Make Complex Quoting and Proposals Easy in Pipedrive GleanQuote helps teams that have configuration, pricing and proposal generation challenges.

Product / Service / Bundle Configuration

• Product Catalog with Unlimited Custom Fields
• Guided Product Selection with Embedded Sales Tips and Product Rules
• UpSell / Cross Sell
• Configurable Products, Bundles, Kits
• Inventory Tracking
• Save Popular Product Configurations as Templates

Pricing Engine for Complex Pricing

• Price Books / Price Lists to Manage Pricing and Discounts for Groups
• Cost Plus Pricing
• % of Total Pricing
• Recurring Pricing
• Formula / Conditional Pricing
• Volume Pricing (Volume, Tiered, Block)
• Margin / Discount Controls

Proposal Automation

• Drag and Drop Custom Template Builder
• Unlimited Custom Templates
• Content Locking to Prevent User Editing
• Content Library for Reusable Proposal Snippets or Supporting Sales / Marketing Content
• HTML and PDF Document Generator and E-Sign
• Multiple Quote Tables per Proposal
• Up to 10 Product Media Files per Product
• Complete Control Over Quote Line Formatting
• Customer Choice - Interactive Quotes with Add-Ons / Upsells
• Conditional or Dynamic Terms / Content
• Multi-Condition Approval Rules
• Collaboration Deal Space
• Multi-Language

Flexible Integration Settings

• Manage Product Library in GleanQuote or Pipedrive
• Start/Edit New Quotes/Proposals Directly from Pipedrive Company / Deal
• All Proposal Activity synced from GleanQuote to Pipedrive
• Line Items synced from GleanQuote to Pipedrive Deal
• Pipedrive fields autofilled into GleanQuote Proposals

Installing the GleanQuote app for Pipedrive is easy.

1. Create an account with GleanQuote (if you don't already have one Register Here
2. Go to the Pipedrive Marketplace and search for GleanQuote
3. Install the app and follow these detailed instructions