DRIVE Price Builder CPQ

DRIVE Price Builder CPQ

INSIGHT2PROFIT
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About

Tired of investing in quoting software that doesn’t grow with your business? It’s time to work smarter with Clarity Software. Get consistency, visibility and profit assurance from day one. Your invoices are automatically generated from the confirmed quotes you send to your customers. So you can be confident that every invoice contains all the correct information and is on brand with our custom invoice templates. Save time chasing payments. Build complex quotes in seconds and track through the job completion. No more guestimating and get real-time pricing with price lists. Price list allows you to have multiple lists that differentiate between products from alternate suppliers and those you produce yourselves. Manage your bill of materials and analyse your costing vs profits. Easily manage and track all of your customer activity from a lead through to invoiced sale. Analyse your data to find where you are winning and losing business with accurate data.

About

Getting to the “right” price for your customer can be difficult and time-consuming. How do you know you are pricing correctly? How do you create consistency across your organization? And more importantly, how do you maximize your profitability without losing business? “Creative” pricing is not sustainable in the long-term. To effectively run your organization, it’s imperative to have a pricing strategy and guardrails. Implement a pricing framework that allows flexibility when needed, order or market driven for example, within limits. Yes, you can still move fast and win deals with an eye on pricing strategy, guidelines, and realistic pricing boundaries. Many quoting processes are manual. They may be on spreadsheets or back-and-forth emails between sales and operations. Who needs to approve the quote? How do you keep track of changes? This time-consuming process can slow down your quote response time.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses in need of a quoting and estimating software solution

Audience

Companies and businesses searching for a solution to improve their quoting process

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clarity Software
Founded: 2001
United Kingdom
www.clarity-software.com

Company Information

INSIGHT2PROFIT
Founded: 2006
United States
www.insight2profit.com/improve-your-quoting-process-and-win-rate/

Alternatives

Alternatives

Oracle CPQ

Oracle CPQ

Oracle
SecturaFAB

SecturaFAB

SecturaSOFT
KiBiz

KiBiz

Ki Systems
Street Invoice

Street Invoice

OnTrac Mobile
Experlogix CPQ

Experlogix CPQ

Experlogix

Categories

Categories

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Delivery Management Features

Customer Portal
Dispatch Management
Driver ETA
Driver Management
For Courier Services
For Freight
For Restaurants
Order Tracking
Routing
Scheduling
Signature Capture
Surveys & Feedback

Production Scheduling Features

"What If" Scenarios
Automated Scheduling
Bottleneck Optimization
Capacity Planning
Constraint Scheduling
Job Scheduling
Material Planning
Priority-Based Scheduling
Quality Control

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

Microsoft 365
Microsoft Outlook
Xero

Integrations

Microsoft 365
Microsoft Outlook
Xero
Claim Clarity Software and update features and information
Claim Clarity Software and update features and information
Claim DRIVE Price Builder CPQ and update features and information
Claim DRIVE Price Builder CPQ and update features and information