GleanQuote Integration with Pipeliner CRM

About GleanQuote

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.

GleanQuote Features:

  • 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

Quick – Start

3 Easy steps to get started with GleanQuote for Pipeliner CRM

1. Enable Integration and map data fields
Click Here for Integration Setup

2. Click Quick start and select a template

What QuickStart Video

3. Edit Quote Table and Send Proposal

Merge and Edit

Lead, Opportunity and Contact data merged to Proposals for Accuracy and Speed.

  • Drag and Drop Editor

Quote Anything

  • Any pricing
  • Any Language
  • Any Currency
  • Any Design

E-Sign

Send for fast approval and signatures on any device

Activity Sync

All Proposal Activity synced back into Pipeliner for quick view

Track:

  • Created
  • Edited
  • Viewed
  • Signed
  • Completed

This is a direct integration, developed by GleanView.

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.