Products & Suppliers

You can store your entire product catalog (including suppliers) in GleanQuote to enable your team to easily create consistent quotes.

Products and Suppliers are organized similarly, with each record type having a main list view of all the products/suppliers and a detail view for each individual product/supplier.  You can manually create new records for each, or you can bulk import your entire product catalog. Each of the main list views have three dot actions on the right side of each row that allow you to Edit, Delete, and Duplicate.  

Additionally, you can select rows using the check boxes on the left side of each row to see additional actions like bulk delete and export. Each main list view can also be customized by toggling on/off columns, resizing, and drag and drop reordering.