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.
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.
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.
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.
Make it easy for your team to create perfect quotes.Make it easy for your customers to say YES!