can only act as buyer when using Quotable. Access to RFQs, Purchase Orders, Bills, and buyer-side payment features.
Seller Account Type
Company profile with both buyer and seller permissions. Users can act as either buyer or seller in any transaction. Access to all features, can create quotes, respond to RFQs, create POs, manage bills, and handle both selling and buying workflows.
Most companies are Seller account types to support both buying from suppliers and selling to customers.
Switching Between Views
Dual-Role Companies
If your company both sells and buys (Seller account type), you can switch between perspectives based on the transaction. When working on sales to customers, use seller features (Quotes, SOs, Invoices). When procuring from suppliers, use buyer features (RFQs, POs, Bills).
View Selector
The Buyer/Seller View dropdown in the top navigation allows you to switch context if your account has both permissions. Select the appropriate view for your current task.
Document Context
Documents automatically appear in the correct view based on your role in that transaction. If you're the seller, it shows in seller view. If you're the buyer, it shows in buyer view.
Features by View
Seller View Features:
Quote builder with smart calculations and advanced print
RFQ response and quote submission
Sales Order acceptance and management
Invoice creation and sending
Delivery record creation and tracking
Payment collection and verification
My Products catalog management
Buyer View Features:
RFQ creation and supplier invitation
Quote comparison and analysis
Purchase Order creation and management
Bill tracking and verification
Delivery confirmation and receipt
Payment processing to suppliers
Supplier group management
Approval workflows
Team Collaboration Across Views
Role-Based Permissions
Team members have different roles that determine their view access:
Finance roles: Can create invoices (seller) and bills (buyer)
Sales roles: Can create quotes and sales orders (seller only)
Purchasing roles: Can create purchase orders and RFQs (buyer only)
Logistics roles: Can create delivery records (both views)
Admin roles: Full access to all features in both views
Shared Features:
Contact Book (accessible in both views)
My Products catalog (used by both sellers and buyers)
Deliveries (tracked from both perspectives)
Payment Records (visible to both parties)
Team settings and company profile
Result
Your view adapts to your role. Sellers see sales workflows, buyers see procurement workflows, and dual-role companies switch seamlessly—keeping every user focused on their specific business operations.
Tips
Seller View focuses on quotes, sales orders, invoices, and payment collection
Buyer View focuses on RFQs, purchase orders, bills, and paying suppliers
Seller account types can access both views for dual-role companies
Buyer account types only have buyer permissions and features
Documents appear in correct view based on your role in the transaction
Use Buyer/Seller View dropdown to switch context if you have both permissions
Team roles determine which view features each member can access
Both views share Contact Book, Products, and company settings
Privacy controls ensure you only see documents relevant to your transactions