GleanQuote Features
Platform (12)
Custom Branding
Custom branding can be applied through signature process
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Performance and Reliability
Integration APIs
To which systems have you integrated this product
CRM Integration
CRM integration is flexible and easy to maintain 11 reviewers of GleanQuote have provided feedback on this feature.
Integration API
System provides API's that can be used to easily integrate to financial and other 3rd party systems
Internationalization
System support multiple currencies and languages to enable business in multiple countries
Scalability
Based on 10 GleanQuote reviews. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers
Reporting and Dashboards
Based on 10 GleanQuote reviews. Easily generate desired reports and dashboard on configurations, pricing, and quoting
ERP Integration
ERP integration is flexible and easy to maintain
Signature Process (8)
Document Signing
Allows signor to easily and intuitively sign documents
Reminders and Expirations
Reminds signors of documents that are waiting to be signed and document expiration dates
Sign-In Process
Process of authenticating is secure and seemless
Mobile Signatures
User can easy send and sign documents on mobile devices
Signature Workflow
Sendor/Adminstrators can easily set up and track documents through multiple signature steps
Bulk Digital Signatures
Send documents requiring signature to 1000's of signers at once
Reporting
Provides standard reports and easy creation of custom reports to manage signature process
Signature Document Creation
Easy to create signature blocks on all required electronic document types/formats
Security and Scalability (3)
Regulatory Compliance
Meets required regulartory compliances
Signature History and Audit
Tracks all document signing history to comply with required regulations
Enterprise Scalability
Provides features to allow scaling for large organizations
Configuration - cpq (4)
Product Catalog
Based on 11 GleanQuote reviews. Allows users to search, filter, sort and select items to be added to quote
Guided Selling
Based on answering questions about customers the configurator automatically selects the best fit products
Configuration Rules
Rules ensure that users select only compatible options and that all required items are included 10 reviewers of GleanQuote have provided feedback on this feature.
Price Configuration
Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price 11 reviewers of GleanQuote have provided feedback on this feature.
Pricing (6)
Pricing Flexibility
As reported in 11 GleanQuote reviews. Ability to support multiple pricing models for one-time, recurring, and other items
Discounting
Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements 11 reviewers of GleanQuote have provided feedback on this feature.
Commerical Rules
Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations 10 reviewers of GleanQuote have provided feedback on this feature.
Terms and Conditions
As reported in 11 GleanQuote reviews. Ensure that users automatically include the right terms based on items being quoted
Approval Workflow
Based on 10 GleanQuote reviews. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly
Renewals
Allows users to renew existing contracts based on contracted pricing and existing assets already owned
Quoting (4)
Grouping
As reported in 11 GleanQuote reviews. Ability to easily group items on quotes; apply and manage discounts and pricing by group
Quote Document Generation
Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) This feature was mentioned in 11 GleanQuote reviews.
Ordering
Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
Contracts
Ability to convert accepted quotes into contracts; set up of required assets and contracts This feature was mentioned in 10 GleanQuote reviews.
Admin (4)
Configuration Ease of Admin
As reported in 11 GleanQuote reviews. Easily build and maintain configurator; flexibility to easily embed all desired business logic
Pricing Administration
Can easily build and maintain pricing logic required by business 11 reviewers of GleanQuote have provided feedback on this feature.
Workflow Management
Easily build and maintain workflows, misc commercial fields, commercial rules This feature was mentioned in 11 GleanQuote reviews.
Document Management
Based on 11 GleanQuote reviews. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs
Channels (2)
Mobile User Support
As reported in 10 GleanQuote reviews. Supports users working on a mobile devide (phone and/or tablet)
Channel Partner Support
Provides functionality for channel partners to configure, price, quote and buy products in a self service environment
Generative AI - cpq (3)
Dynamic Quoting
Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior
Dynamic Pricing
Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors
Personalized Sale Recommendations
Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs
Agentic AI - E-Signature (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Document signing plays an important role within the contract management process. Learn more about document signing and how it is used by industry professionals, along with other helpful information on the benefits of document signing.
Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process.

