GleanQuote Integration with Salesforce

Make Complex Quoting in Salesforce Easy with GleanQuote

"GleanQuote is a Great product with an amazing support team.

We were looking for a better way to provide quotes and estimates to our customers.

GleanQuote provides us with a mobile estimating and quoting product that is user-friendly and cost-efficient.

We were able to customize and format to meet our specific needs.

Using Customer Choice, Add-Ons with UpSell and Cross-Sell allows us to get it right for each customer and increase sales!"

Meggin McDermott Bradley

VP, Alternate Power Solutions

Manage GleanQuote Proposals and Quotes Directly from Salesforce

Start and Edit proposals and quotes directly from any Salesforce Opportunity or Account Page.
Instantly connects Account, Contact, and Deal data for mapping as variables.

Import Salesforce Opportunity Products into GleanQuote Quote Tables

Import products directly into GleanQuote when creating a new quote or proposal.
Use GleanQuote to Configure, Price, Bundle or UpSell/CrossSell.

Manage Products in Salesforce or GleanQuote or Both

Manage your products in Salesforce and configure in GleanQuote.
Manage your products in GleanQuote and sync back to Salesforce.
Customized integration settings to achieve the right set up for your company.

All Proposal and Quote Activity Synced to Salesforce

Proposal and quote views and completions are automatically synced to Salesforce.
Activity can be used in the Opportunity and associated contacts.
Opportunity amount and stage can be updated automatically in Salesforce.