Make Complex Quoting in Pipedrive Easy with GleanQuote
"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
Manage GleanQuote Proposals and Quotes directly from Pipedrive
Start and Edit proposals and quotes directly from any Pipedrive Deal or Account Page.
Instantly connects Account, Contact, and Deal data for mapping as variables.
Import Pipedrive Deal Products into GleanQuote Quote Tables
Import products directly into GleanQuote when creating a new quote or proposal.
Use GleanQuote to Configure, Price, Bundle, or UpSell/CrossSell.
Manage Products in Pipedrive or GleanQuote or Both
Manage your products in Pipedrive and configure them in GleanQuote.
Manage your products in GleanQuote and sync back to Pipedrive.
Customized integration settings to achieve the right setup for your company.
All Proposal and Quote Activity Synced to Pipedrive
Proposal and quote views and completions are automatically synced to Pipedrive.
Activity can be used in the Deal and associated contacts.
Deal amount and stage can be updated automatically in Pipedrive.