Mobileforce1

Mobileforce’s no-code enterprise CPQ (Configure, Price, Quote) solution is exceptionally easy to set up and use with your CRM.

With Mobileforce's quote-to-cash-to-service platform, sales teams and customers can simplify quoting, close sales, automate workflows & approvals, and integrate field services in one unified, automated platform. Mobileforce’s no-code CPQ is easily integrated natively with your CRM as well as ERP, inventory, payment, eSignature and other platforms.

Sales teams rely on Mobileforce to help with these key CPQ needs:

* Support for multi-tiered pricing, approvals or distribution
* A simple-but-powerful rules-based quoting & pricing engine
* 1-click integrations with many systems (e.g., ERP, inventory, payment, eSignature software)
* Support for large or complex product catalogs

Mobileforce CPQ use-cases include:

* Create Flexible Product, Services & Subscription Quotes
* Provide Flexible Upsell/Cross-sell Workflows
* Utilize Multiple Price Books, Currencies & Pricing Schemes
* Automatically Generate Proposals, Quotes & Invoices with eSignature Options
* Create & Self-manage No-Code Product, Pricing, and Approval Rules
* Use Plug & Play CRM and Back-office Integrations
* Design & Customize Seller UI/UX with No-Code Experience Builder

Mobileforce CPQ key features include:

* Quick and easy online configure, price, quote processes
* Ability to support pricing structures by tiered, block, volume, or usage
* Real-time CRM data integration into quoting, workflows & logic
* 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 browsing capability
* Validation engine that ensures correct products and services are added
* 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)
* Support for multi-level discount approvals with customizable email notification templates
* Access inventory and delivery estimates from back-office systems (e.g., ERP) in real time while quoting
* Full, bi-directional integration with your CRM