GleanQuote CPQ
Advanced Configure Price Quote (CPQ) for Complex Quoting
Exigences
Abonnement HubSpot Autorisations de compte HubSpot - Afficher les autorisations de compte requises
Abonnement à GleanQuote CPQ - Abonnement : Complete (Per User)
Vue d'ensemble
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
Fonctionnalités
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.
Fonctionnalité de l'application
Données partagées
Accounts | ||
Activity | ||
Contact Activity | ||
Contacts | ||
Opportunities | ||
Proposals | ||
Quote Data | ||
Quote Products | ||
Recipients | ||
Recipients |
Avis
4,7
19
4,7
19
- 8 août 2025
Très flexible
Très bien. Beaucoup de flexibilité. Facile à gérer
Flexibilité
Parfois, il y a des problèmes, mais ils sont résolus rapidement.
Dew, S.
- 10 avr. 2025
Une excellente solution CPQ pour HubSpot
GleanQuote CPQ a été un excellent ajout à notre pile technologique, car le système de devis intégré ne fonctionne pas pour notre entreprise. La possibilité de personnaliser les modèles de devis, les produits, les prix, etc. a été très utile, mais il faut se préparer à faire beaucoup de travail au départ, à moins que vous n'ayez déjà un fichier csv avec toutes vos données. Cela dit, le produit fonctionne comme il se doit et l'équipe est toujours prompte à répondre et à passer un coup de fil en cas de besoin.
Personnalisable pour répondre à vos besoins, temps de réponse rapide de l'équipe d'assistance, intégration solide avec HubSpot
Pour notre entreprise, l'absence de cycles de facturation de 28 jours
Watkins, I.
Tarification
Complete (Per User)
55 $US
/moisAdvanced 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
/moisAdvanced 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
* Les prix mentionnés ici sont uniquement présentés à titre indicatif. Tous les prix n'incluent pas les taxes, les offres spéciales, les réductions ni les autres facteurs pouvant affecter les tarifs. Vous devez contacter le partenaire pour obtenir les tarifs les plus récents. HubSpot n'assume aucune responsabilité pour les informations de tarification fournies par ses partenaires. Dernière mise à jour des prix : 13/11/2024
Informations supplémentaires
Créé par - GleanView
Installation - 100+ installations
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