Who Uses This Software?

Any company or person that creates and sends proposals and quotes


Average Ratings

1 Review

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $99.00/month
    See pricing details
  • Pricing Details
    Unlimited Users Up to 50 proposals sent per month - $99
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online

Vendor Details

  • GleanView
  • gleanview.com/
  • Founded 2015
  • United States

About GleanQuote

Create, send, track and e-sign online quotes and proposals. Drag and drop proposal builder creates a professional, unique HTML page for every proposal that enables your customers to e-sign anytime from any device. Create accurate, complete quotes with just a few clicks. Automate reminders to your customers to sign your proposals. Track and get email notifications every time your customer views and signs each proposal.


GleanQuote Features

  • Automated Quoting
  • Catalog Management
  • Client Portal
  • Contact Management
  • Customizable Branding
  • Discount Management
  • Pricing Management
  • Product Configurator
  • 2D Drawing
  • 3D Modeling
  • Approval Workflow
  • eCommerce
  • Guided Selling
  • Product Configurator
  • Proposal Generation
  • Quotes / Estimates
  • Renewal Management
  • Self Service Portal
  • Automatic Formatting
  • Calendar Management
  • Collaboration
  • Contact Management
  • Content Repository
  • Document Management
  • Electronic Signature
  • Knowledge Library
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management
  • Task Management
  • Templates
  • Version Control

GleanQuote Reviews Recently Reviewed!


GleanQuote streamlined my whole proposal process!

Jun 06, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

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!