Quotable AI

General

Learn all about Quotable AI and how it helps you procure and sell 10X faster

What is Quotable AI

How Quotable works for Sellers (Quote → PO → SO → DELIVER →  Invoice → Payment)

How Quotable works for Buyers (RFQ → COMPARE → PO → DELIVER → BILL → Payment)

How to create your account and company profile

Creating your account & company profile

Invite your whole team to collaborate with you on Quotable AI

Inviting your team (Roles & Permissions)

How to invite your contacts and create your own private supply chain network

Private Supply Chain Network: Invite your buyers or suppliers

Quotable supports all the documents you need for B2B transactions. Each document serves a specific purpose in your workflow and connects seamlessly to create a complete transaction trail from quote…

Understanding document types (RFQs, Quotes, POs, Invoices, SOs, Bills, Payment Records)

Getting Started

The Contact Book is your centralized hub for managing all buyer and supplier relationships. Store contact details, track transaction history, organize your network, and maintain complete visibility of everyone you…

Contact Book: Managing your contacts (Buyers, Suppliers)

Quotable provides specialized views for sellers and buyers with tailored dashboards, documents, and workflows. Each view shows only relevant features and documents based on your business role and transaction perspective.

Seller and Buyer Views

Your centralized product information management system where you create and manage your product catalog. Build your inventory once, then use it across quotes, RFQs, purchase orders, and invoices, eliminating repetitive…

My Products (PIM)

The Accreditation Portal allows you to create digital application forms for supplier or buyer verification. Collect required documents, and maintain organized records of all accredited partners, ensuring compliance and building…

Accreditation Portal

Attach supporting documents to Quotes, Purchase Orders, Sales Orders, and Invoices. Upload files directly to forms and download them anytime for your records or sharing with partners.

Uploading and Attaching Documents

Send quotes, invoices, and documents via email links that recipients can view and respond to without creating an account. No-login workflows enable frictionless collaboration with buyers and suppliers.

Sending and receiving no-login links

Quotable's AI Parser automatically extracts data from uploaded documents with 99% accuracy. Upload invoices, purchase orders, quotes, or delivery documents and let AI read and populate fields instantly, eliminating manual…

How the AI Parser works

Using Quotable AI

Create a custom design with text, images, and links

Home

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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