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Description

Are you frustrated with quoting software that fails to evolve alongside your business? Clarity Software is here to help you work more efficiently. From the very first day, you can expect consistency, transparency, and assurance of profits. With automatic invoice generation from the confirmed quotes sent to your customers, you can trust that each invoice is accurate and professionally branded thanks to our customizable templates. Eliminate the hassle of following up on payments, as you can create intricate quotes in mere seconds and monitor progress until the job is completed. No more guessing—gain access to real-time pricing through comprehensive price lists. These lists allow you to categorize products from various suppliers as well as those that you manufacture in-house. Effectively manage your bill of materials and evaluate your cost versus profit margins. Keep track of all customer interactions seamlessly, from initial leads to finalized sales. Dive into your data to uncover insights on your successes and areas for improvement, ensuring you stay competitive in the market. With Clarity Software, you can streamline your operations and focus on driving growth.

Description

Configure One Cloud, a Revalize, accelerates sales cycles, streamlines business processes, and drives efficiency with its leading CPQ solution. With over 20 years of manufacturing industry expertise, it enables the creation of unique product configurations, real-time pricing calculation, production data integration, and secure order placements all within a single application. Optimize your manufacturing and sales with Configure One Cloud's advanced CPQ system, tailored for complex product configurations and global scalability. Proud to be part of Revalize, a leader in CPQ, PLM, and design solutions that provide a more efficient route from idea to cash. Helping more than 15,000 customers worldwide to better design, model, develop, and sell $100B in products annually. Join hundreds of manufacturing leaders who are making Configure One Cloud the backbone of their digital transformation. Wherever your business journey starts, greater outcomes start with Revalize.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Ascent ERP No 
ClickUp No 
Copper No 
Epicor CMS No 
HubSpot Customer Platform No 
Insightly No 
NetSuite No 
Nimble No 
QuickBooks Online No 
SAP HANA No 
SAP MaxDB No 
SYSPRO ERP No 
Sage X3 No 
Salesforce No 
Threekit No 
WooCommerce No 
Xero Yes 
Zendesk Sell No 
Zoho CRM No 

Integrations

Microsoft 365 Yes 
Ascent ERP Yes 
ClickUp Yes 
Copper Yes 
Epicor CMS Yes 
HubSpot Customer Platform Yes 
Insightly Yes 
NetSuite Yes 
Nimble Yes 
QuickBooks Online Yes 
SAP HANA Yes 
SAP MaxDB Yes 
SYSPRO ERP Yes 
Sage X3 Yes 
Salesforce Yes 
Threekit Yes 
WooCommerce Yes 
Xero No 
Zendesk Sell Yes 
Zoho CRM Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

Available upon request.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Clarity Software

Founded

2001

Country

United Kingdom

Website

www.clarity-software.com

Vendor Details

Company Name

Revalize

Founded

2021

Country

United States

Website

www.revalizesoftware.com

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Delivery Management

Customer Portal No 
Dispatch Management No 
Driver ETA No 
Driver Management No 
For Courier Services No 
For Freight No 
For Restaurants No 
Order Tracking Yes 
Routing No 
Scheduling Yes 
Signature Capture No 
Surveys & Feedback No 

Production Scheduling

"What If" Scenarios No 
Automated Scheduling No 
Bottleneck Optimization Yes 
Capacity Planning Yes 
Constraint Scheduling No 
Job Scheduling Yes 
Material Planning Yes 
Priority-Based Scheduling Yes 
Quality Control Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts No 
Customizable Branding No 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management No 

Product Features

CPQ

Achieve accuracy and mastery with Configure One Cloud (CPQ). Designed specifically for the intricacies of the manufacturing sector, our platform empowers organizations to optimize their complete sales workflows, from quote through to cash collection. Propel your growth and enhance efficiency on a large scale with top-tier customization options and effortless integration with ERP and CRM systems, tailored to meet your business's operational requirements.

2D Drawing Yes 
3D Modeling Yes 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal Yes 
eCommerce Yes 

Product Configurator

With Configure One Cloud Product Configurator, you have the power of customization and automation right at your fingertips. This tool allows for the seamless creation of intricate product assemblies and specifications, making the design-to-delivery journey more efficient. Enhance precision and accelerate production with features designed to simplify complex configurations. Experience outstanding accuracy that improves user satisfaction and increases adaptability in the marketplace.

2D Drawing Yes 
3D Modeling Yes 
Analysis & Constraints No 
Custom Pricing Options Yes 
Inventory Management No 
Recommendation Engine Yes 
eCommerce Yes 

Quoting

Comprehensive Quoting Solutions — A precision-focused platform designed to enhance proposal efficiency through intelligent and tailor-made quotes. Reduce turnaround times and boost success rates with an easy-to-use interface that automates intricate calculations, guarantees adherence to regulations, and empowers your sales team with compelling quotes influenced by strategic pricing choices.

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Visual Configuration

Embrace the next generation of sales with our immersive Virtual Showroom and state-of-the-art 3D configurator. Discover stunning, almost lifelike 3D visualizations that transform personalized spaces into reality, enabling users to engage with products in an intricate manner. Harness the power of our sophisticated CPQ engine, seamlessly combined with pioneering VR technology, to refine your design, pricing, and ordering workflows. Streamline intricate configurations through our user-friendly 2D and interactive 3D solutions, guaranteeing precision and enhancing accuracy in every transaction.

2D Configuration Yes 
3D Configuration Yes 
CPQ Integration Yes 
Custom Pricing Options Yes 
Documentation Yes 
Dynamic Environments Yes 
Nonvisual Support Yes 
Saved Versions Yes 
Zoom In Yes 

Visual Product Customization

Utilize our cutting-edge augmented and virtual reality technologies, along with our 3D Spatial Configurator, to allow users to see and engage with products in stunning, lifelike detail. Streamline intricate customization options and expedite the journey from design to purchase, fostering deeper engagement and prompting quicker buying decisions with every interaction.

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