# GleanQuote Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about GleanQuote Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more. Source: https://www.capterra.com/p/187208/GleanQuote --- # GleanQuote Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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/) Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $25 Per User, Per Month Free trial available 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) ## 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. [### Docusign](https://www.capterra.com/p/121506/Docusign/) [4.7 (9,297)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting Price $25 Per User, Per Month Starting Price $15 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (6) Ease Of Use 4.7 (9,289) Value For Money 4.8 (6) Value For Money 4.5 (5,753) Customer Service 5.0 (6) Customer Service 4.5 (5,446) ## GleanQuote alternatives [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting price $78.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/135691/QuoteWerks/) [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) [4.5 (1,243)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/131735/PandaDoc/) [Cacheflow](https://www.capterra.com/p/276213/Cacheflow/) [4.6 (54)](https://www.capterra.com/p/276213/Cacheflow/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/276213/Cacheflow/) [Proposify](https://www.capterra.com/p/133332/Proposify/) [4.4 (298)](https://www.capterra.com/p/133332/Proposify/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/133332/Proposify/) [View all alternatives](https://www.capterra.com/p/187208/GleanQuote/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Electronic Signature 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Digitally sign online documents 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 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 Templates 2.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is Automated Quoting 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Generate rule-based quotes for clients automatically GleanQuote 47 features Define levels of authorization for access to specific files or systems Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval A record of all activities within the system, including user access, changes made, etc. Generate rule-based quotes for clients automatically Automatically formats data in a predetermined way Track and manage schedules and meetings via an integrated calendar Create and manage digital catalog of products/services with their details, specifications, and price Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Manage, organize, and store contact information Centralized repository to store content and assets Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Track products that are for sale at a reduced price or part of coupon promotions Automated or logic-based workflows that assist in the creation of electronic documents Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Electronically collect payments for goods or services Digitally sign online documents A process designed for sellers to guide them through the entire selling process Manage and handle various international currencies Calculate rule-based prices for a product/service Track and manage the profit margin between the cost of a product and its selling price. Tool used to determine accurate pricing and product eligibility for borrowers Customize the specifications of a finished product to meet the particular needs of a customer Create proposals based on costs of labor and materials Generate quotes or estimates for customers Receive data and information in real time Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns It is a logic or a condition that executes business rules in a runtime production environment Automate processes to manage leads, contacts, opportunities and sales activities Online portal through which end users can access the system, manage tasks, or obtain information Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is 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/)[ Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-CRM/) 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. AU 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)