# Quotable AI Help Center > How can we help you? ## Quotable AI - [What is Quotable AI](https://help.getquotable.ai/en/articles/12554833-what-is-quotable-ai.md): Learn all about Quotable AI and how it helps you procure and sell 10X faster - [How Quotable works for Sellers \(Quote → PO → SO → DELIVER → Invoice → Payment\)](https://help.getquotable.ai/en/articles/12554838-how-quotable-works-for-sellers-quote-po-so-deliver-invoice-payment.md): How Quotable AI works - [How Quotable works for Buyers \(RFQ → COMPARE → PO → DELIVER → BILL → Payment\)](https://help.getquotable.ai/en/articles/12561920-how-quotable-works-for-buyers-rfq-compare-po-deliver-bill-payment.md): How Quotable AI works for procurement - [Creating your account & company profile](https://help.getquotable.ai/en/articles/12554841-creating-your-account-company-profile.md): How to create your account and company profile - [Inviting your team \(Roles & Permissions\)](https://help.getquotable.ai/en/articles/12554868-inviting-your-team-roles-permissions.md): Invite your whole team to collaborate with you on Quotable AI - [Private Supply Chain Network: Invite your buyers or suppliers](https://help.getquotable.ai/en/articles/12561384-private-supply-chain-network-invite-your-buyers-or-suppliers.md): How to invite your contacts and create your own private supply chain network - [Understanding document types \(RFQs, Quotes, POs, Invoices, SOs, Bills, Payment Records\)](https://help.getquotable.ai/en/articles/12554887-understanding-document-types-rfqs-quotes-pos-invoices-sos-bills-payment-records.md): 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... - [Contact Book: Managing your contacts \(Buyers, Suppliers\)](https://help.getquotable.ai/en/articles/12554918-contact-book-managing-your-contacts-buyers-suppliers.md): 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... - [Seller and Buyer Views](https://help.getquotable.ai/en/articles/12613665-seller-and-buyer-views.md): 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 t... - [My Products \(PIM\)](https://help.getquotable.ai/en/articles/12561401-my-products-pim.md): 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, e... - [Accreditation Portal](https://help.getquotable.ai/en/articles/12561399-accreditation-portal.md): 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, en... - [Uploading and Attaching Documents](https://help.getquotable.ai/en/articles/12554907-uploading-and-attaching-documents.md): 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. - [Sending and receiving no-login links](https://help.getquotable.ai/en/articles/12554915-sending-and-receiving-no-login-links.md): 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 suppli... - [How the AI Parser works](https://help.getquotable.ai/en/articles/12554912-how-the-ai-parser-works.md): 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 insta... - [How to Create and Send Request for Quotations \(RFQs\) to Suppliers](https://help.getquotable.ai/en/articles/12554961-how-to-create-and-send-request-for-quotations-rfqs-to-suppliers.md): Create Request for Quotations to invite multiple suppliers to bid on your purchasing requirements. Add products, set terms, invite suppliers from your network or groups, and compare quotes in one d... - [Inviting Suppliers to RFQs \(Verified vs External\)](https://help.getquotable.ai/en/articles/12554964-inviting-suppliers-to-rfqs-verified-vs-external.md): Invite suppliers to your RFQs whether they have Quotable accounts or not. Verified suppliers in your network respond faster, while external suppliers can submit quotes via email without creating ac... - [Comparing Quotes and Selecting the Winners](https://help.getquotable.ai/en/articles/12554965-comparing-quotes-and-selecting-the-winners.md): Compare all submitted supplier quotes side-by-side in one unified view. See pricing differences, identify best value, mark top quotes for approvers, and make informed purchasing decisions without s... - [Accepting or Declining Quotations](https://help.getquotable.ai/en/articles/12554976-accepting-or-declining-quotations.md): Accept winning supplier quotes to create Purchase Orders instantly, or decline quotes you don't want to proceed with. Both actions notify suppliers and update quote status automatically. - [Creating and Submitting Independent Purchase Orders \(POs\)](https://help.getquotable.ai/en/articles/12554987-creating-and-submitting-independent-purchase-orders-pos.md): Create Purchase Orders directly without quotes or RFQs. Send POs to suppliers for direct purchases, repeat orders, or pre-negotiated agreements, skipping the quotation process entirely. - [Create Bills and Matching \(PO → Invoice → Bill → Payment\)](https://help.getquotable.ai/en/articles/12554993-create-bills-and-matching-po-invoice-bill-payment.md): Create Bills from supplier invoices, link to Purchase Orders for verification, and track payments through completion. Quotable automatically matches documents for complete audit trails from order t... - [Adding Approvers and How Approvals of RFQs Work in Quotable](https://help.getquotable.ai/en/articles/12561154-adding-approvers-and-how-approvals-of-rfqs-work-in-quotable.md): Send selected quotes to approvers for review before creating Purchase Orders. Mark Top Quotes with stars, add approvers with email invitations, and track approval status, all within your RFQ workflow. - [Receiving Deliveries](https://help.getquotable.ai/en/articles/12561367-receiving-deliveries.md): Track incoming shipments, confirm receipt of delivered goods, and upload proof of delivery. View delivery details including tracking information and verify items received match your Purchase Order. - [Responding to RFQs & Submitting a Quote](https://help.getquotable.ai/en/articles/12561157-responding-to-rfqs-submitting-a-quote.md): Receive RFQ invitations via email from buyers you know, review requirements, and submit competitive quotes without logging in. Respond quickly to win business and build buyer relationships. - [Buyer acceptance flow and POs](https://help.getquotable.ai/en/articles/12561168-buyer-acceptance-flow-and-pos.md): Understand how buyers accept your quotes and what happens next. Track acceptance status and automatically convert accepted quotes into orders for seamless fulfillment. - [Manual Smart Quotation with Advanced Print](https://help.getquotable.ai/en/articles/12561161-manual-smart-quotation-with-advanced-print.md): Create quotes with automatic profit calculations based on margin, markup, or discount. Organize products by sections and print professional quotes with standard or advanced layouts that include com... - [Editing or resending quotes](https://help.getquotable.ai/en/articles/12561164-editing-or-resending-quotes.md): Edit quotes to update pricing, products, or terms, then use Update & Send to notify buyers of changes. Track all revisions with complete quote history showing who changed what and when. - [Receiving buyer Purchase Orders \(POs\)](https://help.getquotable.ai/en/articles/12561347-receiving-buyer-purchase-orders-pos.md): Receive buyer Purchase Orders through Quotable's system, upload links, or manual attachment. AI automatically extracts PO data and creates Sales Orders for your review and acceptance. - [Handling PO Changes or Cancellations](https://help.getquotable.ai/en/articles/12561358-handling-po-changes-or-cancellations.md): Buyers can edit Purchase Orders to update details or cancel when needed. PO cancellations automatically cancel related Sales Orders, and sellers receive notifications to stop fulfillment immediately. - [Creating and Managing Sales Orders \(SOs\)](https://help.getquotable.ai/en/articles/12561328-creating-and-managing-sales-orders-sos.md): Sales Orders confirm buyer purchase commitments and manage order fulfillment. Review auto-generated SOs from buyer POs, accept or reject orders, and convert to invoices or delivery records with a f... - [Converting Sales Order \(SO\) to Invoice \(INV\)](https://help.getquotable.ai/en/articles/12561329-converting-sales-order-so-to-invoice-inv.md): Convert Sales Orders to Invoices with a few clicks. All SO details auto-populate into the invoice, eliminating manual data entry. Send invoices with embedded payment links for faster collection. - [Creating & Sending Invoices](https://help.getquotable.ai/en/articles/12561341-creating-sending-invoices.md): Create standalone invoices for buyers, upload existing invoices for AI extraction, or send invoices with embedded payment links for instant collection and faster cash flow. - [Editing or canceling an Invoice](https://help.getquotable.ai/en/articles/12561343-editing-or-canceling-an-invoice.md): Edit invoices to update details before payment is received. Cancel invoices when needed, which automatically cancels the buyer's Bill. Payment restrictions apply for both actions. - [Tracking Payments Received](https://help.getquotable.ai/en/articles/12561344-tracking-payments-received.md): Track all incoming payments from buyers directly in the unique Invoice. Verify offline payments, monitor payment status, and maintain complete payment records for every invoice with proof of paymen... - [Create & Manage Deliveries \(Seller View\)](https://help.getquotable.ai/en/articles/12561369-create-manage-deliveries-seller-view.md): Create Delivery Records from Sales Orders or Invoices to track shipments. Add courier details, update status as goods move, and confirm delivery with proof of delivery uploads. - [Supported payment methods](https://help.getquotable.ai/en/articles/12554953-supported-payment-methods.md): Quotable supports embedded online payments, plus offline payment recording for bank transfers, checks, and cash. Choose the payment method that works best for your business. - [Using the Quotable Wallet in the Philippine Market](https://help.getquotable.ai/en/articles/12554955-using-the-quotable-wallet-in-the-philippine-market.md): Quotable Wallet is your digital payment account for B2B transactions. Load funds, pay suppliers instantly, and manage your business payments all in one secure wallet integrated with Quotable AI. - [Paying for Bills/Invoices](https://help.getquotable.ai/en/articles/12554947-paying-for-bills-invoices.md): Pay supplier invoices quickly via embedded payment links or record offline payments. Track payment status from Unpaid to Verified to Paid with complete audit trails for all transactions. ## Quotable Payments - [What is Quotable Payments?](https://help.getquotable.ai/en/articles/16762308-what-is-quotable-payments.md): Learn what Quotable Payments does and how businesses use it to make and track cross-border payments. - [Get started with Quotable Payments](https://help.getquotable.ai/en/articles/16762310-get-started-with-quotable-payments.md): Set up your business profile, submit the required information, and follow your review status. - [Add or edit a Saved Bank Account](https://help.getquotable.ai/en/articles/16762312-add-or-edit-a-saved-bank-account.md): Save the bank account your business will use to fund payments. - [Add or edit a recipient](https://help.getquotable.ai/en/articles/16762314-add-or-edit-a-recipient.md): Save the person or business you want to pay and verify their bank details before sending funds. - [Make an international payment](https://help.getquotable.ai/en/articles/16762317-make-an-international-payment.md): Choose a funding account and recipient, review the rate, verify the payment, and submit it. - [Complete two-step verification](https://help.getquotable.ai/en/articles/16762319-complete-two-step-verification.md): Use an authenticator or your registered email to verify a payment before submission. - [Fund a payment after submission](https://help.getquotable.ai/en/articles/16762321-fund-a-payment-after-submission.md): Use the payment-specific funding instructions and references shown after submission. - [Track a payment and understand its status](https://help.getquotable.ai/en/articles/16762323-track-a-payment-and-understand-its-status.md): Find a payment record and understand what each customer-facing status means. - [Add payment reference files](https://help.getquotable.ai/en/articles/16762325-add-payment-reference-files.md): Attach bank confirmations or other supporting files to a payment record. - [How recipients view payment status](https://help.getquotable.ai/en/articles/16762328-how-recipients-view-payment-status.md): Learn how a recipient can securely check the limited status of a payment without accessing the sender’s account. - [Track Global Account transactions](https://help.getquotable.ai/en/articles/16766782-track-global-account-transactions.md): Find incoming and outgoing Global Account activity and read the details recorded for each transaction. - [Receive money or add funds to a Global Account](https://help.getquotable.ai/en/articles/16766783-receive-money-or-add-funds-to-a-global-account.md): Receive supported transfers or add business funds using the account details shown in Quotable Payments. - [What is a Global Account?](https://help.getquotable.ai/en/articles/16766786-what-is-a-global-account.md): Learn how Global Accounts help eligible businesses receive, hold, and use supported currencies. - [Activate a Global Account](https://help.getquotable.ai/en/articles/16766787-activate-a-global-account.md): Activate a Global Account in an available currency and give it a nickname your team will recognize. - [Make a payment from a Global Account](https://help.getquotable.ai/en/articles/16766788-make-a-payment-from-a-global-account.md): Pay an international Recipient from the available balance in a Global Account. - [View and manage a Global Account](https://help.getquotable.ai/en/articles/16766789-view-and-manage-a-global-account.md): Check a Global Account's balance and receiving details, rename it for your team, and review recent activity.