GleanQuote Integration with Salesforce

Make it easier for your team to send Proposals and Quotes inside Salesforce

Quick Start

Create a Proposal linked to any Account or Opportunity from Salesforce

Quick Click

Merge and Edit

Account, Opportunity, and Contact data synced as text variables to your proposal for Accuracy and Speed

Merge and Edit

Quote Anything

GleanQuote CPQ is designed for those who need to Quote Anything in minutes

Quote Anything

E-sign

GleanQuote for Salesforce includes E-Sign to close sales quickly and easily

Quote Anything

Activity Sync

All Proposal activity is tracked and synced back into Salesforce

Quote Anything

Get Started with GleanQuote for Salesforce

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