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 dataDataData 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.
Advanced Pricing and ProductProductProduct 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 userUserUser 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
2. Click Quick start and select a templateTemplateTemplate 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.
LeadLeadLead 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
Send for fast approval and signatures on any device
All Proposal Activity synced back into Pipeliner for quick view
Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM accountAccountAccount 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..