"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
Manage GleanQuote proposals and quotes directly from HubSpot
Start and edit proposals and quotes directly from any HubSpot deal.
Seamless user experience inside HubSpot.
Import HubSpot Deal Line Items into GleanQuote Quote Tables
Import HubSpot deal line items directly into GleanQuote when creating a new quote or proposal.
Use GleanQuote to Configure, Price, Bundle or UpSell/CrossSell
Manage Products in HubSpot or GleanQuote or Both
Manage your products in HubSpot and configure in GleanQuote.
Manage your products in GleanQuote and sync back to HubSpot.
You choose the best combination for your workflow.
All Proposal and Quote Activity Synced to HubSpot
Proposal and quote views and completions are automatically synced to HubSpot.
Activity can be used in HubSpot workflows.
Deal amount and stage can be updated automatically in HubSpot.
"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."