GleanQuote Features

GleanQuote

Sales proposal and quote software with E-sign

5.0/5 (3 reviews)

GleanQuote Feature Summary

  • Automated Quoting
  • Catalog Management
  • Collaboration
  • Electronic Signature
  • Pricing Management
  • Product Configurator
  • Quote/Proposal Creation
  • Quotes / Estimates
  • Templates

Competitor Feature Comparison

Accounting Integration
Activity Dashboard
Automatic Formatting
CRM Integration
Client Portal
Contact Database
Contact Management
Content Repository
Custom Fields
Customizable Branding
Customizable Templates
Data Import/Export
Data Storage Management
Data Visualization
Digital Signature
Discount Management
Document Management
Document Templates
Drag & Drop Interface
Electronic Signature Capture
Email Notifications
Landing Page Templates
Personalized Profiles
Pipeline Management
Price Management
Product Catalog
Proposal Generation
Quote Management
Real Time Notifications
Reminders
Remote File Access
Reporting & Statistics
Self Service Portal
Template Management
Third Party Integration
Learn moreCompare App
Accounting Integration
Activity Dashboard
Automatic Formatting
CRM Integration
Client Portal
Contact Database
Contact Management
Content Repository
Custom Fields
Customizable Branding
Customizable Templates
Data Import/Export
Data Storage Management
Data Visualization
Digital Signature
Discount Management
Document Management
Document Templates
Drag & Drop Interface
Electronic Signature Capture
Email Notifications
Landing Page Templates
Personalized Profiles
Pipeline Management
Price Management
Product Catalog
Proposal Generation
Quote Management
Real Time Notifications
Reminders
Remote File Access
Reporting & Statistics
Self Service Portal
Template Management
Third Party Integration
Visit WebsiteCompare App
Accounting Integration
Activity Dashboard
Automatic Formatting
CRM Integration
Client Portal
Contact Database
Contact Management
Content Repository
Custom Fields
Customizable Branding
Customizable Templates
Data Import/Export
Data Storage Management
Data Visualization
Digital Signature
Discount Management
Document Management
Document Templates
Drag & Drop Interface
Electronic Signature Capture
Email Notifications
Landing Page Templates
Personalized Profiles
Pipeline Management
Price Management
Product Catalog
Proposal Generation
Quote Management
Real Time Notifications
Reminders
Remote File Access
Reporting & Statistics
Self Service Portal
Template Management
Third Party Integration
Visit WebsiteCompare App

GleanQuote Feature Reviews

3 reviewers had the following to say about GleanQuote's features:

Katheryn Lee

Best quoting software!

2020-08-10

If you’re looking for a CRM or complex sales program, this may not be for you (however there are compatible 3rd party CRM programs and purchase softwares you can integrate with it).

Pros

I love that you can set up layout and product templates for different types of quotes, but edit the layout per proposal with the drag-and-drop feature.

Cons

I would want the software to have a feature to turn off pricing on the quote if needed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Luiza Motta

GleanQuote streamlined my whole proposal process!

2019-06-06

The proposal system is fast and easy to use, and I get a little bit of a CRM system along with it which I didn't have before, and which from I what researched none of the other template creation websites offer.

Pros

The Rep also told me they're working on integrating payment to the proposals soon which would be amazing.

Cons

They don't have a huge amount of templates available yet.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Entertainment company, 1-10 employees)

A new vision for CPQ Quoting software

2020-10-29

Pros

The integration inside Pipedrive.

Cons

UX design could be enhanced to be more intuitive and modern.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more