GleanQuote

Videos

• GleanBus 7000 - Build a Quote for a Fleet of Airplanes (CPQ)
• Bundling - GleanQuote Feature
• Transform How HubSpot Deals Get Done
• GleanQuote Transforms How Deals Get Done (Video)
• GleanQuote Quick Start Video

Getting Started

• GleanQuote Quickstart Video
• Setup Checklist
• Step One - Start with a Prebuilt Template
• Step Two - Get Your Products and Pricing in GleanQuote

Settings

• Company Settings
• User Settings
• User Permissions for Proposals

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

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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
• Advanced Search and Saved Filter Views
• Headers, Footers and Page Settings
• Proposal Elements

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Quoting and Pricing

• Product / Service Catalog
• Importing Products
• 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

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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

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