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GleanQuote

GleanQuote

4.8 (6)
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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.

Do you work for GleanQuote?Claim this product profile
All-in-One Solution Quote  Propose  Close    Transform How Deals Get Done     - Shorten sales cycles  - Eliminate costly mistakes - Increase win rates  - Save valuable time
Craft Winning Solutions  Configure and price perfect solutions with Configure-Price-Quote (CPQ) that is easy to implement and flexible enough to handle even the most complex product or service.  Embed product and pricing intelligence in each quote.
Propose with Style  Bring your solution to life in an interactive digital Deal Space that gives buyers a personalized, media-rich experience that includes your main proposal/quote, any supporting content and E-sign functionality.
Close Deals with Ease  Make it easy for your customers to say yes by putting everything they need to make a decision in one Digital Deal Space and allowing them to E-sign/E-pay from anywhere, on any device at any time.

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How much is GleanQuote?

Starting From:
$25 Per Month
Pricing Model: Per User
  • Yes, has free trial
  • No free version
Pricing Details (Provided by Vendor):
Price is per user per month with a 3 user minimum and billed annually.

GleanQuote Features

What solutions does GleanQuote provide?

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GleanQuote Reviews

Showing all 6 reviews
Overall
4.8
Ease of Use
4.8
Customer Service
5.0

Most Helpful Reviews for GleanQuote

Verified Reviewer
CTO
Entertainment, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5.0
Ease of Use
4.0
Customer Service
5.0
Features
5.0
Value for Money
4.0
Likelihood to Recommend
8/10
Reviewer Source
Source: Capterra
October 29, 2020

"A new vision for CPQ Quoting software"

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.

Alternatives Considered: QuoteWerks, SAP CPQ, PROS Smart CPQ, Quoter and HubSpot Sales Hub
Katheryn L.
Specification Sales
Wholesale, 51-200 employees
Used the software for: Less than 6 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
August 10, 2020

"Best quoting software!"

Overall: 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, Simpro, eRep and Third Light
Reasons for Choosing GleanQuote: Ease of use, exact features I wanted, and how helpful [SENSITIVE CONTENT HIDDEN] was.
Luis O.
Sales Rep
Broadcast Media, 11-50 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
December 17, 2022

"Gleanview the must have quoting tool."

Overall: 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
Reasons for Switching to GleanQuote: Was looking for simpler tool.
Amy M. avatar
Amy M.
Contract Sales
Furniture, Self-employed
Used the software for: I used a free trial
Overall Rating
4.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
September 14, 2022

"Professional Proposals for (tech) Dummies"

Overall: 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.
Luiza M.
Owner
Photography, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
June 6, 2019

"GleanQuote streamlined my whole proposal process!"

Overall: 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.

Mark L.
Marketing and Design Manager
Marketing and Advertising, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
December 23, 2022

"Amazing Product"

Overall: 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