Dashboard
All supplier quotes at a glance
All Supplier Quotes
| Supplier ↕ | Countries ↕ | Type | FTD | Payment Methods | 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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Select a country to compare suppliers
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
🟠 HubSpot
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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🧑 Contact
🤝 Referral
⚙️ Technical Details
💰 Pipeline
Pricing Lines
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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🛡️ 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
Global Search
Search across all suppliers, clients, prospects, introducers, applications, quotes & proposals
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