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Clarity CRM simplifies the process of creating professional quotes and invoices through its integrated quotation and sales templates. Users can easily produce personalized, branded documents with just a few clicks. Access is available to specific templates from both the quotations and sales modules, allowing for efficient document management. The lists actions feature enables the simultaneous sending of quotes and invoices to multiple records. Additionally, the powerful quotation and sales template builder allows users to create or modify templates without needing external tools, making customization quick and straightforward within the Clarity CRM platform.