Overview
Easiest CPQ App to Setup and Use With Your CRM
- Full bi-directional integration with all popular CRMs - Salesforce, Microsoft Dynamics 365, SugarCRM, HubSpot, Pipedrive, Zendesk
- Transform cumbersome paper and spreadsheets quotes into a quick and easy online configure, price, and quote process
- Start from a CRM opportunity, pick a contact, add products and services line items, discounts, and generate slick proposals in minutes
- Ability to read deal or customer-specific properties/attributes from CRM to guide quoting
Intelligent Quoting & Proposal Engine
- Easily create customized quotes and proposals for each sales scenario
- Intelligent wizard instantly auto-populates quotes based on customer or project similarity including discounts and promotions
- Ability to generate quotes based on a sales role, territory, or product seasonality
Flexible Product or Service Quotes
- Rule-based product/service recommendation engine to auto-suggest related products, bundles, parts, accessories
- Simple configuration of product and service bundles for the ability quickly add maintenance or repair service line items for installed products on the fly
- Support for multi-level product/service categories with fast catalog search and browse capability
- Ability to scan barcodes from supported mobile apps to automatically load all the relevant customer information in the quote
- Built-in integration with Avalara and TaxJar for automatic tax calculations
- Optional UPS API enables teams to automatically determine shipping charges
Flexible Upsell/Cross-sell Workflows
- Easily configure complex product/pricing structures
- Recommendation and validation engine ensures correct products and services are added
- Ability to automatically suggest adding relevant features, products, and services in real-time
Automatic Proposal Document Generation
- Customizable document templates can easily be configured, branded, and uploaded for use in unique proposals
- Generate a single-page quote covering multiple products and services, or a multi-page proposal with attachments
- Ability to integrate multiple quotes/proposals into a single output document (PDF, Word, Excel)
Product, Pricing, and Approval Rules
- Ability to base pricing structures by tiered, block, volume, or usage
- Subscription-based pricing with pro-rate, uplifts, and renewals
- Simple to write/manage pricing, configuration, dependency, and discount rules
- Support for multi-level discount approvals with customizable email notification templates
- Configurable approval rules to automatically approve certain discounts or route quotes to appropriate individuals for approval
- Support for multiple currencies and price books that can be auto-populated based on user location
CRM and Optional Back Office Integration
- Full, bi-directional read-write integration with your CRM including custom tables and fields
- Automatically fetch company, deal, contact, information from CRM
- Access inventory, delivery estimates from back-office systems like ERP in real-time while quoting
- Automatically send quotes/proposals to the customer and seamlessly save them into CRM
Full eSignature Support
- Built-in eSignature capability or integration with popular eSignature platforms such as DocuSign, Adobe, PandaDoc
Highlights
- Easily Configure Product Configuration, Pricing and Discounting Rules without Coding
- Real-time Product or Service Recommendation Engine for a Seller
- Comprehensive Product Catalog and Multi-currency Price Books with Support for Tiered and Subscription Pricing
Details
Features and programs
Financing for AWS Marketplace purchases
Pricing
Dimension | Description | Cost/month |
---|---|---|
Users | Subscription fee per user | $65.00 |
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Content disclaimer
Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
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AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
Customer reviews
Best platform for CPQ - Easy, Reliable and Fast
Mobileforce's no-code platform makes integrations & approvals easy
Streamlining quotes and multi-tiered pricing to/from partners
Managing multi-party approvals
and more...
Mobileforce CPQ Really Made The Revenue Management Tasks A Lot Easier For Us, Thanks!
Mobileforce's intuitive interface made it easy for our sales ops team to implement and for our sales team to use. The CPQ integration with our Salesforce CRM and payment systems was easy. And seamless. Previously, there were issues and delays every time we needed to make an update. We use Mobileforce's real-time dynamic quoting and discount management capabilities, which have significantly reduced errors and questions. The workflow customization options provided by Mobileforce have enabled us to tailor the platform to our specific GTM needs, enhancing efficiency and user engagement across the board.
One of the standout features is their mobile dynamic quote generation, which has drastically cut down the time it takes for our remote sales team to deliver accurate and approved proposals. This has not only improved our customer experience and win rates, but it's helped our sales reps close more and move faster. Everyone on our GTM is much happier