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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