Professional Services
Simplify Project Procurement and Client Billing

Quotable AI helps professional service providers automate quoting, approvals, and invoicing; giving you better control over budgets, contracts, and vendor costs. Whether you manage projects, consultants, or retainers, Quotable keeps operations seamless so your team can focus on delivering value to clients.

Industry Challenges

Manual Quoting and Proposal Processes
Creating and revising proposals manually takes time and introduces errors. Without a connected system, version changes and pricing updates can get lost, slowing down client approvals.
Untracked Project Expenses
Vendor costs, subcontractor fees, and project expenses are often managed separately. This leads to missed reimbursements and poor visibility into project profitability.
Approval and Contract Delays
Client approvals and internal sign-offs can stall progress when handled over email. Without automated routing and reminders, projects lose momentum and revenue recognition is delayed.
Scattered Documentation
Invoices, deliverables, and vendor records are often stored in multiple tools. This creates confusion, extra admin work, and difficulty maintaining an accurate audit trail.

Features That Close Deals Faster

Everything in One Platform — No Add-Ons, No Chaos

01
Faster Bidding & Quotes

Use AI-powered templates to create branded, line-item quotes in minutes.

02
Centralized Approvals

Route bids and purchase orders through built-in approval flows for faster sign-off.

03
Seamless Invoice Matching

Automatically match incoming invoices to the right POs to avoid payment delays.

04
Real-Time Delivery Tracking

ink POs to supplier delivery updates so you know exactly when materials will arrive on-site.

How it works

STEP 1
Set Up Your Products & Pricing or Don’t
Upload once, and you’re ready for every future quote or go straight into quoting and add products on the fly.
STEP 2
Send Quotes, Sales Orders or Invoices
Branded, accurate, ready in minutes no PDF hunting or spreadsheet copy-paste.
STEP 3
Track Responses in Real Time
See exactly when buyers view and approve.
STEP 4
Get Paid & Fulfill
Accept payment directly, sync orders to your workflow, and ship orders with full tracking visibility.

Key Features for Professional Services

Automated Quoting and Proposals
Build and send professional, itemized quotes for projects or service retainers. Quotable helps standardize pricing, automate approvals, and convert accepted quotes directly into invoices or purchase orders.
Integrated Vendor and Expense Tracking
Monitor project-related spending in one place. From vendor payments to subcontractor purchases, Quotable links procurement to your financial workflow, keeping every expense transparent and easy to reconcile.
Workflow & Compliance Automation
Quotable AI helps maintain compliance with automated POs, SOs, and invoices while organizing service contracts, certifications, and maintenance logs for faster approvals and simplified audits.

Testimonials

Our rebranding has completely revitalized our business. We're now recognized as a leader in our industry.

Arlene McCoy
Marketing Coordinator

We were struggling to connect with our audience. Now, our brand speaks directly to them, and our engagement has skyrocketed.

Darrell Steward
Dog Trainer

From concept to execution, the branding journey was outstanding. Our new brand identity has set us apart from competitors.

Mike Thomas
CEO, FocalPoint

We were struggling to connect with our audience. Now, our brand speaks directly to them, and our engagement has skyrocketed.

Courtney Henry
President of Sales

The branding process was seamless and the results are beyond our expectations. Our new brand has significantly increased traffic.

Darrell Steward
Dog Trainer

Our rebranding has completely revitalized our business. We're now recognized as a leader in our industry.

Courtney Henry
President of Sales

Working with this team was a game-changer. Our brand now truly reflects who we are.

Darrell Steward
Dog Trainer

The team took our vision and turned it into a powerful brand that speaks to our core values.

Bessie Cooper
Web Designer

The team took our vision and turned it into a powerful brand that speaks to our core values.

Bessie Cooper
Web Designer

Working with this team was a game-changer. Our brand now truly reflects who we are.

Darrell Steward
Dog Trainer

The branding process was seamless and the results are beyond our expectations. Our new brand has significantly increased traffic.

Darrell Steward
Dog Trainer

Our rebranding has completely revitalized our business. We're now recognized as a leader in our industry.

Arlene McCoy
Marketing Coordinator

We were struggling to connect with our audience. Now, our brand speaks directly to them, and our engagement has skyrocketed.

Darrell Steward
Dog Trainer

From concept to execution, the branding journey was outstanding. Our new brand identity has set us apart from competitors.

Mike Thomas
CEO, FocalPoint

We were struggling to connect with our audience. Now, our brand speaks directly to them, and our engagement has skyrocketed.

Courtney Henry
President of Sales

The branding process was seamless and the results are beyond our expectations. Our new brand has significantly increased traffic.

Darrell Steward
Dog Trainer

Our rebranding has completely revitalized our business. We're now recognized as a leader in our industry.

Courtney Henry
President of Sales

Working with this team was a game-changer. Our brand now truly reflects who we are.

Darrell Steward
Dog Trainer

The team took our vision and turned it into a powerful brand that speaks to our core values.

Bessie Cooper
Web Designer

Our rebranding has completely revitalized our business. We're now recognized as a leader in our industry.

Arlene McCoy
Marketing Coordinator

We were struggling to connect with our audience. Now, our brand speaks directly to them, and our engagement has skyrocketed.

Darrell Steward
Dog Trainer

From concept to execution, the branding journey was outstanding. Our new brand identity has set us apart from competitors.

Mike Thomas
CEO, FocalPoint

We were struggling to connect with our audience. Now, our brand speaks directly to them, and our engagement has skyrocketed.

Courtney Henry
President of Sales

Get started with Quotable AI

For Sellers
Empower your sales team with smarter, faster quoting. Quotable AI transforms PDFs, spreadsheets, and product lists into professional, buyer-ready quotes in minutes. Collaborate across teams, maintain brand consistency, and close deals at scale without the manual work
For Buyers
Take control of your entire procurement process with ease. Quotable AI automates RFQs, centralizes supplier comparisons, and streamlines approvals into POs instantly. Reduce delays, eliminate errors, and gain full visibility from request to delivery—all in one intuitive platform.

Built with Intelligent Financial Eco Management

From approval routing to transaction syncing, every step is designed to eliminate errors, reduce manual work, and keep your team in sync.

Frequently Asked Questions

All your questions answered below.

How can I quickly generate and send a quote with Quotable?
With Quotable, you can create a branded, professional quote in minutes. Add products or services from your catalog, apply your terms, and share instantly with buyers via a secure no-login link. No spreadsheets, no manual formatting.
Is Quotable a Marketplace?
Quotable AI is not a marketplace , it’s an AI-powered supply chain operating system that helps SMEs quote, procure, invoice, ship, and get paid faster in one system. Think of it as your own software + infrastructure layer for your supply chain. It digitizes documents (quotes, POs, invoices, delivery receipts), automates workflows with AI parsing, and embeds payments and financing.
How does AI improve accuracy in quoting and workflows?
Quotable’s AI parser extracts data from PDFs, emails, and spreadsheets with over 99% accuracy. This means no retyping, fewer errors, and quotes that are always up-to-date with your catalog, pricing, and terms.
Does Quotable integrate with my existing CRM tools?
Yes. Quotable syncs with popular CRMs and ERPs so your quotes, invoices, and POs stay aligned with your existing workflow.
Is it only for physical products?
No. Quotable works for products, services, or both. Whether you’re quoting IT equipment, construction labor, or distribution orders, Quotable adapts to your workflow.
Do my buyers or suppliers need to create an account?
No. With Quotable’s no-login workflows, your buyers and suppliers can receive, approve, or pay documents directly from a secure link. This makes adoption frictionless and builds trust.
Can I get paid directly through Quotable?
Yes. Quotable supports credit cards, bank transfers, BNPL, and wallets across 190+ countries. You can reconcile payments automatically against quotes, invoices, and orders.
How long does it take to get started?
Most SMEs are up and running the same day. Upload your products or services once, and you’ll be ready to send your first quote or PO in minutes. Don’t want to add products first? No problem, you can add products on the fly within the quotation itself.
Is Quotable secure and compliant?
Yes. Quotable is built with enterprise-grade security, full audit trails, and role-based access. Every document, approval, and payment is logged for compliance.
What industries use Quotable?
Quotable powers SMEs in Import/Export, construction, IT reselling, distribution, logistics, manufacturing, and business services, any business that quotes, procures, or invoices frequently.
What makes Quotable different from other quoting or procurement tools?
Unlike rigid systems, Quotable adapts to your workflow. Quote-first, invoice-first, or straight to purchase, the platform flexes around how your business already works. Plus, with no-login sharing and AI-powered parsing, it’s the fastest way for SMEs to digitize their supply chain.
No items found.

Stop quoting the old way. Start closing 10X FASTER.

Say goodbye to endless email threads, spreadsheets, and missed approvals. Quotable AI brings quoting, procurement, and payments into one connected platform — built to help your team move faster, win more deals, and stay in control from quote to cash.