Mobileforce

Knowledge base documentation for Mobileforce.

v1

• Configure, Price, Quote (CPQ)
• Getting started with CPQ
• Installing Mobileforce Web and Mobile Apps
• Accessing Mobileforce CPQ
• Using Mobileforce CPQ with Sugar CRM
• Using Mobileforce with HubSpot
• Using Mobileforce with Pipedrive
• Getting started with Pipedrive
• Creating Proposals in Pipedrive
• Using Mobileforce with Zendesk
• Using Mobileforce with Microsoft Dynamics 365 Sales
• Using Mobileforce. CPQ with Salesforce
• Navigating the Mobile App for CPQ
• Using CPQ with CRM
• Reading CRM data into CPQ
• HubSpot SalesHub Feature Constraints with Mobileforce
• E-Signatures with CPQ
• Launching CPQ from CRM Deals or Opportunities
• Writing CPQ output back to CRM
• Proposals/Quotes
• Sellers Topics
• Sales Tax Computation
• Creating a Proposal
• Managing the Proposals/Quote page
• Entering Comments
• Filtering Tables
• Advanced Table Filtering
• Creating a Quote for your Proposal
• Initial Products in Quotes
• Line Item Tables
• Managing Line Items
• Validating Proposals
• Submitting a Proposal for Approval
• Generating Signatures for your Proposal
• Signature Representation
• Pandadoc integration with e-signature in CPQ
• Docusign integration with e-signature in CPQ
• Adobe Sign integration with e-signature in CPQ
• Creating Proposal Documents
• Saving Quotes to your CRM
• Approvers Topics
• Creating a Quote for your Proposal
• Reviewing and Approving Proposals
• CPQ Setup and Admin
• Products and Price Books
• Products
• Managing Product Categories
• Adding Products to Mobileforce CPQ
• Importing and Exporting Products
• Managing the Products List View page
• Adding Price Book Entries for your Product
• Precision of CPQ Values
• Specify Volume Pricing
• Specify Tiered Pricing
• Specify Block Pricing
• Product Groups
• Adding Approval Rules
• Adding Product Rules
• Price Books
• Creating Price Books
• Managing Price Book Entries
• Importing and Exporting Prices from Price Book
• Product Addition to Line Items Table
• Manage Your Proposal Templates
• Adding or Editing Quote Templates
• Creating Multiple Quote Templates
• Adding Pricing Rules to Quote Template
• Adding or Editing Document Templates
• Uploading Files
• Manage Your Approvals
• Approval Email Templates
• Adding and Editing Approver Groups
• Approval Email URLs with SugarCRM Route
• Add Quote UI Layouts
• General tab - Quote UI Layout
• Types tab - Quote UI Layout
• Form tab - Quote UI Layout
• Actions tab - Quote UI Layout
• Summary tab - Quote UI Layout
• XML tab - Quote UI Layout
• Import and Export Layout Files
• Add Product UI Layouts
• General tab - Product UI Layout
• Form tab - Product UI Layout
• Actions tab - Product UI Layout
• Types tab - Product UI Layout
• XML tab - Product UI Layout
• Import and Export Layout Files
• Quote Administration
• Managing Quote Instances
• Reviewing Quote History
• CPQ Implementation for Admins
• Email Configuration Settings for CPQ
• Mapping CRM Users and Roles to Mobileforce
• Application-Level Control of Properties
• Rules
• Recommendations for Mobileforce Rules
• CPQ Configuration Techniques
• Creating Configurable Product Listings
• Creating Bundled Products
• Leveraging Pricing Flexibility using Tags
• Multiple Approvals Required
• Add Line Items when Validating
• Migrating Your Product Catalog
• Frequently Asked Questions
• MobileForce CPQ FAQs
• What is Mobileforce CPQ?
• Who would benefit from using Mobileforce CPQ?
• What do I need to set up Mobileforce CPQ
• What are the key features of MobileForce CPQ?
• What CRMs are supported by MobileForce CPQ?
• Can I sell support and services using Mobileforce CPQ?
• How do I install Mobileforce CPQ?
• How much does Mobileforce CPQ Cost?
• Who can I contact to get help with setting up Mobileforce CPQ?
• How do I use Mobileforce CPQ?
• How do I determine whether Mobileforce CPQ Pro or Enterprise is right for me?
• What are the different roles in Mobileforce CPQ
• User Interface FAQs
• How do I select the columns to display in a table?
• How do I modify my Mobileforce tables?
• How do I export data from a table?
• How do I search for entries?
• Proposal and Quotes FAQs
• How do I submit a quote to my CRM?
• How do I add a line item to a quote?
• How do I submit a proposal for approval?
• How do I approve a quote?
• How do I sign off on a proposal
• How to send a quote to a customer for signature?
• How do I generate proposal documentation for my customer?
• How do I save a Quote?
• How do I open an existing proposal?
• How do I delete a quote
• How do I specify the currency for Mobileforce CPQ?
• CPQ Admin FAQs
• How do I filter the products page?
• How do I edit an exiting product entry?
• How do I copy a product?
• How do I create a product?
• How do I import a product file?
• Field Service Management (FSM)
• Clocking In and Out
• What is FSM/Getting Started
• Installing Mobileforce Web and Mobile Apps
• Navigating the Mobile App for FSM
• Using Mobileforce FSM with Sugar CRM
• Skills Matching
• Filtering Tables
• Accounts/Contacts
• Creating and Managing Accounts
• Managing Customer Locations
• Creating and Managing Contacts
• Work Orders/Service Tasks
• Creating and Managing Work Orders
• Managing Work Order Files
• Managing Work Order Tasks
• Reviewing Work Order History
• Creating Service Tasks
• Managing Service Tasks
• Managing Service Task Parts
• Managing Service Task Documents
• Managing Service Task Appointments
• Managing Customer Service Requests
• Managing Inventory Transactions
• Reviewing Service Task History
• Schedule/Dispatch/Appointments
• Creating and Managing Appointments
• Navigating the Schedule & Dispatch page
• Scheduling Service Tasks
• Routing Service Tasks
• Dispatching Technicians
• Forms
• Creating Forms
• Editing Forms
• General tab - Forms Publisher
• Forms Tab - Forms Publisher
• Publishing Forms
• Warranty/Maintenance
• Managing Maintenance Contracts
• Managing Warranty Contracts
• Managing Equipment Entries
• Managing File Entries
• Inventory/Installed Equipment/Fleet
• Creating and Managing Inventory Items
• Managing Inventory Transactions
• Managing Service Task Part Requirements
• Reviewing Inventory History
• Creating and Managing Installed Equipment
• Creating and Managing your Fleet Vehicles
• Managing Fleet Files
• Fleet Maintenance
• Managing Fleet Trips
• Using the Mobile App
• Recording Work Hours in the Field
• Reviewing Work Orders
• Completing and Submitting Forms
• Reviewing Service Tasks
• Reviewing Appointments
• Reviewing Inventory
• Reviewing Installed Equipment
• Reviewing Fleet Information
• FSM User Roles and Tasks
• Technician Tasks
• Agent/Dispatcher Tasks
• FSM Setup and Admin Tasks
• Viewing your FSM Profile
• Creating and Managing FSM Users
• Managing FSM Roles
• Creating and Managing FSM Skills
• Creating and Managing FSM Offices
• Defining and Managing FSM Territories
• Defining and Managing User Schedules
• Updating Service Task Types
• Updating Service Task Statuses
• FSM Configuration Settings (Admin)
• Frequently Asked Questions
• How can I access Mobileforce using a web browser
• How can I get the Mobileforce app on my phone or tablet?
• MobileForce FSM FAQs
• How do I create an account in Mobileforce FSM?
• How do I create a contact in Mobileforce FSM?
• How do I create a work order?
• How do I create a service task?
• Schedule & Dispatch FAQs
• How do I schedule a service task?
• How do I add work for a technician?
• How do I lock an appointment?
• How do I use Plug Route
• How do I use Smart Route?
• How do I export data from a table?
• How do I modify my Mobileforce tables?
• How do I select the columns to display in a table?
• How do I search for entries?
• Projects
• Trackers
• Connected Portal
• Connected Portal Intro
• Styling WebUI for Connected Portal
• Navigating Mobile Apps for Connected Portal
• User Profile in Connected Portal
• Mobileforce Administration & Development
• CPQ Application Level Control with Properties
• Setting up and Configuring Connected Portal
• Install and Configure Mobileforce for Hubspot
• Form Expressions Language
• UI Color Adornments for Fields
• Form Expression Debug Console
• Form Expression Examples
• Install and Configure Mobileforce for Salesforce Sales
• Install and Configure Mobileforce for Microsoft Dynamics 365 Sales
• Install and Configure Mobileforce: Sugar Instance
• Setup OAuth 2.0 Keys
• Disable Client IP Change Check
• Add an API Platform
• Configure Content Security Policy Settings
• Install Mobileforce Modules
• Add Custom Buttons to SugarCRM Views
• Rebuild and Update SugarCRM
• Confirm and Configure Mobileforce Installation
• Integrating and Routing Mobileforce Screens in Sugar
• Performance Enhancement of CPQ with Sugar: Save to CRM
• Installing Mobileforce Web and Mobile Apps
• Data Table Schema for Mobileforce Applications
• Mobileforce App Structure
• ACL for Mobileforce Screens
• Browser and Mobile OS Support
• Internalization Readiness, Localization, and Unicode for Mobileforce Products
• Mobileforce API Design and Documentation
• Mobileforce CPQ API Structure
• Mobileforce CPQ API Details
• Mobileforce Table Structure
• Mobileforce Layout Manager
• Creating and Editing Layouts
• Schedule and Dispatch Screen Properties
• Training Sessions
• Mobileforce CPQ Training
• Admin Training
• Seller Training