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QuoteWerks ClarityWerks Integration

(ClarityWerks formerly known as ShareWerks)

  • ClarityWerks [ShareWerks] Setup
    This video will walk you through how to setup your ClarityWerks [ShareWerks] account for your company and how to integrate it with QuoteWerks.
  • Using ClarityWerks [ShareWerks]
    This video demonstrates some of the functionality in ClarityWerks [ShareWerks] and how it helps consolidate your communication across multiple departments into topics and projects in ClarityWerks [ShareWerks]. See how to link QuoteWerks documents, share project files, post comments, and much more.
  • ClarityWerks [ShareWerks] Introduction Video
    A quick introduction to what ClarityWerks is.

With our web-based ClarityWerks product, you can collaborate on a quote with your team, keeping all the communication in a single place rather than spread out over unstructured emails or chats. All the files and conversations relating to the quote will all be in one place where you can easily access them. At any time you can invite additional people into the discussion and immediately they will have access to all the previous messages and file uploads making it easy to get those people up to speed on the quote.

Just use the [Discuss with ClarityWerks] button on the Notes tab of the Quote WorkBook.

Click here for details on how to setup ClarityWerks for use with QuoteWerks.

Sign up for a free ClarityWerks trial today!

With ClarityWerks, you can collaborate on this quote with your team, keeping all the communication in a single place

About ClarityWerks

ClarityWerks is a way to more easily manage tasks that require communications with others, in a much more effective way than regular email.

You can create topics, like "System Upgrade", "Event Planning", "Bathroom Remodel", "Mortgage Refinance", etc. You can upload files, post messages, and then invite people to be part of the Discussion for that Topic. When you invite others they receive email notifications when you post a message and they can post messages as well if needed and you will be notified.

Through this whole process, all the files and conversations relating to this topic will all be in one place where you can easily access them. At anytime you can invite additional people into the discussion and immediately they will have access to all the previous messages and file uploads making it easy to get those people up to speed on the topic.

You will find ClarityWerks to be an indispensable tool for greater productivity.

ClarityWerks™. Get on the same page!™