GleanQuote CPQ
Advanced Configure Price Quote (CPQ) for Complex Quoting
Requisitos
Plan de HubSpot Permisos de cuenta de HubSpot - Ver los permisos de cuenta requeridos
Suscripción: GleanQuote CPQ - Suscripción: Complete (Per User)
Vista general
1/5
Make Complex Quoting in HubSpot Simple with GleanQuote
GleanQuote helps teams that have configuration, pricing and proposal generation challenges. Our full CPQ solution is easy to implement and easier to use.
Product / Service / Bundle Configurator
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 Reusable Template
Pricing Engine for Complex Pricing
Price Books / Price Lists to Manage Pricing and Discounts for Groups of Customers
Cost Plus Pricing
% of Total Pricing
Recurring Pricing
Formula / Conditional Pricing to Make Complex Pricing Calculations
Volume Pricing (Volume, Tiered, Block)
Margin / Discount Tracking and Controls
Proposal Generation
Drag and Drop Custom Template Builder
Unlimited Custom Templates
Content Locking to Prevent User Editing (Legal Terms for example)
Content Library for Reusable Proposal Snippets or Supporting Sales / Marketing Content (Case Studies, Videos, White Papers)
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 / Details
Customer Choice - Interactive Quotes with Add-Ons / Upsells for Your Customer to Choose Before Signing
Conditional or Dynamic Terms / Content
Multi-Condition Approval Rules
Collaboration Deal Space
Multi-Language
Flexible Integration Settings
Manage Product Library in GleanQuote or HubSpot
Start/Edit New Quotes/Proposals Directly from HubSpot Company / Deal
All Proposal Activity synced from GleanQuote to HubSpot
Line Items synced from GleanQuote to HubSpot
HubSpot Quote can be auto-generated from GleanQuote
Deal Amount and Stage synced from GleanQuote to HubSpot
HubSpot Deal Line Items can also be synced into GleanQuote Proposal
Any HubSpot Company, Contact, or Deal field can be used as a merge field or conditional field in GleanQuote Proposal
Self Service Portal for Dealers/Partners
Enable a branded self-service portal for dealers and partners to configure and price deals with assigned price lists
Easily share content like product specs, marketing brochures, case studies, videos with partners through a self service content library.
As low as $5 / dealer user / month
Características
Configurator with Product Options and Conditional Rules
Use product options and conditional logic rules to configure complex products and services. Enable your team to accurately bundle compatible items with just a few clicks.
Advanced Pricing Engine
Price your products and services any way you want, from conditional/formula pricing to price books or volume pricing. Use GleanQuote's rule based pricing engine to eliminate the need for complicated, uncontrolled spreadsheets that won't scale as you grow.
Quote / Proposal Generation
Use GleanQuote's drag and drop template builder to create unlimited custom templates that make it easy for your team to quickly generate quotes and proposals. Use conditional rules to steer your team into the right proposal template and the right products and content for every deal.
Discounts, Margins and Content Control
Install guardrails and barriers to over-discounting or editing legal terms with custom user permissions, approval rules and content locking.
Customer Choice
Give your customers a choice of solutions by making line items optional and multiple choice. Your customer can choose different options and the price totals are updated automatically. This is great for Good/Better/Best and CrossSell strategies.
Funcionalidad de la aplicación
Datos compartidos
Accounts | ||
Activity | ||
Contact Activity | ||
Contacts | ||
Opportunities | ||
Proposals | ||
Quote Data | ||
Quote Products | ||
Recipients | ||
Recipients |
Valoraciones
4,7
19
4,7
19
- 8 de ago. de 2025
Muy flexible
Muy buena. Mucha flexibilidad. Fácil de gestionar
Flexibilidad
A veces falla un poco, pero se arregla rápido
Dew, S.
- 10 de abr. de 2025
Gran solución CPQ para HubSpot
GleanQuote CPQ ha sido una gran adición a nuestra pila de tecnología, ya que el sistema de cotización integrado no funciona para nuestro negocio. La posibilidad de personalizar las plantillas de cotización, los productos, los precios, etc. ha sido genial, aunque hay que estar preparado para hacer mucho trabajo por adelantado, a menos que ya se tenga un archivo csv con todos los datos. Dicho esto, el producto funciona como debe y el equipo siempre responde con rapidez y atiende las llamadas cuando es necesario.
Personalizable para adaptarse a sus necesidades, tiempo de respuesta rápido del equipo de soporte, la integración con HubSpot es sólida
Para nuestra empresa, la falta de ciclos de facturación de 28 días
Watkins, I.
Complete (Per User)
55 US$
/mesAdvanced CPQ and Proposal Generation
Product and Service Catalog
Product Selectors
Custom Fields
Subscription Pricing
Cost and Margin Tracking
Inventory Tracking
Drag and Drop Template Builder
Unlimited ESign
Approval Rules
Discount Controls
Interactive Proposals
Custom User Permission Roles
Formula and Conditional Pricing
Percent of Total Pricing
Price Lists
Volume Pricing
Conditional Configuration Rules
Configurable Bundles
Product Options
Product Rules
Price List Rules
Template Rules
Advanced Analytics
Dealer Portal
API Access
Complete (Per User)
55 US$
/mesAdvanced CPQ and Proposal Generation
Product and Service Catalog
Product Selectors
Custom Fields
Subscription Pricing
Cost and Margin Tracking
Inventory Tracking
Drag and Drop Template Builder
Unlimited ESign
Approval Rules
Discount Controls
Interactive Proposals
Custom User Permission Roles
Formula and Conditional Pricing
Percent of Total Pricing
Price Lists
Volume Pricing
Conditional Configuration Rules
Configurable Bundles
Product Options
Product Rules
Price List Rules
Template Rules
Advanced Analytics
Dealer Portal
API Access
* El precio que aparece aquí es solo para fines de visualización. Los precios no incluyen impuestos, incentivos, descuentos u otras variables. Debes comunicarte con nuestro partner para obtener la información de precios más actualizada y correcta. HubSpot no se hace responsable de los precios que proporcionan nuestros partners. Precios actualizados por última vez: 13/11/2024
Más información
Desarrollado por - GleanView
Instalaciones - Más de 100 instalaciones
Categorías Idiomas en los que está disponible esta aplicación Inglés
Nuevas llegadas
Worldpay Payments
Acepte sin problemas pagos de comercio electrónico, terminales…
SuperFunnel
El puente automatizado entre tus embudos y tu pipeline de HubSpot.
