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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ClearDash revolutionizes how service-oriented companies handle their information management. Eliminate the inefficiencies of non-revenue-generating tasks and enhance your organization’s operations with our user-friendly web software. Consolidating all vital customer information—such as contact details, service history, pricing, quotes, invoices, and service requests—into one accessible location can significantly save you time. It is essential for businesses utilizing work orders, service requests, or trouble tickets to offer clients a straightforward way to request services. Managing billing can often be a cumbersome process, but with ClearDash, everything from labor costs to parts and ongoing charges is streamlined in a single system that seamlessly integrates with QuickBooks, allowing your accounting team to maintain their existing processes. A polished and professional quoting format is essential for establishing your business's credibility; clunky spreadsheets can lead to a negative first impression, while an elegant quoting solution can be the key to converting a potential sale rather than missing out on an opportunity. Additionally, ClearDash ensures that your team can focus on providing excellent service instead of getting bogged down in administrative tasks.

Description

Streamline your sourcing process with our dedicated sourcing application designed for QuickBooks Online. Effortlessly create Requests for Quotation (RFQs) using your existing items and services from QuickBooks, allowing you to send them to both current and prospective vendors. Automatically distribute RFQs to your established vendors via email, while also sharing them with new suppliers, who can be added to your records once a bid is won. Easily compare the quotes you receive, select the most competitive offer, and generate a Purchase Order automatically for efficiency. Our platform offers all the necessary tools to effectively manage your sourcing efforts. With deep integration into QuickBooks, it relies on the latter as the definitive source for master data, ensuring accuracy and reliability. The intuitive design of Gosourcingwise simplifies the sourcing workflow, making it user-friendly for everyone involved. Your data remains protected in our secure cloud environment, guaranteeing privacy and safety. Additionally, you can conduct thorough analysis of all RFQ projects and quotes received, allowing for insightful reporting on dates, pricing, and other key metrics. Overall, Gosourcingwise not only enhances efficiency but also empowers businesses to make informed sourcing decisions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online No 
QuickBooks Online Advanced No 

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Pricing Details

$24.99 per month
Free Trial No 
Free Version No 

Pricing Details

$30 per user, per month
Free Trial Yes 
Free Version 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 

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

Types of Training

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

Vendor Details

Company Name

Datatune

Founded

1997

Country

United States

Website

www.cleardash.com

Vendor Details

Company Name

Gosourcingwise

Founded

2019

Country

Estonia

Website

gosourcingwise.com

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management No 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Product Features

RFP

Bid Management Yes 
Collaboration Yes 
Content Management No 
Data Import / Export No 
Due Date Tracking Yes 
Knowledge Library No 
Progress Tracking Yes 
RFP Creation Yes 
RFP Responding Yes 
Requirements Management Yes 
Task Management No 
Templates No 
Vendor Management No 

RFQ

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