GleanQuote Integration with Pipeliner CRM
Quote Anything in Minutes – Any Pricing, Any Currency, Any Language, Any Design. Save time and eliminate costly errors by managing your products, pricing, and proposals all in one place. Integrates with Pipeliner CRM.
If your company is sending quotes and proposals to your customers, our GleanQuote integration will help you simplify the process while increasing your ability to quote and close more business. All of your Pipeliner Leads, Contact, and Opportunity data is merged for use as variables. This saves time and reduces costly mistakes. Proposal activity syncs to Pipeliner Activity.
- Advanced Pricing and Product Options
- Searchable Product and Pricing Catalog
- Quote Editor with custom settings
- Advanced user permissions and pricing controls
- Multi-Language and Multi-Currency
- E-Sign and E-Payment
- Drag and Drop Proposal Builder
- Custom HTML Element
- Activity Tracking Sync to Pipeliner
- User and Recipient Notifications and Reminders
Merge and Edit
Lead, Opportunity and Contact data merged to Proposals for Accuracy and Speed.
- Drag and Drop Editor
- Any pricing
- Any Language
- Any Currency
- Any Design
Send for fast approval and signatures on any device
All Proposal Activity synced back into Pipeliner for quick view