Create and send client quote with a single click. Use pre-formatted quote templates, include optional terms and conditions and route client quotes to your contacts. Client’s receive an email notification including quote description and unique reference and have the ability to instantly approve within the platform.
Quote to customers quickly & easily
Quick and easy quote generation
Formatted quote letters to eliminate re-keying
Delivered to your client’s inbox
Contact your super users or your Claritum client success executive to start using this capability.