Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
GleanQuote CPQ for Complex Products and Services
Make Complex Quotes and Proposals Easy in Salesforce
- Industries
- High TechManufacturing
- Business Need
- Partner ManagementQuotes & 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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
App Details
- Version
- GleanQuote/No specific server 1.1.0
- Listed On
- 03/28/2022
- Latest Release
- 03/13/2023
- Supported 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
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 0Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 1App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
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.
Need help?
GleanQuote
Saint Augustine, FL USA
Click the green help button from the Knowledge Base or in the App. You can submit a ticket for support and please include images and a detailed description. We will respond within 24 hours.