Per user, per month,paid annually
Per user, per month,paid annually
Need a customer solution, we’d love to talk
Built-in cloud CRM integrations
Product catalog with categories & hierarchies
Product configuration, dependency, pricing, and discounting rules
Fixed, variable (block, tiered, volume), subscription pricing
Quote products or time-based professional services
Price books and currencies (single)
Flexible quote templates and UI layouts
Role-based access to products, pricing, rules & UI
Intelligent rules-engine can auto-validate & auto-correct quote
Multiple approval levels, approver groups and workflows
Automatic quote or full proposal document generation
Configurable document templates and doc merge rules
Built-in CPQ e-Signatures
Automatic save of quote data & documents to CRM
Single sign-on (SSO) with CRM credentials
Access CPQ within CRM UI for seamless experience
Mobile and Tablet ready - native app or responsive mobile web
Configurable products with their own options UI layouts
Product and pricing bundles, nested products
Dynamic, data-driven approval, discounting rules and triggers
Custom fields within quote layouts
Custom tables for additional business data driving quoting rules
Customizable approval workflow email templates
Add custom forms to quote for customer-driven quoting (sizing, requirements, etc.)
Custom integration to other back-office systems (professional services)
Price books and currencies (multiple)
Integration with DocuSign or Pandoc
Try Mobileforce or free, and explore all of the tools you’ll need to supercharge sales quoting and field services.