Built for the moment a discount needs a second signature
Most CRMs stop at the pipeline and hand quoting off to a bolted-on CPQ, a spreadsheet, or a Slack thread. Glime treats pricing and approvals as core CRM data — enforced by the server, not policed after the fact. Here's what that changes.
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Discounting works until it doesn't
A rep needs an exception on a deal. They message a manager, who approves over Slack or email. Nobody enforces the margin floor in the moment, and there's no single record of who approved what, when, or why. Finance finds the leakage weeks later, during the margin review — after the quote is signed and the revenue is booked.
Bolting a separate CPQ product onto the CRM doesn't fix this — it just moves the seam. Now pricing logic lives in one system, approval state in another, and a sync job keeps them (approximately) in agreement.
The usual path
Rep builds the quote in a spreadsheet → pastes a total into the CRM → DMs a manager for the exception → gets a thumbs-up emoji → sends the PDF. The approval lives in Slack. The margin floor lives in a policy doc nobody opened.
The Glime path
Rep configures the quote in the CRM → the server prices it and catches the 28% discount → it routes to the right approver with the reason attached → approval is recorded on the quote itself → the PDF can't be sent until it clears.
Five reasons revenue teams pick Glime
Each one comes from the same design decision: CPQ is not an add-on, it's how the CRM was built.
1. Approvals enforced by the server
Discount thresholds and margin floors are policy, not etiquette. A quote that breaks the rule can't be sent — it routes to the right approver automatically, with the reason attached.
2. CPQ built in, not bolted on
Quotes share the same database, permissions, and workflow engine as the rest of the CRM. Pricing recalculates live as reps configure — no export, no separate admin console, no sync lag.
3. One revenue cycle, seven objects
Accounts, Contacts, Leads, Opportunities, Quotes, Contracts, and Sales Orders in one place. A closed-won deal becomes a contract and an order without re-keying anything.
4. A full audit trail, by default
Every quote keeps its version history, v1 → vN — nothing is silently overwritten. Every approval, override, and price change is logged, so the margin review takes minutes, not a week.
5. Transparent pricing, no lock-in
Public per-seat pricing, no "contact sales" wall, and a one-click full data export whenever you want it. Easy to leave is what makes it safe to sign.
What "server-enforced" actually means
Four things happen between a rep changing a price and a customer seeing it. None of them depend on someone remembering the policy.
1. Price on the server
Every line recalculates server-side against the price book, volume tiers, and contracted rates. The browser never decides the number, so a stale tab can't quote last quarter's price.
2. Check the floor
Margin floors and discount thresholds are evaluated on the same request. A quote below the floor is flagged the moment the line changes — not at send time, and not by a nightly job.
3. Route the exception
Breaching a threshold opens an approval on the quote and routes it by tier — manager, then deal desk, then finance. The quote is locked for sending until the chain clears.
4. Write it down
Approvals, overrides, and price edits land in the audit log with actor, timestamp, before/after, and reason — attached to the quote version they belong to.
See the default approval ladder and what the server refuses →
How we think about approval chain design →
Native CPQ vs. a CPQ you bought separately
The difference isn't features — both will have a discount field. It's where the truth lives when the two systems disagree.
| When you… | CRM + separate CPQ | Glime (native CPQ) |
|---|---|---|
| Change a price rule | Update it in the CPQ admin console, wait for the sync, hope open quotes pick it up. | One price book. Every open quote reprices on next load. |
| Ask who approved a discount | Check the CPQ approval record, then reconcile it with the CRM opportunity stage. | It's a field on the quote, in the same audit log as the price change. |
| Revoke a rep's access | Two permission models, two admin screens, two chances to miss one. | One RBAC model covering accounts through sales orders. |
| Report on discount leakage | Export both systems, join on deal ID, explain the rows that don't match. | One query. Quotes and opportunities are rows in the same database. |
| Leave the vendor | Two exports, two formats, and quote history that often doesn't come. | One-click full export, quote versions included. |
What changes in practice
"Quote turnaround went from three days of spreadsheet ping-pong to about twenty minutes, and discounting finally has guardrails. The approval chain alone paid for the pilot."VP of Revenue Operations, mid-market manufacturer — design-partner pilot
Results from the Glime design-partner program; anonymized at the partners' request. Read the pilot stories → · Run the numbers for your team →
Built for procurement, not just demos
Everything your security team will ask for, published before they ask.
Security
Encryption at rest and in transit, RBAC, field- and row-level security, audit logging.
Trust center
Compliance status, SOC 2 roadmap, uptime history, and a security contact — one page.
GDPR & CCPA
Data export, right-to-delete, a public subprocessor list, and a signable DPA.
No lock-in
One-click full export and a published exit process. Easy to leave — so it's safe to sign.
Why Glime — the questions we get
Why not just use our CRM plus a separate CPQ tool?
You can — plenty of teams do. What you give up is the sync: two databases, two permission models, and a delay between "approved in CPQ" and "reflected in the CRM." Glime's quotes are CRM records, so there's nothing to keep in sync.
We don't discount that much. Is this still relevant?
The approval engine only fires when a quote crosses a threshold you define — if that's rare, it stays out of the way. Teams that don't discount heavily still use Glime for the shared Accounts → Sales Order pipeline and the millisecond pricing engine.
Can an admin just override the margin floor?
Only if you grant that permission, and never silently. Overrides are a named role with their own approval path, and every one is written to the audit log with the actor, the timestamp, the original price, and the reason given. The point isn't to make exceptions impossible — it's to make them visible. See how we think about discount governance.
Is this only for enterprise teams?
No — pricing starts at $19/seat/month and native CPQ is included from Enterprise up, but every plan starts with a free 14-day trial. See pricing for the full breakdown.
What happens to our existing quote history?
It comes with you. White-glove migration imports accounts, contacts, opportunities, and historical quotes from Salesforce, HubSpot, or Dynamics, and starts at $1,500 flat. Versioned quotes keep their version numbers so the audit trail stays continuous. See migration details.
How long does it take to get live?
The sandbox is the real product with sample data — open it with no signup. Most design partners were running real pipelines within a day. If you'd rather read first, the quote-to-cash guide walks through the whole cycle.
See a quote built in under a minute
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