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.
Trusted by leading organizations
”"Ubersmith is at the core of our business. Every person in our company uses the product - from customer support to sales to operations."
James CornmanCTO and Co-Founder