GleanQuote Integration with Salesforce

Make Complex Quoting in Salesforce Easy with GleanQuote

Configure
Manage GleanQuote Proposals and Quotes directly from Salesforce
  • Start and Edit proposals and quotes directly from any Salesforce Opportunity or Account Page.
  • Instantly connects Account, Contact, and Deal data for mapping as variables.
Configure
Import Salesforce Opportunity 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
Configure
Configure
Configure
Manage Products in Salesforce or GleanQuote or Both
  • Manage your products in Salesforce and configure in GleanQuote.
  • Manage your products in GleanQuote and sync back to Salesforce.
  • Customized integration settings to achieve the right set up for your company.
Configure
All Proposal and Quote Activity Synced to Salesforce
  • Proposal and quote views and completions are automatically synced to Salesforce.
  • Activity can be used in the Opportunity and associated contacts.
  • Opportunity amount and stage can be updated automatically in Salesforce.
Configure
Configure

Check out GleanQuote in Salesforce App Exchange

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