--- title: "GleanQuote Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about GleanQuote Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/187208/GleanQuote/" page_type: "product" language: "en" --- # GleanQuote Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) GleanQuote ## What is GleanQuote? GleanQuote helps teams that have configuration, pricing and proposal generation challenges. Our CPQ and Proposal Automation software is easy to implement and even easier to use and integrates seamlessly with the most popular CRMs. Your team will be able to create, send and close even the most complex quotes and proposals in minutes. Sales and margins will go up. Wasted time and mistakes will go down. ## What is GleanQuote used for? [Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[CPQ](https://www.capterra.com/cpq-software/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $25 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for GleanQuote?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://gleanview.com/&name=GleanQuote) ## GleanQuote Overview Updated August 2026 AI summary GleanQuote supports small and midsize businesses with cloud-based proposal management, CPQ, and quoting tools. It automates proposal and quote generation, includes customizable templates, approval workflows, and digital signatures, and offers integrations with popular CRM and billing platforms. Collaboration, audit trails, reporting, and content management help teams prepare accurate, tailored proposals efficiently within a connected workflow. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### GleanQuote 4.8 (6) VS. [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting Price $25 Per User, Per Month Starting Price $78 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (6) Ease Of Use 4.5 (96) Value For Money 4.8 (6) Value For Money 4.6 (81) Customer Service 5.0 (6) Customer Service 4.6 (91) ## GleanQuote alternatives [4.6 (21)](https://www.capterra.com/p/160099/KBMax-3D-CPQ/reviews/) Starting price $150.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (136)](https://www.capterra.com/p/131897/Quotient/reviews/) Starting price $28.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [DealHub](https://www.capterra.com/p/172031/Dealhub/) [4.7 (96)](https://www.capterra.com/p/172031/Dealhub/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/172031/Dealhub/) Highest Rated [Apropo](https://www.capterra.com/p/236415/Apropo/) [4.9 (20)](https://www.capterra.com/p/236415/Apropo/#reviews) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/236415/Apropo/) [View all alternatives](https://www.capterra.com/p/187208/GleanQuote/alternatives/) ## FAQs about GleanQuote Overview ### What company size and specific industries is GleanQuote built for? GleanQuote is designed for any company or individual that creates and sends proposals and quotes, making it suitable for small businesses, mid-market teams, and larger organizations across a wide range of industries. It is built for users who need a tool for proposal and quote preparation. Features and Usability ### What are the key features of GleanQuote? GleanQuote offers automated quoting, proposal generation, and quotes/estimates, supported by a rules engine and configurable workflow. It also includes product catalog and product configurator tools, pricing and cost calculations, discount management, digital signature, approval workflow, CRM integration, and reporting and audit trail features. Integrations ### Which third-party tools and platforms does GleanQuote integrate with? GleanQuote integrates with HubSpot Sales Hub, HubSpot CRM, Pipedrive, Salesforce Sales Cloud, QuickBooks Online Advanced, Stripe, and Coevera. These integrations cover CRM, billing, and payments platforms, giving teams options for managing prospect data, proposals, invoices, and transactions in one connected system. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does GleanQuote offer? GleanQuote provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide on-demand walkthroughs for reviewing features and steps. Getting Started and Support ### What customer support options does GleanQuote offer? GleanQuote provides email/help desk support, a knowledge base, and chat. No reviewer feedback about support is available, so user experience details such as response speed or helpfulness cannot be assessed from the catalog data. ## Features AI summary Based on 1,453 Proposal Management reviews Capterra data shows that buyers of proposal management software rank the following features as their top priorities: - **Proposal Generation** (**60%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**62%**) - **Customizable Templates** (**49%**) GleanQuote supports all three of the features reviewers consider most important: **Proposal Generation**, **Quotes/Estimates**, and **Customizable Templates**. Together, these capabilities help businesses create polished proposals faster, produce accurate pricing documents, and tailor content for different clients, allowing teams to respond more efficiently and improve consistency across the sales process. Proposal Generation 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create proposals based on costs of labor and materials Quotes/Estimates 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Electronic Signature 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Digitally sign online documents Document Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Discount Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Track products that are for sale at a reduced price or part of coupon promotions Pricing Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Tool used to determine accurate pricing and product eligibility for borrowers GleanQuote 48 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Automatic Formatting: Automatically formats data in a predetermined way - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Guided Selling: A process designed for sellers to guide them through the entire selling process - Multi-Currency: Manage and handle various international currencies - Price and Cost Calculations: Calculate rule-based prices for a product/service - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Product Catalog: Present a catalog of inventory that customers can view - Product Configurator: Customize the specifications of a finished product to meet the particular needs of a customer - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Rules Engine: It is a logic or a condition that executes business rules in a runtime production environment - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes --- Get Advice We can help you find the software with the features you need. Features 5.0 (6) 5.0 Based on 6 reviews ## Pricing Value for money 4.8 (6) Free Trial Basic $25.00 Per User,Per Month Value for money 4.8 (6) 4.8 Based on 6 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Coevera](https://www.capterra.com/p/125911/Coevera/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (6) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (6) 5.0 Based on 6 reviews ## User reviews Overall rating 4.8 Based on 6 reviews Filter by rating 5(5) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent ML Mark L. Marketing and Design Manager Marketing and Advertising ### "Amazing Product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 23, 2022 Our primary use for GleanQuote is preparing customer booking confirmations that require signatures. GleanQuote provides the perfect solution for this. Pros My experience with GleanQuote has been exceptional. My contact \[SENSITIVE CONTENT\] was always on hand to help, and the assistance provided was second to none. Any requirements or queries were resolved rapidly. I highly recommend GleanQuote. The customisation available is remarkable. Cons I have nothing negative to write about GleanQuote. Reasons for choosing GleanQuote n/a Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LO Luis O. Sales Rep Broadcast Media ### "Gleanview the must have quoting tool." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 17, 2022 Effective! Pros Gleanview is a must have quoting tool! No quoting tool out there can provide what Gleanview can, effectiveness, inexpensive, easiness, and self explanatory. As a person with little computer knowledge Gleanview has been able to make it easy for people like me to get quotes out to my customers in time. This tool will make your day to day routine 10x easier. Another great feature about this is how mobile friendly their website is. Not to mention how great their customer support is. Cons nothing to dislike about this tool everything is easy to use. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Was looking for simpler tool. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Amy M. Contract Sales Furniture ### "Professional Proposals for (tech) Dummies" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 14, 2022 Nothing short of exceptional! Pros The user interface is so intuitive that I was able to perform nearly all essential functions the first night of my trial without referencing instructions or help menus! I have an enormous database of products with complex configurations. It was easy to import the primary product info, so I could be productive immediately. As I work in the system, I am learning new ways to use the product functionality that will be an enormous time saver. It's integrated with my HubSpot account, which adds even more value. I can quote from HubSpot, and the info feeds to and from GQ. Another feature is the "customization" option that can be used for widgets: products, suppliers, customers, and more. Most importantly, the proposal formatting is much more straightforward than other software I tested. I've yet to scratch the surface with all proposal capabilities, but from "go," the quotes are professional and can be integrated with attachments, images or videos. I've just finished my trial, so there is surely more I could rave about; I just haven't discovered what it is yet. The support team has been fantastic. Emails are responded to almost immediately, and calls are quickly scheduled when needed. Cons It would help if the GQ window in HubSpot could be expanded to full screen. Otherwise, I wish I could fully understand how to use ALL its features to my advantage yesterday. Reasons for choosing GleanQuote 1) Ease of use. 2) Functionality (product configuration & detail). 3) Customizable proposal formats. $) Price / Value. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User CTO Entertainment ### "A new vision for CPQ Quoting software" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 29, 2020 Pros The whole process of a complex quote calculation and the signature is handled perfectly. The integration inside Pipedrive. Cons UX design could be enhanced to be more intuitive and modern. Switched from [Salesforce Revenue Cloud](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/) Alternatives considered [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) [SAP CPQ](https://www.capterra.com/p/153456/CallidusCloud-CPQ/) [PROS Smart CPQ](https://www.capterra.com/p/79260/PROS-Smart-CPQ/) [Quoter](https://www.capterra.com/p/117768/Socket/) [HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KL Katheryn L. Specification Sales Wholesale ### "Best quoting software!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 10, 2020 I highly recommend GleanQuote. 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). But if you’re looking for something to make your quotes/proposal clean, clear, and user-intuitive, then you’ve hit the goldmine. Pros This past month I’ve vetted various quotes programs and GleanQuote has, by far, been the best proposal program I’ve used to date. I’ve never encountered a program more user-intuitive. One day into my trial run and I was pretty familiar with all the features you can use. The team I work with has multiple types of customers with different pricing, so we were looking for a program that’s extremely flexible while still being able to store product data (such as spec sheets, product detail, and images) that doesn’t change as frequently. There are various ways to set up your items and customized fields to input specific information. 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. Pricing is pretty fair in my opinion, and for its features, it’s a steal. I’ve had the pleasure of working with \[SENSITIVE CONTENT HIDDEN\] , who is very communicative and flexible with working with me and my colleagues. He’s not extremely pushy or pressuring, and does his best to find the perfect solution for you. His demos are concise but very detailed, and I appreciate that he does not waste my time. Make sure you ask for him! Cons I would want the software to have a feature to turn off pricing on the quote if needed. This is an update they are already working on, so it's not really a dislike. Alternatives considered [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) [Simpro](https://www.capterra.com/p/10529/Simpro-Enterprise/) [eRep](https://www.capterra.com/p/165340/eRep/) [Third Light](https://www.capterra.com/p/94309/Third-Light-IMS/) Reasons for choosing GleanQuote Ease of use, exact features I wanted, and how helpful \[SENSITIVE CONTENT HIDDEN\] was. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LM Luiza M. Owner Photography ### "GleanQuote streamlined my whole proposal process!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 6, 2019 The experience has been great really! 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. They also offer in-app chat to support, so whenever I have a problem or if I can't find something, I can reach them there directly! Pros Creating the proposals was super easy! I was able to recreate my current proposal created in Adobe InDesign with ease. The proposals from GleanQuote actually saves us some time too since now I can user variables for things like names, email addresses and stuff like that. I've also been getting signatures a lot quicker now since the process is entirely digital, no one needs to print my contracts and manually sign them. 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. I found one that I really liked which I ended up integrating with the proposal I had designed before, but they're still adding templates to the system. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.