Let’s be honest, no one’s that passionate about quoting. The idea of punching numbers into a calculator probably doesn’t get you out of bed in the morning. So leave the quoting to Clarity Go – and get back to what you do best.
Super-fast estimating on the go
Calculate and send quotes in seconds.
Simply enter in your items, apply any mark-ups or discounts and boom – Clarity Go puts it into a ready-made template – in the correct currency. Give it a quick check over in quote preview, customise the email then ping it over to the customer. Once the quote’s confirmed (via electronic signature) turn it into a delivery note and Xero invoice in a couple of clicks.
Your quotes dashboard
See quote progress, job profit and customer spend trends – all in one place
Tracking the status of your quotes is absolutely key to running a successful business – from accurate production management, knowing why customers buy – or don’t buy – from you, as well as maintaining a healthy cash flow. A quick glance at your quotes dashboard tells you everything you need to know in real-time
Work on a quote together – wherever you are
Oh, this? Just remote collaborative quote editing. No biggie.
Salesperson out in the field needs a hand creating a quote? Just jump on Clarity Go and you can both edit the same quote at the same time. Prices and discounts are agreed instantly and your salesperson has time to grab a drink with your new client after closing the sale.
Little features with big impact
Revise quotes, set terms and keep an accurate order history
Go back and copy, repeat or make unlimited revisions to quotes. Easily apply a mark-up or discount to whole quotes or individual items. Set conditions so no one quotes below a certain price point. And, with a full history of confirmed orders, you can run audits to your heart’s content.
Quotes features at a glance
Coming soon – select items from a price list
Incredibly accurate quotes. Even faster
A customer calls for a quote. You pick items from your price list, building a quote while nattering about the weather. Thanks to your price list taking into account cost price and pre-set margins, you know that you are quoting accurately, consistently and making a profit. Talk about an edge over the competition.
Calculate, preview and email quotes – fast
Invoices integrated with Xero
Revise, repeat and copy quotes
Collaborative quote editing
Multi-currency options for doing business abroad
Custom quote templates (additional charge)
Set custom quote terms
Quotes dashboard – track the status of every quote
Send quotes as email attachments