GleanQuote CPQ for Complex Products and Services
Make Complex Quotes and Proposals Easy in Salesforce
Overview
GleanQuote helps complex product manufacturers and sellers that have configuration, pricing and proposal generation challenges. Our CPQ software is easy to implement and even easier to use and integrates seamlessly with Salesforce.
See How GleanQuote CPQ for Complex Products and Services Works
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
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.
Categories
- Business Needs
- Partner ManagementQuotes & Orders
- Industries
- High TechManufacturing
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package