GleanQuote CPQ
Advanced Configure Price Quote (CPQ) for Complex Quoting
Requisitos
Plano da HubSpot Permissões da conta da HubSpot - Ver permissões de conta necessárias
Assinatura GleanQuote CPQ - Complete (Per User) plano
Visão geral
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
Recursos
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.
Funcionalidade do aplicativo
Dados compartilhados
Accounts | ||
Activity | ||
Contact Activity | ||
Contacts | ||
Opportunities | ||
Proposals | ||
Quote Data | ||
Quote Products | ||
Recipients | ||
Recipients |
Avaliações
4,7
19
4,7
19
- 8 de Ago de 2025
Muito flexível
Muito bom. Muita flexibilidade. Fácil de gerenciar
Flexibilidade
Às vezes, há algumas falhas, mas elas são corrigidas rapidamente
Dew, S.
- 10 de Abr de 2025
Ótima solução de CPQ para a HubSpot
O GleanQuote CPQ tem sido um ótimo complemento para nossa pilha de tecnologia, pois o sistema de cotação integrado não funciona para nossa empresa. A capacidade de personalizar os modelos de cotação, os produtos, os preços etc. tem sido excelente, embora você deva estar preparado para fazer muito trabalho pesado no início, a menos que já tenha um arquivo csv com todos os seus dados. Dito isso, o produto funciona como deveria e a equipe é sempre rápida em responder e atender a uma chamada quando necessário.
Personalizável para atender às suas necessidades, tempo de resposta rápido da equipe de suporte, a integração com a HubSpot é sólida
Para nossa empresa, a falta de ciclos de faturamento de 28 dias
Watkins, I.
Complete (Per User)
US$ 55
/mêsAdvanced 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
/mêsAdvanced 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
* O preço aqui é apenas para fins de exibição. Todos os preços não incluem impostos, incentivos, descontos ou outras variáveis de preços. Você deve entrar em contato com o parceiro para obter informações mais atualizadas e precisas. A HubSpot não se responsabiliza por essas informações de preços, que são fornecidas pelos nossos parceiros. Preços atualizados pela última vez: 09/08/2025
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