Upgrade to a More Powerful,
Flexible Quoting Solution


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Configure-Price-Quote (CPQ)

Make complex quoting easy and fast using GleanQuote's CPQ engine. Configure highly customized solutions for your customers in minutes.

  • Configurable Products / Services
  • Product / Service Options
  • Conditional Logic
  • Recurring Pricing
  • Formula Pricing
  • Volume Pricing
  • % of Total Pricing
  • Account Price Lists
  • Bundles
  • Quote Templates
  • Customizable Subtotals
  • Quote Sections
  • Multi-Currency
  • Margin Calculations
Guided Selling

Formalize sales and product intelligence into a process that guides your team to the best solution for your customers.

  • Product Selection Rules
  • Template Selection Rules
  • Smart Product Search
  • Recommended Selections
  • UpSell / CrossSell
  • Sales Tips

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Make it easy for your team to quickly build winning proposals with unlimited templates that can be completely customized to showcase your offering.

  • Drag and Drop Builder
  • Web and pdf
  • Fully Customizable Format
  • Rich Media Content
  • E-Sign
  • Saved Templates
  • Custom Fields
  • Merge Fields
  • Reminders
  • Tracking
  • Multi-Language
Sales Management

Install guiderails and analytics into your sales process to keep your team focused and on-track.

  • Approval Rules
  • Locked Templates
  • Discount Controls
  • Roles and Permissions
  • Analytics

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