GleanView

Description

Simplify Your Team’s Proposal Process

Make it Easy for Your Team to Build Proposals
Create a library of templates, images and saved content sections that can be accessed by your team to speed up proposal creation. Create unlimited custom templates. Control who can create / edit templates and lock approved content sections to eliminate mistakes.

Build Stunning Quotes/Proposals in Minutes
Use our drag and drop visual builder to create professional proposals and sales quotations that are automatically transformed into unique web pages for viewing and e-signing by your customers. Proposals can be autofilled with data from your CRM.

Make Complex Pricing Easy
Advanced pricing engine handles virtually any pricing model and product configuration. Fast and flexible quote builder enables complete control over quote formatting and presentation.

Products and product options catalog
Multiple price lists and customer specific pricing
Discounting controls
Attribute based pricing
Volume pricing
Product bundles
% of total pricing
Cost / Margin calculations at the product and quote level