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 dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. is merged for use as variables. This saves time and reduces costly mistakes.  Proposal activity syncs to Pipeliner Activity.

GleanQuote Features:

  • Advanced Pricing and ProductProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. Options
  • Searchable Product and Pricing Catalog
  • Quote Editor with custom settings
  • Advanced userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. 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 templateTemplate Template is a generic file with a framework showing the standard sections or features of a specific kind of document, used to create a new document of the same type faster and easier.

What QuickStart Video

3. Edit Quote Table and Send Proposal

Merge and Edit

LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., 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
GleanView

This is a direct integration, developed by GleanView.

Resources

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company..

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