When you log into your QuoteToMe web app, you will land on the dashboard (our home page). 


The Dashboard

 

The web app dashboard displays your company’s purchase order activity across three tabs.


  • The To-Do tab is a specific list of action items that require your immediate attention.
     
  • The My Orders tab will only display all the orders you’ve personally created.
     
  • The All Orders tab will display every order across the projects joined—providing you with full visibility into all transactions. 



The Top Bar


The top bar displays the following features for all users using the QuoteToMe web app.

 

 

Features from left to right:

  1. QuoteToMe Logo: Click to return to the dashboard.

  2. CREATE Menu:

    • Get Quotes: Submit an RFQ form to your preferred suppliers.

    • Create PO: Manually generate and send a Purchase Order to suppliers.

    • Create Expense: Record and manage business expenses.

    • Create Requisition: Request items or services internally within your organization.

    • Create Invoice (NEW): Generate an invoice directly from the platform.

    • Create Project: Set up and assign team roles.

    • Create User: Add a new user to your organization.

  3. Search Bar: Quickly search for orders.

  4. Help (Question Mark):

    • Access the Help Desk for articles and support resources.

    • Reach out to us on Live Chat.


Need help?

There are three ways to reach our Customer Success team: