Sales Quote and Proposal Automation Software

Close deals faster with automated online proposals and quotes with e-signature

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Proposal Covers
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Proposal Builder

Use our drag and drop visual builder to create professional proposals and sales quotations that are automatically transformed into unique web pages for viewing and e-signing by your customers. Proposals can be automatically personalized using field variables that are populated with data from each account/contact.

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Product Catalog

Easily store and manage your product/service catalog and use it to generate accurate quotations, either standalone or part of a proposal document.

Advanced quoting tools include cost/margin, product/supplier stats, custom products and multi-tier price lists.

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Close deals faster by allowing your customers to e-sign your proposals. Unlimited signers can be included in each proposal.

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Every time someone views or signs your proposal, detailed tracking information is recorded in the proposal record and you get a real time email notification.

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Automatic email reminders are sent to each person signing a proposal until it is complete or expired. You set the reminder schedule and then let our Gleanbots do the follow up work for you.

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Use templates to speed up proposal creation. Create unlimited templates - either for entire proposals, or just sections that can be easily inserted into new proposals when needed.

Select a Template to Preview

Simple Quote Simple
Construction Quote Construction
Agency Quote

Natively integrate with GleanView’s PowerCRM to manage your sales process from lead to close.

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Automate payment collection for a true quote to cash solution.

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Synch quote data to Quickbooks to eliminate double data entry.(Coming Soon)

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Create GleanQuotes and proposals directly from Salesforce and automatically populate account and contact data into the document. Synch quote amounts and quote data back into Salesforce. (Coming Soon)

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Close Deals Faster with GleanQuote

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     Includes all features.