Clarity Software empowers your SME business to succeed

Centralise,
organise and
share your
business
information

Use JDF
technology to
join up your
processes

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Easy contact and
quotation management with Clarity Free Edition

Contacts CRM Activities Marketing Quotations Estimating MIS Works Orders Delivery Notes Production Stock Control Bill of Materials Costing Invoicing Reporting

Quotes / Jobs Module

The Quotes & Jobs module keeps track of quotations, orders, delivery and invoicing. It's so easy for everyone to see what has been quoted and how it was priced. This avoids any miscommunication and need for data re-entry across many parts of the process as everything that is generated is database driven rather than storing and looking after printed documents.

Use unique quote / job reference numbers with full revision control
Search and find quotes / jobs quickly with new, move, copy or repeat order functions
Multiple line item quotes as total price or option list quotes
Multi VAT line items and foreign currency quotes can be generated
Set Delivery and Invoice addresses that may be different to the Quotation address
Accurate pricing direct from price lists
Repeat quotes with ease
Job processing tracks status of quotation
Ability to part deliver and part invoice
Allocate stock to jobs easily using Bill of Materials and Pick Lists
Set "Required By" and future target deadline for delivery dates
Produce professional, consistent documentation and internal works orders
Email or fax documents directly without the need for printing via in-built PDF write