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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.
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.
Close deals faster by allowing your customers to e-sign your proposals. Unlimited signers can be included in each proposal.
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.
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.
Natively integrate with GleanView’s PowerCRM to manage your sales process from lead to close.
Automate payment collection for a true quote to cash solution.
Synch quote data to Quickbooks to eliminate double data entry.(Coming Soon)
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)