| QUOTE (CPQ) | Complete | |
| Product / Service Catalog | ||
| Guided Product Selection (GPS) | ||
| Sales Tips | ||
| Custom Fields | ||
| Standard Price List | ||
| Recurring Pricing | ||
| Margin Calculations | ||
| Cost Plus Markup Pricing | ||
| Inventory Tracking | ||
| Configurable Products | ||
| Configurable Bundles | ||
| Upsell / CrossSell | ||
| % of Total Pricing | ||
| Custom Price Lists | ||
| Volume Pricing | ||
| Formula Pricing | ||
| Conditional Pricing | ||
| Conditional Options / Bundles | ||
| Multi-Currency | ||
| Product Rules | ||
| Price List Rules | ||
| Template Rules | ||
| Contract Price Lists | ||
| PROPOSE | Complete | |
| Drag and Drop Builder | ||
| Unlimited Templates | ||
| Web and PDF Documents | ||
| Product Media Files | ||
| Merge Fields | ||
| Customer Choice | ||
| Conditional Content | ||
| Content Library | ||
| Multi-Language | ||
| CLOSE | Complete | |
| GleanSpaces | ||
| Unlimited E-Sign | ||
| Tracking | ||
| Reminders | ||
| MANAGE | Complete | |
| Approval Rules | ||
| Roles and Permissions | ||
| Discount Controls | ||
| Locked Templates | ||
| Basic Analytics | ||
| Advanced Analytics | ||
| DEALER PORTAL | Complete | |
| Self Service Configure Price Quote | ||
| Self Service Content Library | ||
| $100 / month for 20 users | ||
| INTEGRATE | Complete | |
| Built-in Simple B2B CRM | ||
| HubSpot | ||
| Salesforce | ||
| Pipedrive | ||
| Pipeliner | ||
| QuickBooks | ||
| Xero | ||
| Avalara | ||
| Stripe | ||
| GSuite | ||
| Office365 | ||
| API |
Frequently Asked Questions
GleanQuote helps companies that have configuration, pricing and proposal generation challenges. Our CPQ software is easy to implement and even easier to use and integrates seamlessly with the most popular CRMs. You can also use it as a standalone CRM/CPQ with our built in, lightweight, B2B CRM.
We do offer a free trial so that you can make sure the software meets your needs before you buy. Request a Demo using the button on this website to get set up with a free trial.
Yes, there is a required, one-time onboarding fee of $2500. The Onboarding service provided by our product experts includes multiple set up and training sessions on products, pricing, users, templates and integrations that are live and completely customized to your quoting process. This process helps to ensure that you spend minimum time to get up and running.
Our Complete plan is annual billing and commitment only. If you have unique needs, contact our sales team to discuss custom plans tailored to your business needs.
