Quotes that are part of the deal, not a side document
A quote is the moment the customer decides whether to take you seriously. OMB Cloud quotations pull line items from your live catalog (so prices are always current), apply the right tax rules by customer country, render a branded PDF in the customer's language, and email it directly with read tracking.
What it does
- Branded PDF output, theme-customizable per fiscal entity.
- Multi-currency pricing pulled per-item from the Catalog.
- Tiered options ("Starter / Growth / Enterprise") on a single quote.
- Version control — every revision keeps the previous one accessible.
- E-signature in-app — no third-party signing service required.
- One-click conversion to contract or invoice when accepted.
- Read tracking — you see when the customer opened, how long, which pages.
Built for B2B reality
Real B2B quotes have layered options, optional add-ons, redlining and renegotiation. OMB Cloud handles all of it without forcing you into a generic mold. Use templates per offer type; reps customize the variables, not the structure.
AI assist, not AI lock-in
The AI agent can draft a quote from a CRM conversation, but a human reviews and sends. Drafts are flagged as such until a human approves.
Connects natively to
CRM, Catalog, Contracts, Invoices, Email.
Next step
Talk to sales. Bring a recent quote — we'll rebuild it live in OMB Cloud on the call.