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GleanQuote CPQ

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GleanQuote CPQ

Advanced Configure Price Quote (CPQ) for Complex Quoting

Bygget av
GleanView
Installeringer
100+ installasjoner
Rangering

4,7

(19)

Logg på for å installereKrever GleanQuote CPQ-abonnement

Krav

HubSpot-abonnement
HubSpot-kontotillatelser
Vis nødvendige kontotillatelser
GleanQuote CPQ-abonnement
Complete (Per User)-abonnement

Oversikt

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

Funksjoner

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.

Appfunksjonalitet

Delt data
Datakilde
Synkroniseringsretning
I HubSpot
I HubSpot

Accounts

Selskaper

Selskaper

Activity

Tidslinje

Tidslinje

Contact Activity

Tidslinje

Tidslinje

Contacts

Kontakter

Kontakter

Opportunities

Avtaler

Avtaler

Proposals

Avtaleegenskaper

Avtaleegenskaper

Quote Data

Avtaleegenskaper

Avtaleegenskaper

Quote Products

Produkter

Produkter

Recipients

Kontakter

Kontakter

Recipients

Kontaktegenskaper

Kontaktegenskaper

Mer informasjon om delte data

GleanQuote includes a robust and complete field mapping tool as well as custom field creation. You can bring over any User, Customer, Contact, or Deal data to use in a Proposal or Quote. Information such as Deal Total or even Deal Line Items (Products) can sync back into HubSpot directly from the proposal when it is sent or completed.

Gjennomganger

Gjennomsnittlig vurdering

4,7

Basert på 19 vurderinger


Totalt antall gjennomganger

19

Antall gjennomganger gjennom tidene


5
89 % fullført
89 %
4
6 % fullført
6 %
3
0 % fullført
0 %
2
0 % fullført
0 %
1
5 % fullført
5 %

Gjennomsnittlig vurdering

4,7

Basert på 19 vurderinger

Totalt antall gjennomganger

19

Antall gjennomganger gjennom tidene

5
89 % fullført
89 %
4
6 % fullført
6 %
3
0 % fullført
0 %
2
0 % fullført
0 %
1
5 % fullført
5 %

Filtrer gjennomganger:

Sorter:


4/5
    8. aug. 2025

Very Flexible

Very good. Lots of flexibility. Easy to manage

Hva vil du gjøre?

Flexibility

Hva liker du ikke?

Sometimes a bit glitchy, but gets fixed quickly

  • Dew, S.


5/5
    10. april 2025

Great CPQ Solution for HubSpot

GleanQuote CPQ has been a great addition to our tech stack, as the built in quoting system doesn't work for our business. The ability to customize the quoting templates, products, pricing, etc. has been great - though be prepared to do a lot of heavy lifting up front unless you already have a csv file with all your data in it. That being said, the product works as it should and the team is always quick to respond and hop on a call as needed.

Hva vil du gjøre?

Customizable to fit your needs, fast response time from support team, integration with HubSpot is solid

Hva liker du ikke?

For our company, the lack of 28 day billing cycles

  • Watkins, I.


Complete (Per User)

USD 55

/måned

Advanced 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

Price is Per User and Billed Annually. $2500 one-time onboarding and set-up required

Complete (Per User)

USD 55

/måned

Advanced 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

Price is Per User and Billed Annually. $2500 one-time onboarding and set-up required

* Prissettingen her er kun for illustrasjonsformål. Prisene inkluderer ikke avgifter, insentiver, rabatter eller andre prissettingsvariabler. Kontakt partneren for å få oppdatert og riktig prissettingsinformasjon. HubSpot tar ikke ansvar for denne prissettingsinformasjonen, som gis av våre partnere. Prissetting sist oppdatert: 09.08.2025

Mer info

Bygget av
GleanView
Installeringer
100+ installasjoner
Kategorier
Språkene appen er tilgjengelig på
Engelsk

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