GleanQuote Quickstart Video (10 Min)

How do I get started?

This intro Video will give you a brief overview of GleanQuote and walk you through the fastest way to start using the system

Quickstart Checklist:

1. Copy the Quickstart Template to My Proposal Templates
2. Add a Customer/Contact record for testing
3. Generate a New Proposal
4. Edit the Proposal and Quote Table
5. Send (E-sign) to Customer for Approval and Signature