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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

DoneQuote is an AI-powered quoting solution designed for businesses that rely on sending quotes, including trades, home services, and B2B field sales teams with product catalogs, like commercial equipment dealers. Delays in quoting can result in lost opportunities, while inaccuracies such as incorrect items, prices, disorganized PDFs, version confusion, and vague details can lead to similar losses. With DoneQuote, quotes are generated directly from your catalog, ensuring they are both comprehensive and precise. You can review each line, make edits using straightforward language, and then dispatch a personalized online quote. Customers can easily access this quote on their smartphones and approve it with just a single click, while reminders are sent for quotes that remain unanswered. This tool supports the sales process from initial contact to finalizing the deal, excluding invoicing and scheduling features. The first ten quotes you send are complimentary, and the platform is mobile-friendly, remaining active until the transaction is complete. Additionally, the seamless integration of this software allows for a more efficient sales experience.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Microsoft Outlook Yes 
Xero Yes 

Integrations

Microsoft 365 No 
Microsoft Outlook No 
Xero No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$119/mo or $99/mo yearly
First 10 sent quotes free; Pro $119/mo or $99/mo yearly.
Free Trial Yes 
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 No 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clarity Software

Founded

2001

Country

United Kingdom

Website

www.clarity-software.com

Vendor Details

Company Name

Overlab Holding B.V.

Country

Netherlands

Website

donequote.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

Quoting

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

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