Proposal, Quoting and E-sign Software

Advanced quoting and pricing engine, powerful proposal builder and E-sign combined into one deal closing solution.

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Advanced Pricing and Products

Advanced pricing engine handles virtually any pricing model and product configuration. Fast and flexible quote builder enables complete control over quote formatting and presentation.

  • Products and product options catalog
  • Multiple price lists and customer specific pricing
  • Discounting controls
  • Attribute based pricing
  • Volume pricing
  • Product bundles
  • % of total pricing
  • Cost / Margin calculations at the product and quote level
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Proposal Builder

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.

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Template / Content Library

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.

Select a Template to Preview

Simple Quote Simple
Quote
Construction Quote Construction
Quote
SEO Quote SEO
Agency Quote
E-sign, E-pay, and Client Input Fields

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.

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Tracking

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.

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Auto-Reminders

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.

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Account Based CRM

The core of all of the GleanView products is our account based CRM. 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

  • Dashboard
  • Accounts
  • Contacts
  • Projects
  • Opportunities
  • Calendar
  • Analytics
  • Reports
  • User Management
  • Saved Custom Views
  • Roles/Permissions
  • Assignment Rules
  • Tags
  • Bulk Edit
  • Bulk Import
  • Bulk Export
Integrations

Like all GleanView products, GleanQuote integrates directly with Salesforce. Create new quotes/proposals in GleanQuote using data from your Accounts / Contacts in Salesforce. Synch proposal summary and activity history back into Salesforce.

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Automate payment collection for a true quote to cash solution.

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