GleanQuote
Get Deals Done! Quote | Propose | Close
Videos
- GleanBus 7000 - Build a Quote for a Fleet of Airplanes (CPQ)
- GleanQuote Discounting Controls
- GleanQuote Customer Choice
- GleanQuote Price Lists
- Bundles / Options / Configuration
- GleanQuote HubSpot Integration Overview
Getting Started
Settings
Integrations
- GleanQuote Integration with HubSpot
- GleanQuote Integration with Pipedrive
- Integrate with HubSpot CRM -Video Overview
- GleanQuote Integration with Salesforce
- GleanQuote Integration with QuickBooks Online Edition
- GleanQuote Integration With Stripe for Payments
Creating Proposals
- Overview of Creating Proposals
- List Views for Proposals, Accounts, Contacts, Opportunities, Products and Suppliers
- Detail Views for Proposals, Accounts, Contacts, Opportunities, Products and Suppliers
- Customizable Proposal Numbers, Names and PDF Names
- Advanced Search and Saved Filter Views
- Headers, Footers and Page Settings
Quoting and Pricing
- Bulk Import - Products
- Product / Service Library
- How to Create Quote Tables in Proposals
- Using Multiple Currencies for Quotes and Products (Multi-Currency)
- Price Lists
- UpSell, DownSell and Cross Sell for Products
Sending, Viewing and Signing Proposals
- Proposal Status
- Send Proposals from Your Own Email Address (White label)
- Sending a Proposal
- GleanSpace
- Viewing and Signing Proposals / Audit Trail
- Tracking Proposals