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    Mobileforce CPQ

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    Grow revenues with fast, easy to use configure, price and quote system

    Overview

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    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

    Delivery method

    Features and programs

    Financing for AWS Marketplace purchases

    AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
    Financing for AWS Marketplace purchases

    Pricing

    Mobileforce CPQ

     Info
    Pricing is based on contract duration. You pay upfront or in installments according to your contract terms with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.

    1-month contract (1)

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    Dimension
    Description
    Cost/month
    Users
    Subscription fee per user
    $65.00

    Legal

    Vendor terms and conditions

    Upon subscribing to this product, you must acknowledge and agree to the terms and conditions outlined in the vendor's End User License Agreement (EULA) .

    Content disclaimer

    Vendors are responsible for their product descriptions and other product content. AWS does not warrant that vendors' product descriptions or other product content are accurate, complete, reliable, current, or error-free.

    Usage information

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    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.

    Resources

    Vendor resources

    Support

    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

    Ratings and reviews

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    4 external reviews
    External reviews are sourced from G2  and are not included in the star rating for this product.
    Accounting

    Best platform for CPQ - Easy, Reliable and Fast

    Reviewed on Aug 28, 2024
    Review provided by G2
    What do you like best about the product?
    The CPQ is super reliable with almost no downtime. The Mobile Force team has been very helpful in integrating the software into the system.
    What do you dislike about the product?
    The UI can be more Intuitive to provide a more seamless experience.
    What problems is the product solving and how is that benefiting you?
    Earlier we used the manual method but with growing number we were looking for a reliable easy to use CPQ platform and Mobile Force turned out as the perfect solution. They are easiest to implement and even fast.
    Nick N.

    Mobileforce's no-code platform makes integrations & approvals easy

    Reviewed on Aug 21, 2024
    Review provided by G2
    What do you like best about the product?
    Mobileforce’s CPQ is remarkably user-friendly and easy to set up. With our complex channel network, we needed a CPQ that could streamline the process of partners sending quotes and receiving approvals on our end. Mobileforce, with its no-code platform, made it easy and seamless to implement this, without requiring extensive customizations or additional coding.
    What do you dislike about the product?
    Mobileforce’s team has been great, even though their documentation could be a bit better. The team is responsive, though: by the end of the implementation cycle, they got us all the documentation we needed.
    What problems is the product solving and how is that benefiting you?
    Managing our complex channel network
    Streamlining quotes and multi-tiered pricing to/from partners
    Managing multi-party approvals
    and more...
    Marketing and Advertising

    Mobileforce CPQ Really Made The Revenue Management Tasks A Lot Easier For Us, Thanks!

    Reviewed on Aug 17, 2024
    Review provided by G2
    What do you like best about the product?
    streamlined quoting, proposal and approval processes & Easy to use interface
    What do you dislike about the product?
    I would love to see some more of integration and AI Features if possible, but it's still good and helping me a lot either way.
    What problems is the product solving and how is that benefiting you?
    We recently implemented Mobileforce's no-code CPQ across our sales and sales ops teams, and the impact has been tremendous. Transformative vs. our previous custom-built solution. As someone deeply involved in managing revenue streams, I can confidently say that Mobileforce has completely streamlined our quoting, proposal and approval processes. Each of these quote-to-cash steps is now much more efficient.

    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
    Mike D.

    Game-changer for our sales teams

    Reviewed on May 26, 2023
    Review provided by G2
    What do you like best about the product?
    What I like best about Mobileforce is its intuitive and user-friendly interface. It provided us a seamless and streamlined experience for creating quotes and proposals. The step-by-step approach in creating a quote made our quoting process very clear and reduced errors and waste of time by a significant margin.
    What do you dislike about the product?
    Setting up accurate rules for pricing was a bit time consuming but the team was helpful throughout the process.
    What problems is the product solving and how is that benefiting you?
    It has enabled us to deliver tailored quotes to our customers accurately and efficiently. We have witnessed improved sales efficiency and it was one of the software which was adopted by our sales team in record time.
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