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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.

Make a quote now Try it on the homepage · no signup Free business card scan Photo or upload · create a customer instantly Formal login

Card scan is free without login · Sign in or start a free trial to create a quote

No signup

Try a quote → start a trial

Estimate a quote first, then start a free trial to use the full product.

  1. Homepage live estimate

  2. Add customers & products

  3. Finish quote & preview

Make a quote now
SmartBiz Cat Professor

Create your first quote in 30 seconds

Enter a few details and the quote appears on the right instantly. No sign-up. Nothing is saved.

Line items

Homepage preview only — nothing is written to the database or issued as a real quote.

SmartBiz

Quotation

Date 2026/11/04

Quote No. DEMO-001

Customer
Dafa Enterprise Co., Ltd.
Phone
0912-345-678
Item Qty Unit price Subtotal
Website design service 1 NT$10,000 NT$10,000
SubtotalNT$10,000
Tax (5%)NT$500
TotalNT$10,500

Notes

Quote valid for 14 days

Sign in with Demo account

Demo unlocks all member features; saving explains why permanent writes are blocked.

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What people say

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Latest messages

小貓

可以 在首頁就看到適用內容嗎?簡易版

Prod貓2883

Production驗收 1789792883

Got ideas? Leave me a note!

Unlike a typical website

One tenant (company), the team manages quotes together

Same company · Shared data · Clear roles · Live sync

Typical website Public content, solitary browsing — no company space or roles.
SmartBiz multi-tenant One tenant code per company. Colleagues share customers and quotes, live and isolated.

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.

Tenant code demo Professional Pro

  • 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

  1. Create quote
  2. Edit & adjust
  3. Review / confirm
  4. Send to customer
  5. Track progress
  6. 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

  1. Sales B edited quote Q-2024-0002 at 10:30
  2. Customer opened quote Q-2024-0001
  3. 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.

  1. Select a customer

    Pick from Demo customers

  2. Add products

    Names, units, and prices included

  3. Adjust qty & price

    Totals update instantly

  4. Finish the quote

    Save your first formal quote

  5. PDF

    Preview, print, or download

Clear plans, modules by entitlement

Starter, Professional, and Business map to different limits and feature sets. Enterprise is quote-based.

pay method
pay note

View plans

Ready to tighten your close loop?

Sign in with a formal account, or use the Demo account to explore all member features.

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