Dashboard - Quotes
Proposals
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What needs you today — across proposals, compliance and the pipeline
Action queue
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Recent activity
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Deals
Your whole pipeline on one board — from first contact to won
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Dashboard - Quotes
All supplier quotes at a glance
All Supplier Quotes
| Supplier ↕ | Countries ↕ | Type | FTD | Payment Methods | Whitelist | Avg MDR | Quote Date | Created by | Status | Ver. | Actions |
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Suppliers
Your supplier directory — auto-fills new quotes
New Supplier Quote
Enter the supplier's pricing terms and country rates
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📞 Provider Contact Details
🤝 Referral
⚙️ Technical Details
Click or drag an image / PDF screenshot here
PNG, JPG, WEBP — max 5MB
Country Rates
Compare
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Add countries or apply filters to compare supplier quotes
Cost Calculator
Project monthly supplier cost from expected volume
Version History
Track how supplier quotes changed over time
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Select a supplier to view quote history
Analytics
Pipeline, win rate & margin insights from your proposals
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Ask AI claude-haiku-4-5
Ask anything about your suppliers, pricing, or proposals
Client Proposals
Quotes built on supplier rates — sell prices only shown to client
| Client | Proposal | Countries | Status | HubSpot | Margin/mo | Created By | Date ▼ | Actions |
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New Client Proposal
Set your sell rates. Warning fires if you go below supplier cost.
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⚙️ Specific conditions — override the standard conditions for this proposal only (leave empty to use standard)
💳 Client Payment Schedule — when we pay this client
🧑 Contact
🤝 Referral
Pricing Lines
cost side comes from the supplier’s own quotes — pick a rate per line
⚙️ Technical Details
Client Requests
Unfulfilled client requests — checked weekly against supplier quotes
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No requests yet
New Client Request
Log what the client needs — we'll alert you when a supplier match is found
Prospects
Incoming applications — review, approve or reject
Clients
Your contact book — auto-fills new proposals
Introducers
Referral partners — auto-fills the Referral block in quotes & proposals
Profit Pipeline
Expected monthly volume & profit across all proposals
Monthly Volume by Status
| Client | Proposal | Status | Vertical | Monthly Vol. ($) | Est. Monthly Profit ($) | Margin % | Created by | Date |
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🏷️ MCC / Descriptors
Bulk entry of MCC codes, descriptors, min/max transaction & velocity per supplier & country — to enter several MCCs or descriptors in one field, separate them with commas
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🛡️ Compliance Report
Missing documents and expiry status for all clients, suppliers & introducers
🔍 Compliance Review Portal
Review submitted documents and sign off compliance records
Activity Log
Audit trail of all operations performed in PayQuote
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Applications
Incoming supplier & merchant applications from intake forms
Settlement Calculator
Estimate when a transaction will actually settle, based on a supplier's settlement time and recurrence
What to calculate
📅 Date range to calculate (max 30 days)
Safety buffer (extra days)
Target Rates PDF
Branded, anonymised benchmark of the rates we hold — the average across all live agreements per country & method — to share with prospective suppliers. Supplier names are never shown.
Product List
Branded A4-landscape PDF showing which payment methods are available in each country, across all accepted supplier quotes. Share it with clients as a capabilities overview.
Merchant Traffic Analysis
Drop a merchant's payment statement (.xlsx / .csv) to analyse the transaction traffic, score it against every PayQuote vertical for the best match, raise a risk-findings register, and reconcile what they declared against what the data shows. Runs entirely in your browser — raw card data never leaves this machine.
Global Search
Search across all suppliers, clients, prospects, introducers, applications, quotes & proposals
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