Sold by: Mobileforce Software
Grow revenues with fast, easy to use configure, price and quote system
5
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
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Delivery method
Deployed on AWS
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Introducing multi-product solutions
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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.
Pricing
Pricing is based on the duration and terms of your contract 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.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/month |
|---|---|---|
Users | Subscription fee per user | $65.00 |
Dimensions summary
Mobileforce CPQ uses a single pricing dimension: a subscription fee charged per user. You pay based on the number of users who need access. Your total scales directly with how many users you add. This is a contract-based model, so you commit to the subscription over the agreed term. There are no separate tiers or add-on dimensions to compare. The per-user rate covers configure, price, and quote capabilities such as building quotes and proposals, applying pricing and approval rules, and connecting to your CRM system.
Top-of-mind questions for buyers
One user is one person who needs access to the CPQ system. This includes sellers who build quotes and proposals, and managers or approvers who review and approve them. Each named person you add counts as one user. Your total scales directly with the number of users you enable.
The subscription fee applies per user, so each user you add is charged at the same per-user rate. Adding users increases your total by that rate for each new person. There are no separate tiers, so the rate does not change based on how many users you have.
Yes. The per-user subscription covers configure, price, and quote work. This includes building quotes and proposals, applying pricing and approval rules, generating proposal documents, and connecting to your CRM system. All features fall under the single per-user rate with no add-on dimensions.
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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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Customer reviews
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...
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
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.