Everything from medical equipment to large industrial machines
Configure and price quickly and accurately
Embed product media files directly in quote and proposal
Quote in any currency and language
Track inventory at the kit and component level
Set Approval Rules to automate approval routing
"We are so happy with the GleanQuote system. Getting lift quotations previously was time-consuming, messy, and inaccurate until we found the solution, which works with our current CRM.
GleanQuote allows us to take quotes to the next level by adding photos, customized pricing, and direct email delivery and may be sent straight to the client's inbox for e-signing and reposting back to us!
A simple and effective platform that has allowed our sales team to spend more time focusing on other business areas!
We highly recommend GleanQuote as they provide excellent customer service."
Sales Manager at Direct Lifts Australia
Software and Technology
SaaS, IT Services and Solutions
Use subscription, tiered, bundle, proration and recurring pricing to quote the perfect price
Use configurable products and services to quote the perfect scope for any client
Use customizable templates to send professional proposals quickly
"With GleanQuote we are able to separate quotes by product category and integrate them with HubSpot CRM correctly including discounts and line item changes.
Before GleanQuote, we were creating reports in word documents that were then transferred to many different leaders in the company for the various rates.
Our biggest challenge was that quotes were taking a long time based on the process.
GleanQuote was able to help us significantly decrease quote preparation time which has resulted in more wins."