GleanQuote CPQ
Advanced Configure Price Quote (CPQ) for Complex Quoting
Requisiti
Piano HubSpot Funziona con tutti i piani HubSpot Scopri di più Autorizzazioni dell'account HubSpot - Visualizza le autorizzazioni dell'account richieste
Abbonamento GleanQuote CPQ - Piano Complete (Per User)
Panoramica
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
Funzionalità
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.
Funzionalità dell'app
Dati condivisi
Accounts | ||
Activity | ||
Contact Activity | ||
Contacts | ||
Opportunities | ||
Proposals | ||
Quote Data | ||
Quote Products | ||
Recipients | ||
Recipients |
Recensioni
4,7
19
4,7
19
- 8 ago 2025
Molto flessibile
Molto bene. Molta flessibilità. Facile da gestire
Flessibilità
A volte presenta qualche problema, ma viene risolto rapidamente.
Dew, S.
- 10 apr 2025
Ottima soluzione CPQ per HubSpot
GleanQuote CPQ è stata una grande aggiunta al nostro stack tecnologico, poiché il sistema di quotazione integrato non funziona per la nostra attività. La possibilità di personalizzare i modelli di preventivo, i prodotti, i prezzi, ecc. è stata fantastica, anche se bisogna prepararsi a fare un sacco di lavoro pesante in anticipo, a meno che non si disponga già di un file csv con tutti i dati. Detto questo, il prodotto funziona come dovrebbe e il team è sempre pronto a rispondere e a chiamare in caso di necessità.
Personalizzabile per adattarsi alle vostre esigenze, tempi di risposta rapidi da parte del team di supporto, integrazione solida con HubSpot
Per la nostra azienda, la mancanza di cicli di fatturazione a 28 giorni
Watkins, I.
Complete (Per User)
55 USD
/meseAdvanced 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 USD
/meseAdvanced 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
* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 13/11/2024
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