About GleanQuote

GleanQuote is a cloud-based quoting solution, which assists small to large organizations with proposal creation and status tracking. Its key features include signature capture, customizable branding, data synchronization, pricing and contact management.

The application comes with a drag-and-drop builder, which helps users create proposal templates and convert them into web pages. The solution enables team members to manage product catalogs and design standalone or multiple quotations. Managers can use the analytics feature to track client views and generate reports based on parameters such as date, time, frequency and section visit.

GleanQuote integrates with third-party platforms such as Stripe, Salesforce and QuickBooks. The solution lets users moni...


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Supported Operating System(s):

Web browser (OS agnostic)

1 Reviews of GleanQuote

Overall rating

5.00 / 5 stars

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June 2019

Luiza from Lunic Visuals

Verified Reviewer

Company Size: 2-10 employees

Industry: Photography

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2019

GleanQuote streamlined my whole proposal process!

The experience has been great really! The proposal system is fast and easy to use, and I get a little bit of a CRM system along with it which I didn't have before, and which from I what researched none of the other template creation websites offer. They also offer in-app chat to support, so whenever I have a problem or if I can't find something, I can reach them there directly!

Pros

Creating the proposals was super easy! I was able to recreate my current proposal created in Adobe InDesign with ease. The proposals from GleanQuote actually saves us some time too since now I can user variables for things like names, email addresses and stuff like that. I've also been getting signatures a lot quicker now since the process is entirely digital, no one needs to print my contracts and manually sign them. The Rep also told me they're working on integrating payment to the proposals soon which would be amazing.

Cons

They don't have a huge amount of templates available yet. I found one that I really liked which I ended up integrating with the proposal I had designed before, but they're still adding templates to the system.