GleanQuote

What do you like best?

This past month I've vetted various quotes programs and GleanQuote has, by far, been the best proposal program I've used to date. I've never encountered a program more user-intuitive. One day into my trial run and I was pretty familiar with all the features you can use. The team I work with has multiple types of customers with different pricing, so we were looking for a program that's extremely flexible while still being able to store product data (such as spec sheets, product detail, and images) that doesn't change as frequently. There are various ways to set up your items and customized fields to input specific information. I love that you can set up layout and product templates for different types of quotes, but edit the layout per proposal with the drag-and-drop feature. Pricing is pretty fair in my opinion, and for its features, it's a steal.

All in all, I highly recommend GleanQuote.

What do you dislike?

I would want the software to have a feature to turn off pricing on the quote if needed. This is an update they are already working on, so it's not really a dislike.

Recommendations to others considering the product:

If you're looking for a CRM or complex sales program, this may not be for you (however there are compatible 3rd party CRM programs and purchase softwares you can integrate with it). But if you're looking for something to make your quotes/proposal clean, clear, and user-intuitive, then you've hit the goldmine.

I've had the pleasure of working with Dennis, who is very communicative and flexible with working with me and my colleagues. He's not extremely pushy or pressuring, and does his best to find the perfect solution for you. His demos are concise but very detailed, and I appreciate that he does not waste my time. Make sure you ask for him!

What problems are you solving with the product? What benefits have you realized?

Our quotes used to be a block of text, which required our designers to do their own research on the product, or I would have to send multiple PDFs on an email. I since moved to using Excel, but each time I made a new quote, I'd have to input information again, and sometimes it'd take hours to finish. GleanQuote has made it extremely easy to revise per quote while still being able to store product data (such as spec sheets, product detail, and images) that doesn't change as frequently.