Manage

Automation
Speed up internal approvals with automation
  • Unlimited approval rules to make sure nothing goes out before it's ready
  • Easy automation workflow for reps and approvers so approval isn't a bottleneck
  • Any combination of fields used as conditions to cover any situation
Automation
Keep everyone in their own lane with granular user permissions
  • Discount limits to eliminate over-discounting
  • Content edit permissions to eliminate unauthorized changes to terms or other content
  • Proposal permissions to let you limit if team members can view/edit each other's proposals
Permissions
Analytics
Surface insights about proposals, products, and teams with detailed analytics
  • Saved filters for charts/reports that you need to access regularly
  • Comparison of metrics across team members for leaderboards
  • Scheduled reports delivered directly to your email so you don't even have to log in
  • Products sold and quoted metrics to help with forecasting
Analytics

Get Started with GleanQuote

Copyright © 2017-2022. GleanView