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
Quick – Start
3 Easy steps to get started with GleanQuote for Pipeliner CRM