Your notes in. Your quote out. Written your way.

Tell it how you quote: what your business does, how detailed your line items should be, how they should be worded, and whether to price from your service catalog. Then hand it your job notes, a PDF, or a CSV. It drafts the quote with your prices, never made-up ones.

How it works

Hand it your job notes, a PDF, or a CSV.
It drafts the quote with your prices, in your wording.
Every line shows which note or document it came from.
Not sure about something? It asks, then rebuilds the draft.
You review, edit, and send.

What it won't do

It never sends anything on its own.
It never invents prices. It uses yours.
It keeps supplier costs and margin off the client's quote.

On the Business plan, and included in your 45-day free trial.

A 2-hour quote, now about 5 minutes

Diamond Pro Finishes · Kitchen & bath remodeling, Lakeland, FL

Field notes go into Clarely's AI Quote Builder and come back as a draft quote. A quote that used to take 2 hours now takes about 5 minutes. Their own AI settings keep every draft in their wording, with their prices.

“I used to spend two hours writing a quote. Now I put in my field notes and have it done in about five minutes, and it sounds like us.”

Mike, Diamond Pro Finishes

Your business, on demand.

Ask Clarely what's outstanding, who hasn't paid, which quotes need a follow-up, or what you collected this month. It answers from your own quotes, invoices, jobs, and clients, and from Clarely's help docs when you ask how to do something. Open it from anywhere in the app, on your phone or your computer.

Look-up only: it can't send anything, change your records, or move money.

Responsible AI

Clarely AI is built to help you quote and run your business. It does not make decisions for you.

Clarely AI is powered by Claude, made by Anthropic.

Only the context for your request is sent. Claude can't see other Clarely accounts.

Clarely does not train AI models on your data.

AI can be wrong. Check every draft and answer before you use it.