ClearDash

ClearDash

Datatune
+
+

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About

ClearDash improves the way service-based businesses manage information. Stop wasting time on non-billable tasks and streamline the management of your company with our simple web-based software. Having all the information you need about your customers in a single place (contacts, history, rates, quotes, invoices, service requests, etc.) is a tremendous time-saver. Whether your company uses work-order requests, service requests or trouble-tickets it's important to provide your customers with a simple method for requesting services. Billing is painful. But not with ClearDash. All of your labor, parts and recurring charges flow through one system which integrates with QuickBooks so that your accounting personnel don't have to change their workflow. Having a clear, professional quote format is critical to the credibility of your business. Spreadsheets can make a lousy first impression so having an elegant quoting system can be the difference between a sale and a lost opportunity.

About

Ditch the spreadsheets. If it’s a service or subscription, Workday Services CPQ is designed to quote it. From guided selling to solution catalogs, price modeling, and more, Workday Services CPQ is designed for service and subscription quoting. Quote services separately or combine them on one quote, and do it 10x faster. Automatically create accurate proposals, SOWs, orders, or any quote-related document. Workday Services CPQ dynamically builds document content as you build your quote. Route quote approvals based on financial or non-financial metrics, like risk, product, practice, region, and more. Workday Services CPQ bi-directionally connects with CRM, PSA, and ERP software. We offer integration packages for CRM and Workday. And our development team can build new integrations as needed. Workday Services CPQ's innovative features transcend traditional quoting and raise the bar for user experience, empowering businesses to work smarter, not harder.

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

Companies seeking a solution to improve the way service-based businesses manage information

Audience

Businesses and companies requiring a solution to manage and quote their services and subscriptions

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

$24.99 per month
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

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

Review this Software

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

Datatune
Founded: 1997
United States
www.cleardash.com

Company Information

Workday
Founded: 2005
United States
www.workday.com/en-us/products/financial-management/services-cpq.html

Alternatives

Alternatives

eTrack

eTrack

eTrack Products
TurboQuote

TurboQuote

TurboDocx
Synergist

Synergist

Synergist Express

Categories

Categories

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Integrations

Advanced Public Safety Software (APS)
Ellucian
FMI Works
Healthee
PSQuote
Siemens APM
TrustCloud
Workday Extend
Workday HCM
myairops

Integrations

Advanced Public Safety Software (APS)
Ellucian
FMI Works
Healthee
PSQuote
Siemens APM
TrustCloud
Workday Extend
Workday HCM
myairops
Claim ClearDash and update features and information
Claim ClearDash and update features and information
Claim Workday Services CPQ and update features and information
Claim Workday Services CPQ and update features and information