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Everything you need to know about QuoteBase

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Step-by-step tutorials and best practices

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API Documentation

Integrate QuoteBase with your systems

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Step-by-Step Tutorials

Quick Start Guide

Get up and running in 5 minutes

1Create your organization account
2Upload Excel or create RFQ manually
3Invite suppliers to quote
4Review and compare quotes
Read full guide →

Excel Import Tutorial

Transform Excel files into structured RFQs

1Prepare Excel file with headers
2Upload and auto-detect columns
3Map custom fields automatically
4Review and create RFQ
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Custom Fields Setup

Define organization-specific fields without code

1Navigate to Settings → Custom Fields
2Create field definitions (6 types)
3Use in RFQs and Excel imports
4Automatic client + server validation
Read full guide →

Multi-Round Negotiation

Run competitive rounds for better pricing

1Review initial quotes
2Start new round with target pricing
3Suppliers submit revised quotes
4Compare rounds and select winner
Read full guide →

Supplier Portal Guide

How suppliers quote without login

1Suppliers receive magic link email
2View RFQ details (mobile-optimized)
3Submit quotes with KDV tax calculation
4Track quote status in real-time
Read full guide →

Team & Permissions

Invite team members with role-based access

1Understand 4 roles (Owner/Admin/Manager/Buyer)
2Invite team members from Settings
3Assign role-based permissions
4Track audit trail per user
Read full guide →

Frequently Asked Questions

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QuoteBase - Excel to RFQ in 2 Minutes | Smart Procurement Platform