GleanQuote CPQ
Advanced Configure Price Quote (CPQ) for Complex Quoting
요구 사항
HubSpot 요금제 모든 HubSpot 플랜에서 작동 자세히 알아보기 HubSpot 계정 권한 - 필수 계정 권한 보기
GleanQuote CPQ 구독 - Complete (Per User) 플랜
개요
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
기능
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.
앱 기능
공유 데이터
Accounts | ||
Activity | ||
Contact Activity | ||
Contacts | ||
Opportunities | ||
Proposals | ||
Quote Data | ||
Quote Products | ||
Recipients | ||
Recipients |
리뷰
4.7
19
4.7
19
- 2025년 8월 8일
매우 유연함
아주 좋습니다. 유연성이 뛰어납니다. 관리하기 쉬움
유연성
때때로 약간의 결함이 있지만 빠르게 수정됩니다.
Dew, S.
- 2025년 4월 10일
HubSpot을 위한 훌륭한 CPQ 솔루션
내장된 견적 시스템이 저희 비즈니스에 적합하지 않았기 때문에 GleanQuote CPQ는 저희 기술 스택에 큰 도움이 되었습니다. 견적 템플릿, 제품, 가격 등을 사용자 지정할 수 있는 기능은 훌륭했지만, 모든 데이터가 포함된 CSV 파일이 없다면 미리 많은 작업을 수행해야 합니다. 그렇긴 하지만 제품은 제대로 작동하며 팀에서는 항상 신속하게 대응하고 필요에 따라 전화를 걸어줍니다.
필요에 맞게 사용자 정의 가능, 지원팀의 빠른 응답 시간, HubSpot과의 통합이 견고합니다.
저희 회사의 경우 28일 청구 주기가 부족합니다.
Watkins, I.
가격 책정
Complete (Per User)
US$55
/월Advanced 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)
US$55
/월Advanced 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
* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2024.11.13.
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