UpSell / CrossSell / Sales Tips help increase sales
Product Media Widget for best-in-class proposals
Manage inventory and stock levels and rules
Use price lists to make sure every customer gets their price
"GleanQuote proposals have a very professional look and the flexibility to help us expand our business and increase sales.
GleanQuote integrates very well with HubSpot, and the configuration functionality cuts down quote compilation time and improves accuracy.
In terms of GleanQuote support it was excellent.
Dennis and the team at GleanQuote were very knowledgeable, reliable, and were very quick to respond to any questions we had during implementation.
We implemented GleanQuote when we launched HubSpot to add features such as Product Bundling and Customer Choice Proposals.
The Product Media library that allows customers to see images, watch videos or download spec sheets directly from the proposal is best in class."
Chief Operating Officer
From simple commercial to complex industrial machinery with multiple options
Configure and Price Quickly and Accurately
Quote in any currency and language
Track inventory of all components and allow swapping with UpSell/CrossSell
Use Approval Rules for speed and accuracy
"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
Hardware and Software
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."