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GleanQuote CPQ for Complex Products and Services

By GleanQuotePartner Management

Rating
Not rated yet
Reviews
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Pricing
Paid
From $10 per user per month
Listed since
2022

About GleanQuote CPQ for Complex Products and Services

Make Complex Quotes and Proposals Easy in Salesforce

Make Complex Quotes and Proposals Easy in Salesforce

  • Increase Sales and Margins
  • Decrease Time and Mistakes

Configure and price perfect solutions for your customers with Configure-Price-Quote (CPQ) that is easy to implement and flexible enough to handle even the most complex product or service.

Easily create personalized, interactive web page proposals that showcase your quote by including videos, product images and other rich media and even can allow your customers to choice optional add-ons or upsells before signing.

Make it easy for your customers to say yes by putting everything they need to make a decision in one digital deal space and allowing them to E-sign/E-pay from anywhere, on any device at any time.

Seamless integration with Salesforce automatically pulls account/contact/opportunity information (and even line items if you choose) directly into your GleanQuote proposal. Tracking information about how your customers engage with your proposals is pushed back into Salesforce, along with updates to the Opportunity Stage and Amount, and a PDF copy of the signed proposal.

Highlights

  • CONFIGURE - Product Catalog with Unlimited Custom Fields - Guided Product Selection with Embedded Sales Tips - UpSell / Cross Sell - Configurable Products and Bundles - Conditional Product Options - Inventory Tracking - Product Rules
  • PRICE - Formula and Conditional Pricing - Recurring Pricing - Volume, Tiered and Block Pricing - Cost Plus Markup Pricing - Rule Based Price Books ( Easier to Manage) - Contract Price Book (Account Specific Pricing) - Multi-Currency
  • QUOTE / PROPOSE - Drag and Drop Template Builder - Unlimited Custom Templates - HTML and PDF Document Generator and E-Sign - Customer Choice Optional Items - Discount Permissions / Approval Rules - Collaboration Deal Space - Multi-Language
  • DEALER / PARTNER PORTAL - Enable a branded self-service portal for dealers and partners to login and create custom complex quotes using their assigned price list - Easily share content like product specs, brochures and videos with partners

Screenshots

Make complex quoting and proposals easy in SF

Image 1 of 15

Make complex quoting and proposals easy in SF

Pricing

Paid, from $10 per user per month.

GleanQuote CPQ for Complex Products and Services plans
PlanPriceBilled
Default Plan$10 per userMonthly

Requires an existing GleanQuote paid plan.

Compatibility

Requires
  • Sales Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on March 22, 2022
Industries
  • High Tech
  • Manufacturing
Languages
  • English

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