Switching from GleanQuote?
Switching from GleanQuote to PandaDoc gives users a more efficient way to create and manage sales documents. Use the PandaDoc drag-and-drop document editor to draft better proposals, customizable contracts, and enhanced sales agreements to your sales pipeline in minutes while keeping costs down.
|Send Proposals, Quotes and Contracts|
|Product and Pricing Catalog|
|Electronic Signature Capture|
|Automatic Email Reminders|
|Secure Document Storage|
|User Roles and Permissions|
|Flexible Pricing Options||Limited|
Improve your sales process with our easy-to-use document editor
GleanQuote is built around a proposal builder. This software allows you to add your products and customer data into specific fields which are then automatically transformed into proposal web pages. PandaDoc gives users unparalleled flexibility when creating sales documents by providing an easy-to-use drag-and-drop document editor to help you build customizable proposals in real time. Send your customers more professional proposals by using more flexible software.
Go beyond GleanView and Salesforce integrations
Even though GleanQuote can be used as a standalone software, external integrations are limited to Salesforce, Stripe, and a few other products. PandaDoc users enjoy better integration options. We provide native integrations with today’s leading CRM systems and, using Zapier, users can integrate to 1500+ apps in just a few clicks.
Professional proposals at a better price
While GleanQuote offers simplified pricing, they require a two-user minimum billed annually at $98/month. For freelancers and small business owners, that may be a steep price for a professional proposal software. For small use cases, PandaDoc offers an Individual plan ($9/month), and small business users may find that our Business plan ($49/month) is better suited for their needs.
Streamline your proposal process with even more templates
While GleanQuote offers some basic templates to help users get started, the template selection is nowhere near the 400+ customizable template options that are accessible anytime to PandaDoc users. We keep updated templates on file to help you manage your sales process. Simply load the template into the PandaDoc editor, make any required changes, and send the document to clients. You’ll receive an email notification as soon as they open it so that you can follow up.
Centralize your customer interactions
GleanQuote focuses on how to automate your sales quotes and proposal process. PandaDoc helps you do that, but also maintains focus on your customer interactions. Using PandaDoc, sales teams and clients can collaborate together on sales documents to ensure positive outcomes for everyone. Customers can leave inline comments directly on sent documents, which helps your sales team quickly follow up and resolve issues to move the sales process forward.
PandaDoc is a better proposal management software
Import old sales quotations, contracts, and agreements
While you can import customer data to GleanQuote, you’ll need to rebuild your sales documents from scratch using the proposal builder. PandaDoc understands that users have forms and documents from past transactions and allows you to upload them to the document editor. We offer native integrations with Google Drive, Box, and Dropbox to make document uploads simple and easy. You can also upload documents without integrations by selecting the preferred file using the PandaDoc upload tool.
Personalize your proposal process with a brand kit and content library
Like GleanQuote, PandaDoc provides a content library to help streamline your proposal process. Upload your favorite images so that you can quickly add them to your documents. PandaDoc acts as a project management software in this regard by allowing unlimited storage for users who want to manage their robust content library and sales documentation all on a single platform.
Secure legally-binding eSignatures every time
Like GleanQuote, PandaDoc allows users to capture secure legally-binding electronic signatures when sending documents. All eSignatures captured through PandaDoc are UETA and Federal ESIGN Act Compliant. Following our process, you’ll know that signatures captured on PandaDoc documents are valid, should legal disputes arise.
Build an extensive product catalog
GleanQuote makes it easy to manage your product catalog or service offering through a series of tables. This can be essential for eCommerce brands, which is why PandaDoc users enjoy similar functionality. Add items manually or import them in bulk to your PandaDoc account. Use custom fields and upload images to make your products stand out. When you need to add them to your quote, simply add a product table and start typing to add them to your document. You can even add custom products and pricing on the fly.
Manage your sales documents with ease
GleanQuote uses an account-based structure and CRM to help you store and retrieve customer contracts. PandaDoc takes a similar approach. Using PandaDoc as a standalone product, you’ll be able to easily manage your accounts and sales documents from within the PandaDoc dashboard. However, we realize that many organizations prefer to keep contact information within their CRM system. That’s why we offer an extensive set of integrations.
Use our mobile app to access your documents from any device
Your documents should be accessible while you’re on the go. While GleanQuote gives users the ability to access their sales documents from any device, you’ll need to use a web browser to make it happen. PandaDoc offers a fully-optimized mobile app to access, manage, and modify documents in real time. Combined with email notifications, document analytics, and tracking tools, it’s easy for PandaDoc users to stay informed on changes in their sales pipeline.
Support when you need it
An unanswered question can cause a work stoppage. When you’re trying to automate and optimize your sales process, that’s a problem. With GleanQuote by GleanView, you can submit a help request and wait for a response. For PandaDoc users, asking for help is as simple as opening a chat window. We offer 24/7 live chat support for all users, regardless of their plan selection, so that you can get answers and get back to work.