Quoting
How To Change Your Theme
How to Change ClaricoQUOTE Theme ClaricoQUOTE has three interface theme options to choose from - Light, Dark and Color. To update your theme, navigate to the Setup Menu and Select 'My Profile' under Personal Settings. Next, navigate to the 'Theme' ...
Image Files
In this video, I will show you how to import image files directly into our latest version, 2023.20.5. This new feature allows you to easily import jpegs or other image files by selecting the "File" option and then choosing "Select Files." I will ...
Material Descriptions
In this video, I will show you how to add material descriptions in 2023. By importing a part and selecting "single," you can now associate a material description along with the thickness. This feature allows you to quote or estimate on any type of ...
Updated - Internal Quote Requests
In this video, I demonstrate the new quote requests feature that we have implemented. I show how to manually create a quote request, including selecting an organization, adding a part from our library, specifying material, quantity, and eye-level ...
Parts Library
In this video, I demonstrate how to upload parts into your parts library using the latest build, 2023.20.5. By saving your own geometry and selecting specific settings for a part, you can easily recall it at any time. I show you how to access the ...
File Selection Options
In this video, I will introduce the latest build, 2023.20.5, which includes a new interface with two new options: File and Library. I will explain the Library option, where you can store your own dialog lines and their operations. Additionally, I ...
How to copy a quote
Highlight the quote you'd like to copy by clicking on it and then selecting the 'Copy' button on the top toolbar.
How to reset your password
If you try to log in, and you see the "Invalid Login Attempt" message, you will need to reset your password. Either contact a system admin, Or, go through the following steps: 1. Click on "Forgot your password" 2. Enter the email address associated ...
How to add ClaricoQUOTE Users
ClaricoQUOTE users can be added and managed with any Admin User. All new setups are created with at least one Admin User. To create additional users, log in with your Admin Account. First, navigate to the Setup Menu and select 'Users' under Users & ...