Quotes
Build, sign and provision all within one interface
Create, customize, and approve sales quotes effortlessly. With Ubersmith, you can streamline the quoting process, integrate digital signatures, and automate order provisioning.
Flexible
Create a sales quote for any product, service, price or more
Complete
Approve quotes before sending them to a customer or prospect
Efficient
Use online digital signature and our automated order provisioning
Customize
Unique sales quotes for your prospects
Customize your sales quotes, including the products or services you want to offer, pricing, discounts and more.
Duplicate or adjust an existing quote or start from scratch.
Approve
Access-based controls on which quotes are approved
After your salespeople put together the quotes, your managers can review and approve them before sending to the customer.
Sign
Automation from sales quotes to orders
Customers can review and sign their quotes directly from Ubersmith.
The moment a quote is signed, an official contract is finalized and stored in Ubersmith, and then order execution can begin.
Today, phoenixNAP can bring a customer online within hours which is due to our automated workflows. We have been able to deliver 200 bare metal servers within 24 hours to serve customer needs. Without automating the customer on-boarding workflow and associated billing processes, we could never have sustained those rates.
Ian McClarty
President