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