SmartBiz Cloud
Close deals faster with CRM & quotes
From the first customer and quote to preview and PDF — SmartBiz keeps your sales flow clear, fast, and closeable.
Try it — open quotes
No account needed · create a quote in 3 minutes
Free business card scan
Photo or upload · create a customer instantly
Formal login
Card scan is free without login · Try Demo to jump straight into quotes
No signup
Try it → quote page
No password needed — draft a quote in three steps.
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Try Demo
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Add customers & products
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Finish quote & preview
Unlike a typical website
One tenant (company), the team manages quotes together
Same company · Shared data · Clear roles · Live sync
SmartBiz
One tenant (company), the team manages quotes together in SmartBiz
Same company · Shared data · Clear roles · Live sync
One tenant (company)
Jiancheng Construction Engineering Co., Ltd.
- Customer data
- Products / services
- Quote templates
- Company settings
- Quote numbering rules
- Files / images
Secure data · Role-based access · Full records
Several salespeople, one company
One company can add many sales users. Each can create, edit, and track quotes.
- Sales A Creates quotes
- Sales B Edits and tracks
- Sales C Adjusts terms
- Sales D Manager review
Collaboration flow
- Create quote
- Edit & adjust
- Review / confirm
- Send to customer
- Track progress
- Mark as won
Everyone sees live company quote data
Company quote list
| Quote no. | Customer | Owner | Status |
|---|---|---|---|
| Q-2024-0001 | Greenleaf Trading | Sales A | Sent |
| Q-2024-0002 | Qingyun Tech | Sales B | In review |
| Q-2024-0003 | Morning Design | Sales C | Read |
| Q-2024-0004 | Anda Electro | Sales A | Won |
| Q-2024-0005 | Sprout Trade | Sales D | Draft |
Team live activity
- Sales B edited quote Q-2024-0002 at 10:30
- Customer opened quote Q-2024-0001
- Sales A marked Q-2024-0004 as won
Why SmartBiz multi-tenant
- Centralized data
- No collaboration clashes
- Clear permissions
- Higher efficiency
- Full tracking record
- Company-owned data
Your first quote in 3 minutes
Five clear steps from customer to PDF.
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Select a customer
Pick from Demo customers
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Add products
Names, units, and prices included
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Adjust qty & price
Totals update instantly
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Finish the quote
Save your first formal quote
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PDF
Preview, print, or download
Clear plans, checkout with NewebPay
Free NT$0, Basic NT$199, Growth NT$699, and Pro NT$1,299 / month. Start a free trial, then pay with NewebPay on the subscription page.
Payment: NewebPay (藍新金流)
PayPal subscribe is not offered. Paid amounts come from the plan catalog. You leave this site to pay on NewebPay; the plan activates after NewebPay confirms.
Free
Personal / small trial with monthly quote and per-quote amount limits.
NT$ 0 / Monthly
Start free
Basic
Starter plan for small teams with no per-quote amount cap.
NT$ 199 / Monthly
Start 14-day trial
Growth
Recommended for growing teams; no per-quote amount cap.
NT$ 699 / Monthly
Start 14-day trial
Pro
Pro tier with API access and no per-quote amount cap.
NT$ 1,299 / Monthly
Start 14-day trial
Ready to tighten your close loop?
Request a trial, or start with a demo of the real workflow.