First Proposal Template Converted for Free
As soon as you subscribe to GleanQuote, we want to help get you started quickly. Our team will take any proposal you currently use and convert it to a GleanQuote Template so you can start sending them out right away!
Step 1.) Send us the Proposal in an electronic format
PDF's work great, and so do document formats such as spreadsheets and word docs or even slide pages. If you have a paper copy, scanning it to a PDF or JPG works best, but we can also try to use a picture of it as long as it is legible.
- Send the files to: email@example.com
- Please type this in the Subject Line "Info for Free Proposal Conversion" (And include your subscriber Account Name)
Note: All text and terms must be sent in a copy-able format such as a word doc or spreadsheet. This can be sent separately and in multiple files if needed as long as each file is clearly marked as to the content and we can see from the image file or PDF where the text is to be placed. If your proposal is more than 10 pages, we may require additional time to create the template. Most templates will be ready within 72 hours from the time we receive all of the files. Our team is not responsible for any text that is not able to be copied exactly as it is in your original document.
Step 2.) Our team will build your proposal into a Template.
We can even place your logo on the pages if you do not have that. Remember this is not a design service, but we will do our best to make it match and look as nice as possible.
Step 3.) Login to GleanQuote and start sending your new proposal to customers.
Make sure you review your template when complete to ensure accuracy.
If you need help getting users and contacts set up - learn more here