Proposals

Wow your clients with exceptional proposals that take only minutes to create.

Proposal Builder

Easily build out a template library that allows your team to create sharp, highly personalized proposals with just a few clicks. Each proposal generates a customer specific web page that can include everything from text to video. Templates can range from a simple one page quotes to multi-section complex proposals. All templates and content are organized in a folder library within GleanQuote for easy and fast accessibility.

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Content Controls

Customizable user permissions and roles allow you to control who can create templates and who can edit the content of templates within a proposal. This allows you to lock critical content such as terms and conditions, eliminating the possibility of mistakes.

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E-Sign

Once you get your proposal in the hands of your customers, make it easy for them to sign it with GleanQuote’s built in, legally binding E-Signature blocks. Add unlimited signature blocks to your proposals and include any combination of signers from your customer as well as from your company.

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Notifications

Don’t wait around for a signed proposal to show up in your inbox. Get notified in real time when anyone views or signs your proposal. Keep the deal moving with automatic reminders to signing parties.

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Make it easy for your team to create perfect quotes.

Make it easy for your customers to say YES!

Get Started with GleanQuote

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