Mobileforce CPQ
Configure, Price & Quote
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WATCH WHAT OUR CUSTOMERS SAY
“The efficiency and adaptability that Mobileforce’s no-code platform brought to our processes is dramatic and something no other company could offer us.”
–Alex Wilkins, Managing Director, SportSafe
Mobileforce's Top Differentiators
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NO-CODE CONFIGURATION
Our fundamentally unique architecture provides unparalleled agility & simplicity. Without requiring a single line of code.
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POWERFUL CPQ RULES ENGINE
Our rules engine is definitively the easiest for SalesOps to use. Set guardrails & guidelines quickly and easily.
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PLUG & PLAY CLOUD INTEGRATIONS
Easily connect to any CRM + any ERP, inventory, payment & other needed back-end system bi-directionally.
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HYBRID CLOUD & OFFLINE
The only CPQ enabling field teams to provide quotes + proposals and update CRM, anywhere, anytime, even offline.
Why B2B Customers are Choosing Mobileforce
Whether you’re using Salesforce CRM or other CRM solutions, it’s easy to use Mobileforce’s CPQ. With just a few clicks, you can quickly test our quote-to-cash solution with features that include support for:
Complex, Multi-tiered Pricing & Approvals
We help teams selling with complex or multi-tiered pricing or approvals prepare quotes and proposals quickly
Large Volumes of Products or Quotes
We help teams selling with elaborate product lines or large volumes of quotes manage them easily
Direct Usage from Inside Your CRM
Our solution is easily adapted to your team’s workflows, allowing you to quote, sell and close directly from your CRM or your preferred system
Comparing Salesforce & Other CPQs to Mobileforce CPQ
How Mobileforce CPQ Picks Up Where Salesforce & Other CPQs Leave Off
COMPARE MOBILEFORCE CPQ & OTHER CPQs
Other CPQs
Mobileforce CPQ
Simple Quoting Capabilities
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Ability to Create a Product Library
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Easy-to-use Tools for Implementation
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Simple Quote Documents & Output
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Multi-tiered Pricing or Multiple Price Books & Methodologies
(e.g., multiple currencies, advanced pricing schemes including fixed, variable, block, tiered, volume, subscription-based)
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Broad or Elaborate Product Catalogs
(e.g., tags, hierarchical products, configurable products)
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Easily Customizable UI/UX for Your GTM Needs
User Experience Completely Adapted to Your Sales Needs
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Robust, Easy-to-use No-code Rules-based Engine
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Support for Multi-party Approvals, Including Rules & Guardrails
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Real-time Integration with Disparate Applications & Data Sources with Bi-directional Data Flow
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See Mobileforce in Action
Mobileforce Offers the Easiest CPQ to Setup and Use with CRM
- Transform cumbersome paper-and-spreadsheet-oriented quotes into a quick and easy online CPQ process
- Start a CRM Deal, pick a contact, add products & services line items, and then generate slick proposals in minutes
- Includes the ability to read deal- or customer-specific properties/attributes from your 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 sales role, territory, or product seasonality
Flexible Product or Service Quotes
- Rule-based product/service recommendation engine to auto-suggest related products, services, 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
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
- Support for multiple currencies and price books that can be auto-populated based on user location
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 (e.g., PDF, Word, Excel)
Full eSignature Support with Integrations & Automatic Updates
- Built-in eSignature capability or integration with popular eSignature platforms such as DocuSign, Adobe, PandaDoc
- 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 into Salesforce CRM
Mobileforce CPQ Works Seamlessly with Any CRM
Mobileforce works closely with customers of Salesforce, HubSpot and other systems — every day. We also work closely with dozens of CRM-focused consulting firms, with whom we are proud to partner. We are thrilled to have so many happy Mobileforce customers.
We are excited to work with you and your extended team, including your consulting firm. We’ll provide the answers you need throughout your process. We are committed to helping customers and partners make the best CPQ decisions for your unique business needs. Questions? We’re here to help: just click here.
Key Differentiators
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NO-CODE CONFIGURATION
Our fundamentally unique architecture provides unparalleled agility & simplicity. Without requiring a single line of code.
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POWERFUL CPQ RULES ENGINE
Our rules engine is definitively the easiest for SalesOps to use. Set guardrails & guidelines quickly and easily.
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PLUG & PLAY CLOUD INTEGRATIONS
Easily connect to any CRM + any ERP, inventory, payment & other needed back-end systems bi-directionally.
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HYBRID CLOUD & OFFLINE
The only CPQ enabling field teams to provide quotes + proposals and update CRM, anywhere, anytime, even offline
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UNIFIED SALES TO SERVICE
Our platform offers fully integrated quote-to-cash + field services, so field teams can quote, upsell & close both remotely and in the field
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BUILD YOUR OWN UX
The only build-your-own UI/UX platform ensures adaptability to your sales & GTM motions and optimized end-user adoption
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NO-CODE CONFIGURATION
Our fundamentally unique architecture provides unparalleled agility & simplicity. Without requiring a single line of code.
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POWERFUL CPQ RULES ENGINE
Our rules engine is definitively the easiest for SalesOps to use. Set guardrails & guidelines quickly and easily.
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PLUG & PLAY CLOUD INTEGRATIONS
Easily connect to any CRM + any ERP, inventory, payment & other needed back-end systems bi-directionally.
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Your Success Is Our Mission
Our goal is to drive successful quote-to-cash-to-service outcomes for our customers. Period. We work hand-in-hand with your CRM and your IT team or consultant. We ensure that your RevOps managers, sales reps, and field teams have everything they need to ensure a smooth roll-out and completely productive usage experience. Every day.
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