Your quote also represents your company.
Quote preview
Faster quotes.
Simpler customer management.
From customers and products to quotes, PDF, and email —
all in one place.
Stop hunting through Excel.
Create a professional quote in about 3 minutes.
- No install — works in your browser
- Traditional Chinese / Simplified Chinese / English / Español
Finish the quote — send it to the customer
No more downloading a PDF just to open Gmail. SmartBiz can email the formal quote for you.
- SmartBiz
- Generate PDF
- Customer inbox
Delivery depends on tenant mail settings and provider status; high-volume external sending may require provider approval.
Quote problems owners know too well
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Customer data scattered across Excel, LINE, and paper
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Re-hunting products and prices for every quote
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Retyping terms and notes again and again
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Exporting a PDF, then emailing it separately
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Inconsistent quote formats across the team
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No easy way to find past quoted prices
Your first quote in 3 minutes
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Customer
Select or quickly create a customer
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Products
Search and add products or services
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Quote
Enter qty, unit price, and discounts
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PDF
Generate a formal company quote PDF
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Send
Email it straight to the customer
More than a quoting tool
CRM
- Companies
- Contacts
- Quote history
- Fast customer search
Product catalog
- Goods / services
- Categories
- Units
- Unit prices
- Quick pick
Professional quotes
- Company logo
- Company stamp
- Tax
- Discounts
- Terms
- Multi-select notes
- Chinese PDF
- Formal quote layout
- One-click generate
- Send quote PDF directly
- Reply-To
- Send history
Business-card OCR
- Snap a card
- AI recognition
- Create customers fast
Team collaboration
- Owners
- Staff
- Role permissions
Start free — upgrade when you need more
Free
NT$0 / month
- 3 quotes / month
- Max NT$10,000 per quote total
Basic
NT$199 / month
- 50 quotes / month
- Unlimited quote totals
Subscribe to Basic with PayPal
Growth
NT$399 / month
- 200 quotes / month
- Unlimited quote totals
Subscribe to Growth with PayPal
Pro
NT$599 / month
- 1000 quotes / month
- Unlimited quote totals
Subscribe to Pro with PayPal
Basic, Growth, and Pro can be subscribed online via PayPal; Free can start a trial. Keep your subscription ID after checkout for activation.
Company data deserves real protection
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Tenant data isolation
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Users and role permissions
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Regular backups
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HTTPS encrypted transport
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Email send logs
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Admin and health monitoring
FAQ
Who is SmartBiz for?
SMEs, traders, service firms, and sales teams that need one place for customers and quotes.
Do I need to install software?
No. Sign in and work in your browser.
Can I use it on a phone?
Yes. The site is responsive, so core flows work on phones and tablets.
Can I generate PDFs?
Yes. After finishing a quote you can generate a formal Chinese PDF in one click.
Can I email quotes directly?
Yes — send quote PDFs from the system (with Reply-To and send history). Delivery depends on tenant mail settings and provider status.
Can multiple people use it?
Yes. Owners and staff can collaborate with role-based permissions.
Does Free have limits?
Yes. Free includes 3 quotes per month and a max NT$10,000 total per quote. Upgrade when you need more.
Will Demo affect live data?
No. Demo uses sample data, is isolated from live tenants, and does not email real customers.