GleanQuote CPQ
interactive features

GleanQuote CPQ

by GleanView

interactive features
interactive features

Make Complex Quoting and Proposals Easy in Pipedrive GleanQuote helps teams that have configuration, pricing and proposal generation challenges.

Manage contracts

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot


Product / Service / Bundle Configuration

  • 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 Templates

Pricing Engine for Complex Pricing

  • Price Books / Price Lists to Manage Pricing and Discounts for Groups
  • Cost Plus Pricing
  • % of Total Pricing
  • Recurring Pricing
  • Formula / Conditional Pricing
  • Volume Pricing (Volume, Tiered, Block)
  • Margin / Discount Controls

Proposal Automation

  • Drag and Drop Custom Template Builder
  • Unlimited Custom Templates
  • Content Locking to Prevent User Editing
  • Content Library for Reusable Proposal Snippets or Supporting Sales / Marketing Content
  • 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
  • Customer Choice - Interactive Quotes with Add-Ons / Upsells
  • Conditional or Dynamic Terms / Content
  • Multi-Condition Approval Rules
  • Collaboration Deal Space
  • Multi-Language

Flexible Integration Settings

  • Manage Product Library in GleanQuote or Pipedrive
  • Start/Edit New Quotes/Proposals Directly from Pipedrive Company / Deal
  • All Proposal Activity synced from GleanQuote to Pipedrive
  • Line Items synced from GleanQuote to Pipedrive Deal
  • Pipedrive fields autofilled into GleanQuote Proposals




Instantly see and interact with GleanQuote CPQ as you dive into the details of your deals/contacts in Pipedrive.


Locations:organization detailsdeal details



Kick off related actions in GleanQuote CPQ as you work with your deals, contacts and/or activities in Pipedrive.

View GleanSpace

New Proposal

Locations:organization detailsdeal details

Edit Proposal

Installation instructions

Installing the GleanQuote app for Pipedrive is easy.

  1. Create an account with GleanQuote (if you don't already have one Register Here
  2. Go to the Pipedrive Marketplace and search for GleanQuote
  3. Install the app and follow these detailed instructions

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