GleanQuote Features

GleanQuote

Sales proposal and quote software with E-sign

5.0/5 (3 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Trail
Automated Quoting
Automatic Formatting
CRM
Calendar Management
Cataloging/Categorization
Client Portal
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Content Library
Customizable Branding
Customizable Fields
Customizable Templates
Data Import/Export
Digital Signature
Discount Management
Document Automation
Document Management
Document Storage
Document Templates
Drag & Drop
Electronic Payments
Electronic Signature
Guided Selling
Multi-Currency
Pipeline Management
Price / Margin Management
Price and Cost Calculations
Pricing Management
Product Catalog
Product Configurator
Proposal Generation
Quotes/Estimates
Real Time Data
Real Time Notifications
Reminders
Renewal Management
Reporting & Statistics
Sales Orders
Sales Reports
Self Service Portal
Template Management
Templates
Third Party Integrations
eCommerce Management
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API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Trail
Automated Quoting
Automatic Formatting
CRM
Calendar Management
Cataloging/Categorization
Client Portal
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Content Library
Customizable Branding
Customizable Fields
Customizable Templates
Data Import/Export
Digital Signature
Discount Management
Document Automation
Document Management
Document Storage
Document Templates
Drag & Drop
Electronic Payments
Electronic Signature
Guided Selling
Multi-Currency
Pipeline Management
Price / Margin Management
Price and Cost Calculations
Pricing Management
Product Catalog
Product Configurator
Proposal Generation
Quotes/Estimates
Real Time Data
Real Time Notifications
Reminders
Renewal Management
Reporting & Statistics
Sales Orders
Sales Reports
Self Service Portal
Template Management
Templates
Third Party Integrations
eCommerce Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Trail
Automated Quoting
Automatic Formatting
CRM
Calendar Management
Cataloging/Categorization
Client Portal
Collaboration Tools
Configurable Workflow
Contact Database
Contact Management
Content Library
Customizable Branding
Customizable Fields
Customizable Templates
Data Import/Export
Digital Signature
Discount Management
Document Automation
Document Management
Document Storage
Document Templates
Drag & Drop
Electronic Payments
Electronic Signature
Guided Selling
Multi-Currency
Pipeline Management
Price / Margin Management
Price and Cost Calculations
Pricing Management
Product Catalog
Product Configurator
Proposal Generation
Quotes/Estimates
Real Time Data
Real Time Notifications
Reminders
Renewal Management
Reporting & Statistics
Sales Orders
Sales Reports
Self Service Portal
Template Management
Templates
Third Party Integrations
eCommerce Management
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GleanQuote Feature Reviews

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

Katheryn L.

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 M.

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