Documentation
Buyer24 Help & Guides
New here? Start with What is Buyer24? then work through Setup to get your team and email connected. The guides are complete scenario walkthroughs — each one takes you from start to finish.
Setup
Get your organization, team, and email ready to use.
- Setting Up Your Organization
- Inviting Your Team
- Connecting Your Email
- Connecting WhatsApp
- Your Profile & Signature
Working with RFQs
Complete guides for the core procurement workflow — from first RFQ to final decision.
- Sending Your First RFQ
- Collecting & Comparing Quotes
- Communicating with Suppliers
- Your Conversation Board
- Organizing Your Requests
- Managing Your Supplier Directory
- Finding Public Bids (Solicitations)
- Using Templates
- Uploading Documents to RFQs
AI & Automation
Your AI assistant, hands-off RFQ autopilot, and the digest email.
- Understanding Tasks
- Your AI Assistant
- Agents & Plugins
- Knowledge Base
- RFQ Autopilot & Reminders
- Digest Email
- AI Features Overview
Email & Chat Intake
Start and update RFQs straight from your inbox or a chat — no login needed.
- Starting an RFQ by Email
- Starting an RFQ from Chat
- Adding Details or Files to an RFQ
- Forwarding Emails to RFQs
For Customers
Given a portal by a company you buy from? How to submit requests, follow them, and get your quote.
Start here
Advanced
Power features for managers, distributors, and integrations.
- Creating a Customer Quote
- Your Branded Customer Portal
- Managing Your B2B Website
- Using Your Own Domain
- Connecting Buyer24 to Claude
- Connections & Connected Stores
- API Keys & Integrations
- Manager's Guide
- Alerts & Notifications
Can't find what you need?
Our team is happy to walk you through anything.