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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E-Signature

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

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Tracking

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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Auto-Reminders

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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Templates

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
Quote
Construction Quote Construction
Quote
SEO Quote SEO
Agency Quote
Integrations

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.