Time busting quote speed with accuracy to ensure profit
Let’s be honest, the idea of producing lots of quotes probably doesn’t get you out of bed in the morning. With Clarity Go, the speed, accuracy and organisation means that you can focus on processing more orders and making outstanding products to exceed customer expectations
Great features with big impact
Revise quotes, set terms, 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.
Your quotes Dashboard
See quote progress, job profit, customer spend trends – and much more
Analysis and access to your quotes is absolutely key to running a successful business including:
- knowing why customers buy or don’t buy
- maintaining a healthy cash flow A quick glance at your Dashboard tells you everything you need to know in real-time
Super-fast pricing / estimating
Create, repeat and send quotes in seconds
Simply add your items, apply mark-ups or discounts and boom – Clarity Go puts it into a ready-made template. 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), process the job, create a delivery note and invoice in a couple of clicks (optional link to Xero accounts).
Many quoting options include, typed item entry, pick from price lists, trade counter entry, price builder (keeps the detail hidden from clients), assemblies and templated price creation.
Quote on the move together with your colleagues
A specifier 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 all of the accurate detail to close the sale without a revisit.
The devil is always in the detail
Making a job right first time keeps profit in the job
Customer specifications can be detailed in each job. Documents and instructions to fulfil the order are kept in Clarity Go to access from anywhere. Partial deliveries and complete deliveries are all kept on track to provide outstanding customer service every time
Incredibly accurate quotes. Even faster.
A customer calls for a quote. You pick items from your price list, building a quote. Thanks to your price list showing margins, you know that you are quoting accurately, consistently and the job is making a profit.
Your customer receives a quote instantly with an electronic sign off capability. Job done, click through to fulfil the order, deliver and invoice the job – simple!
Quoting and Estimating features
Calculate, preview and email quotes – fast
Invoices integrated with Xero
Revise, repeat and copy quotes
Collaborative quote editing
Quote ownership control
Multi-currency options for doing business abroad
Custom quote templates (additional charge)
Set custom quote terms
Quotes dashboard – track the status of every quote
Build quotes from price lists
Import price lists
Complex quote calculations
Create multi-item assemblies
Save assemblies and templates