Make it Easier to Quote, Propose and Close

Software designed to help you manage Products, Pricing and Proposals all in one place.

Is Your Team Spending Too Much Time Creating Quotes and Proposals that Don't Turn into Sales?

Eliminate Pricing Mistakes. Make Complex Pricing Easy.

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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Build Stunning Quotes/Proposals in Minutes

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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Make it Easy for Your Team to Build Proposals

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
Make it Easy for Your Customers to Say Yes

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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Know When Your Customers Are Engaging

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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Never Forget A Follow-up

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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Manage Customers, Products, Pricing and Proposals

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

Add any GleanView product to your Salesforce stack

Collect credit card payments from within Quotes

Create quotes and proposals from Pipedrive

Create quotes and proposals from HubSpot

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