Advanced pricing engine handles virtually any pricing model and product configuration. Fast and flexible quote builder enables complete control over quote formatting and presentation.
Use our drag and drop visual builder to create professional proposals and sales quotations that are automatically transformed into unique web pages for viewing and e-signing by your customers. Proposals can be automatically personalized using field variables that are populated with data from your CRM.
Create a library of templates, images and saved content sections that can be accessed by your team to speed up proposal creation. Create unlimited custom templates. Control who can create / edit templates and lock approved content sections to eliminate mistakes.
Close deals faster by allowing your customers to e-sign your proposals and pay online. Unlimited signers can be included in each proposal. Payments can range from partial payment deposits up to full proposal amount. Add form fields anywhere on your proposal to collect additional information needed from your clients.
Every time someone views or signs your proposal, detailed tracking information is recorded in the proposal record and you get a real time email notification.
Automatic email reminders are sent to each person signing or paying a proposal until it is complete or expired. You set the reminder schedule and then let our Gleanbots do the follow up work for you.
GleanQuote includes everything you need to keep track of all of your customer data and also use the data to automatically personalize your proposals and quotes