GleanQuote Integration With HubSpot

Make Complex Quoting and Proposals Easy

"GleanQuote proposals have a very professional look and the flexibility to help us expand our business and increase sales. GleanQuote integrates very well with HubSpot, and the configuration functionality cuts down quote compilation time and improves accuracy. In terms of GleanQuote support it was excellent. Dennis and the team at GleanQuote were very knowledgeable, reliable, and were very quick to respond to any questions we had during implementation.

We implemented GleanQuote when we launched HubSpot to add features such as Product Bundling and Customer Choice Proposals. The Product Media library that allows customers to see images, watch videos or download spec sheets directly from the proposal is best in class."

Cameron Dell

Chief Operating Officer

Manage GleanQuote Proposals and Quotes Directly from HubSpot

Start and edit proposals and quotes directly from any HubSpot deal.
Seamless user experience inside HubSpot.

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.