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ToolsUse casesHow it worksPlansContact
Book a demo
Clear AI
ToolsUse casesHow it worksPlansContact

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Figures and testimonials shown are illustrative. Photos via Unsplash.

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Quotes and deals

Discounts, approved on the record

Routes pricing exceptions through a clear approval step, so nothing gets discounted off the books.

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How it works

A step-by-step walkthrough of how discounts, approved on the record runs.

Demo
  1. 1

    Build from your template

    It drafts quotes in your format and your prices, ready to send while the job is still fresh.

  2. 2

    Sent and signed

    Customers get the quote, sign online, and the reminders go out on their own until it is done.

  3. 3

    Quiet deals chased

    Anything that goes silent gets a timed, friendly nudge, so estimates stop dying in a drafts folder.

Use cases

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Quiet quote nudgedsigned
Electrical

Quiet quotes chased until they close

Quote sent same daysent
Home services

Quotes out the same day

Combine with

Owners rarely stop at one. These pair naturally with discounts, approved on the record.

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Quotes and proposals

Drafts and sends the quote while the job is fresh, in your format and your prices.

Quotes and deals

E-sign with reminders

Sends quotes for signature and nudges quietly until they come back signed.

Quotes and deals

Follow-up on quiet deals

Chases the estimates you would otherwise forget, until they close or clearly die.

Quotes and deals