PortalXpand: Portal vs GleanQuote CPQ | — Salesforce

PortalXpand vs GleanQuote CPQ | Configuration, Pricing, Quotes and Proposals

Side-by-side comparison · 24 data points

PortalXpand

5.0·2reviews

A platform-as-a-service(PaaS) solution that is ready to integrate, fully configurable, and secure. A centralized platform for your stakeholders to engage, manage activities, and increase collaboration.

salesforcepaid

Change

1. Listing metadata

Field-level data

	PortalXpand	GleanQuote CPQ \| Configuration, Pricing, Quotes and Proposals
Tagline	“A platform-as-a-service(PaaS) solution that is ready to integrate, fully configurable, and secure. A centralized platform for your stakeholders to engage, manage activities, and increase collaboration.”201 chars	“GleanQuote helps complex product manufacturers and sellers that have configuration, pricing and proposal generation challenges. Our CPQ software is easy to implement and even easier to use and integrates seamlessly with Salesforce.”231 chars
Description	1182 / 2000 chars59% used	1102 / 2000 chars55% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	CRMJetty	GleanQuote
Listed	April 13, 2023	March 28, 2022

At a glance

8 metrics · auto-computed

Feature comparison between PortalXpand: Portal Solutions for partners, customers & more and GleanQuote CPQ | Configuration, Pricing, Quotes and Proposals
Metric	PortalXpand: Portal Solutions for partners, customers & more	GleanQuote CPQ \| Configuration, Pricing, Quotes and Proposals
Rating	5.0 ★	—
Total reviews	2	0
Free plan	—	—
Pricing	paid	paid
Pricing tiers	★ 2 tiers	1 tier
Listed features	★ 9	4
Languages	1 supported	1 supported
Listed since	Apr 2023	Mar 2022

Last updated	—	—

3. Features

As listed by each developer

PortalXpand

Built Natively on Salesforce Work with Salesforce data in real-time, without duplication or sync hassles, while maintaining all platform-level security and access controls.
Configure Without Coding Launch and evolve your portal quickly using drag-and-drop builders that let you shape pages, forms, and workflows without dependency on developers.
Interactive Data Views Present Salesforce records in dynamic tables, cards, and filterable lists to help users find and act on information more efficiently.
Secure Access for Every User Type Ensure the right people see the correct data by leveraging existing Salesforce roles, profiles, and record-level sharing rules.
Go-Anywhere Mobile Experience Provide field teams, partners, and external stakeholders with a branded mobile app to stay connected and productive on the move.
Automated Workflows That Scale Trigger Salesforce flows, approvals, alerts, and updates directly from portal interactions to simplify processes and reduce manual effort.
Instant Business Insight Track progress through real-time dashboards sourced from Salesforce reports, enabling teams to make informed decisions more quickly and effectively.
Global & Multi-Brand Ready Support multiple brands, countries, and languages through a single portal framework, ensuring consistency with localized experiences.
Plug into Your Digital Ecosystem Connect your portal with payments, document storage, finance, and support systems to deliver a seamless end-to-end user experience.

GleanQuote CPQ | Configuration, Pricing, Quotes and Proposals

CONFIGURE - Product Catalog with Unlimited Custom Fields - Guided Product Selection with Embedded Sales Tips - UpSell / Cross Sell - Configurable Products and Bundles - Conditional Product Options - Inventory Tracking - Product Rules
PRICE - Formula and Conditional Pricing - Recurring Pricing - Volume, Tiered and Block Pricing - Cost Plus Markup Pricing - Rule Based Price Books ( Easier to Manage) - Contract Price Book (Account Specific Pricing) - Multi-Currency
QUOTE / PROPOSE - Drag and Drop Template Builder - Unlimited Custom Templates - HTML and PDF Document Generator and E-Sign - Customer Choice Optional Items - Discount Permissions / Approval Rules - Collaboration Deal Space - Multi-Language
DEALER / PARTNER PORTAL - Enable a branded self-service portal for dealers and partners to login and create custom complex quotes using their assigned price list - Easily share content like product specs, brochures and videos with partners

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	PortalXpand	GleanQuote CPQ \| Configuration, Pricing, Quotes and Proposals
push or pull	Not ranked	#5
partner data	#8	Not ranked
partner ecosystem	#9	Not ranked
partner	#10	Not ranked
easy sign	Not ranked	#22

6. App details

Long-form description · keyword frequency

PortalXpand

CRMJetty’s Salesforce Portal for Customer, Partner, PRM & more is a Platform-as-a-Service (PaaS) and ready-to-integrate solution that enables businesses to build, configure, and streamline their business ecosystem. As we know, stakeholders are vital to running and scaling any business successfully. With CRMJetty’s Salesforce Portal, you can enhance your stakeholders’ overall experience. Primary use cases: Task/Project Management Complete Content Management Partner On-boarding & Training Partner Enablement Deal Registrations / Lead sharing Order Management and Tracking Document Sharing and Management Advanced Case Management with Deflection Knowledge Base Support Visible Benefits: No hidden cost Unlimited Portal Logins Customizable access Secure Integration with CRM Mobile-Friendly Interface Technical Capabilities: Unlimited Portal Pages Role-based Access Access to All CRM Objects Single Sign-On List, Form, Page Builders Advanced data widgets CSS/JS Editor Dashboards Custom Workflow Management Want to streamline your partner's activities? Just contact us, and we will take care of the rest! Check us out here: https://www.crmjetty.com/salesforce-partner-portal/

Top keywords

management6×3.85%
portal4×2.56%
access3×1.92%
crmjetty3×1.92%
partner3×1.92%
advanced2×1.28%
business2×1.28%
crm2×1.28%
crmjetty s salesforce2×1.28%
salesforce2×1.28%
salesforce portal2×1.28%
sharing2×1.28%

GleanQuote CPQ | Configuration, Pricing, Quotes and Proposals

Make Complex Quotes and Proposals Easy in Salesforce - Increase Sales and Margins - Decrease Time and Mistakes Configure and price perfect solutions for your customers with Configure-Price-Quote (CPQ) that is easy to implement and flexible enough to handle even the most complex product or service. Easily create personalized, interactive web page proposals that showcase your quote by including videos, product images and other rich media and even can allow your customers to choice optional add-ons or upsells before signing. Make it easy for your customers to say yes by putting everything they need to make a decision in one digital deal space and allowing them to E-sign/E-pay from anywhere, on any device at any time. Seamless integration with Salesforce automatically pulls account/contact/opportunity information (and even line items if you choose) directly into your GleanQuote proposal. Tracking information about how your customers engage with your proposals is pushed back into Salesforce, along with updates to the Opportunity Stage and Amount, and a PDF copy of the signed proposal.

Top keywords

customers4×2.34%
even3×1.75%
proposals3×1.75%
salesforce3×1.75%
complex2×1.17%
information2×1.17%
opportunity2×1.17%
product2×1.17%

Frequently asked

Common questions about this comparison

Is PortalXpand: Portal Solutions for partners, customers & more or GleanQuote CPQ | Configuration, Pricing, Quotes and Proposals cheaper?

Both PortalXpand: Portal Solutions for partners, customers & more and GleanQuote CPQ | Configuration, Pricing, Quotes and Proposals offer paid plans only. PortalXpand: Portal Solutions for partners, customers & more starts at paid; GleanQuote CPQ | Configuration, Pricing, Quotes and Proposals starts at paid. Compare the per-tier features in the Pricing section above before committing.

Should I choose PortalXpand: Portal Solutions for partners, customers & more or GleanQuote CPQ | Configuration, Pricing, Quotes and Proposals?

AppRanks cannot separate these two on rating, because neither publishes one. PortalXpand: Portal Solutions for partners, customers & more does carry the larger published review base (2 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, PortalXpand: Portal Solutions for partners, customers & more or GleanQuote CPQ | Configuration, Pricing, Quotes and Proposals?

Both apps are one-click installs from the Salesforce AppExchange. PortalXpand: Portal Solutions for partners, customers & more has the deeper published review base (2 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

PortalXpand: Portal Solutions for partners, customers & more typically suits early-stage and growth-mode teams based on its published review base (2 reviews). GleanQuote CPQ | Configuration, Pricing, Quotes and Proposals typically suits early-stage and growth-mode teams based on its published review base (0 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

PortalXpand vs GleanQuote CPQ | Configuration, Pricing, Quotes and Proposals

PortalXpand

1. Listing metadata

GleanQuote CPQ | Configuration, Pricing, Quotes and Proposals

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. App details

Frequently asked

Is PortalXpand: Portal Solutions for partners, customers & more or GleanQuote CPQ | Configuration, Pricing, Quotes and Proposals cheaper?

Should I choose PortalXpand: Portal Solutions for partners, customers & more or GleanQuote CPQ | Configuration, Pricing, Quotes and Proposals?

Which is faster to set up, PortalXpand: Portal Solutions for partners, customers & more or GleanQuote CPQ | Configuration, Pricing, Quotes and Proposals?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

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