MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

GleanQuote CPQ for Complex Products and Services

By GleanQuote

Make Complex Quotes and Proposals Easy in Salesforce

No Ratings
Starting at $10   USD/user/month
Try It
Industries
High Tech
Manufacturing
Business Need
Partner Management
Quotes & Orders
Requires
Sales Cloud

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.

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

Provider Details

GleanQuote
Saint Augustine, FL USA

GleanQuote helps your sales team Get Deals Done, from configuring and pricing solutions with guided quoting, to personalized and interactive digital proposal sales rooms, to getting speedy internal approvals and customer sign-offs. By automating and removing friction from the entire quote-to-close experience for both the sales team and the buyer, deals get done exponentially faster and easier, making revenue skyrocket and turning reps and customers into raving fans.

Pricing Details

Requires an existing GleanQuote paid plan.

Default Plan

$10 USD/user/month

Lowest Starting Price