We are so happy with the GleanQuote system. Getting lift quotations previously was time-consuming, messy, and inaccurate until we found the solution, which works with our current CRM. The GleanQuote allows us to take quotes to the next level by adding photos, customised pricing, and direct email delivery and may be sent straight to the client's inbox for e-signing and reposting back to us! A simple and effective platform allowed our sales team to spend more time focusing on other business areas! We highly recommend Team involved Glean as they provide excellent customer service.

Integration right into Pipedrive. Complexe quote calculation with formulas and many features. Complete sell pipe from quote to signature.

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. All in all, I highly recommend GleanQuote.