Customer support is second to none with a monthly support contract, any issues are quickly resolved over the phone and via team-viewer.

We like the ease of quoting jobs from price lists, easy to print job sheets and delivery notes, quick to send emails and marketing tab.

Lack of basic advise and support with set up/configuration post install. Poor communication from sales on road map.

I find it easy to use and when I have any problems then the support staff are helpful and get it sorted quickly for me.

When a stock item goes up in price it doesn't automatically do anything about your sub-assembly price. I might be wrong but I find this to be the only thing I don't like.

The really great thing about Clarity is that is modular so you can grow the system as your needs grow.

My least favourite aspect is that Touch Systems keep adding more and more features without fixing fundamental problems. This is very frustrating and counter productive.

Fairly straight-forward interface with easy on the eye graphics. As logical as most transaction software systems.

Great for planning production and quick and easy quoting.

It has all the elements I need for an accurate and comprehensive quoting mechanism.

The ease of use and the way it works seamlessly  with our accounts package.

I'm guessing there is a reason they started to use a leasing company to stop people getting out of their contacts.

The reliance on a physical server is a hindrance.

It saves time, and has dramatically improved the performance and daily running of our organisation. It has endless helpful features and is regularly being updated.

I like the fact it is very user friendly with many options for various degrees of quoting and running production, I also like the sales projection and look back studies.

M guessing there is a reason they started to use a leasing company to stop people getting out of their contacts.

The session itself was offered at a promotional rate also without prompting so this also was a good experience.

Easy to use and navigate, simple to build in new products and assembly's to my requirments.

Once through to the right person, the staff are attentive and extremely helpful. In my experience, the most responsive were the technical team with the training and query support.

Don't like the use of 0845 customer service number couple with long wait times (& therefore extortionate costs for mobile users).

The support team are excellent and open to development suggestions at all times if there isn't an instant fix. I don't believe you will get such opportunities with some other platforms.

I like the integration with Autotask as well as Connectwise and its ability to push data to Quickbooks.

Dashboard notification options are very limited to just two integration programs and not for overall quoted work. No Service Operations Automation or Order management.

When we had questions, Quotewerks support was always there to help guide us.

My biggest gripe is that I still can't import my Dell proposals it really makes it difficult to have to cut and paste each quote I get from Dell.

Integration with other software and ease of use.

The ease of use and various integrations are some of it's strongest features.

We are all able to see and have access to each others quotes, which is helpful when someone is out of the office.

The ability to change the templates and the customer service is outstanding.

I can one-click fulfill multiple orders so getting the stuff to my clients is a snap too. That's all great, but the BEST part about QW is their support.

The user interface is so flexible with such great customizable templates which are different too. There are live updates to prices from vendors.

We have been using QW for many years because of its ease of use. Aspire never stops making this product better and their support team is fantastic.

I also like the fact that the quotes are securely delivered and can be accepted and paid through the email. It integrates with our merchant services so we can take deposits upon acceptance.

Lots of areas to get lost, many sub menus. Might take some time to get up to speed if you haven't used it before.

I don't think I've even begun to scratch the surface of what this software can do. It's definitely worth the time to get it up and running.

The software makes it very easy to copy and paste information as well as edit where appropriate. An easy to understand gauge of cost/sales price and profit% allows for simple cost and profit tracking.

Its integration with PSA tools is top notch. Its ease of online quoting and ordering make this a great product to use.

QW saves up time and money. The ability to change template designs to meet each customer is terrific.

It's really a great quoting tool. It works well with ConnectWise, and its ability to export to Excel is great.

Quotewerks is a great tool, and will soon integrate with our new CRM, making it very useful.

Easy to stay on top of my opportunities. Also the support is excellent.

QuoteWerks makes the ability to quickly send a prospect/customer a quote in a matter of minutes as well as the ability to track the quote with QuoteValet.

You are free to create and use the quoting software in the way you would like and works best for your company. I've been using this since 2012, and it's been getting better and better.

We also export .xml files and import them into warehouse management system via edi. Ease of use was also very important to our purchase decision.

The QW tech support people are top knotch professionals.

The tool is a little outdated in look and it does crash at times.

Thought QuoteWerks was very unstable and lacked many features that a quoting program should include.

Easy to use and interfaces well with other programs.

The application is very easy to navigate through and has a very nice and reliable customer support. I like how it helps me to quickly create quotes, proposals and send them instantly to customers.

I like how it helps create and track quotes without any complications. There customer support has been very helpful and supportive any time i hit a roadblock.

Their support has been very helpful and responsive anytime I've hit a roadblock.

QW was also recommended to us by our ACT consultant who was familiar with our business. The online QW demo and videos were great at showing the ease of use of the product too.

The software is easy enough to use. Great for quoting projects.

Inability to synch said data with our business system (BusinessVision) and CRM (Zoho).

Pound Sterling

Clarity Software is an on-premise suite of management information system (MIS) applications, which allow businesses of all sizes in print and packaging industry to manage schedules, quotes, production and more. Key features include cost analysis, time recording, delivery tracking and marketing management.


Clarity software provides estimating and quoting module, which enables businesses to automatically generate quotes for product orders and save invoice templates to predict spends and cost estimates of future processes. It comes with a customer relationship management (CRM) tool for users to manage customers’ details such as contact information, communication history, order status and more. Additionally, it allows enterprises to monitor inventory levels, movements and allocate stocks as per requirements, optimizing purchasing processes.


Clarity Software facilitates integration with various third-party applications such as Sage, Xero, QuickBooks and more. Pricing is available on request and support is extended via phone and other online measures.



LongDescription

Cataloging/Categorization

Employee Management

Production Tracking

Forecasting

Quality Management

Purchase Order Management

Price/Margin Management

Activity Tracking

Digital Signature

Job Costing

Production Management

Financial Management

Material Requirements Planning

Product Configurator

Order Management

Traceability

Invoice Management

Sales Trend Analysis

Shipping Management

Automated Quoting

Warehouse Management

Scheduling

Contact Management

Audit Trail

Price and Cost Calculations

Bills of Material

"Best Price" Estimating

Multi-Currency

Sales Reports

Inventory Tracking

Capacity Management

Cost Analysis

Data Security

Production Scheduling

Client Portal

Pricing Management

Alerts/Notifications

Quality Control

Cost Estimating

Estimating

Work Order Management

Billing & Invoicing

Accounting Integration

Discount Management

Customizable Branding

Reporting/Analytics

Contact Database

Supplier Management

Job Tracking

Order Tracking

Quotes/Estimates

Purchasing & Receiving

Third-Party Integrations

Pre-Press Estimating

Document Management

Inventory Management

Data Visualization

Sales Automation

Visual Configuration

Rules Engine

Windows 7

Windows Vista

Windows XP

Windows 8

Windows 10

Core features: CRM, Estimating and Quoting, Price Management, Activities, Marketing, Sales Tracking & Management, Accurate Invoicing, Job Tracking, MIS Document Storage, MIS Business Reporting.

Advanced features: Production Management, Goods and Stock Management, Purchase Orders, Delivery Scheduling and Tracking, Network Integration, MRP & Nesting, Complex Pricing Calculators.

Email/Help Desk

FAQs/Forum

Phone Support

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Clarity Software

In Person

US Dollar

QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and proposals.


QuoteWerks integrates with customer management solutions like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Zoho, HubSpot, salesforce.com, and SugarCRM. QuoteWerks also has its own built-in contact database.


Users can import product information by linking QuoteWerks to product database sources like external databases, Excel spreadsheets or text files, or product information can be typed directly into the quote. QuoteWerks can even quote products that are stored in QuickBooks, Sage 50 or Peachtree.


Users can get real-time pricing and warehouse availability from vendors as well as product descriptions, product images and marketing descriptions. Users can also submit orders electronically to vendors and receive order status with shipping tracking numbers, serial numbers and more.



Document Templates

Electronic Payments

Product Catalog

Customizable Reports

Proposal Generation

Access Controls/Permissions

Templates

Contract/License Management

Electronic Signature

Approval Process Control

Pipeline Management

Sales Orders

Customizable Fields

Collaboration Tools

Content Library

eCommerce Management

Template Management

Data Import/Export

Version Control

Content Management

Real Time Data

Real Time Notifications

Workflow Management

Email Management

Activity Dashboard

Reporting & Statistics

Knowledge Base Management

Reminders

Customizable Templates

Document Review

Document Automation

Audit Management

Renewal Management

Approval Workflow

Customer History

Third Party Integrations

RFP Management

Pricing and Cost Calculations

Document Storage

Guided Selling

Automatic Formatting

Self Service Portal

Configurable Workflow

Configuration Management

Drag & Drop

RFP Creation

Web browser (OS agnostic)

The QuoteWerks Web license is an add-on license to the QuoteWerks Desktop product that grants users access to QuoteWerks through a web browser.

If users have purchased real-time licenses, Etilize subscriptions, and/or QuoteValet subscriptions for QuoteWerks Desktop, these features will be accessible in QuoteWerks Web.
The QuoteWerks Web access license is $10/month per concurrent user.

Clarity Software vs QuoteWerks

User Ratings & Reviews

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Product Demo & Screenshots

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