Streamline RevOps with Our No-Code RLM

Salesforce Customers ❤️ Mobileforce CPQ

Mobileforce’s enterprise no-code CPQ is the easiest solution for Salesforce customers to set up & use. Salesforce CRM customers rely on Mobileforce for these key quote-to-cash challenges:

• Support for multi-tiered pricing, approvals or distribution
• A simple-but-powerful rules-based quoting & pricing engine
• 1-click integrations with many systems (ERP, inventory, payment, eSig)
• Support for large or complex product catalogs …and More

Trusted By

Mobileforce's Top Differentiators

NO-CODE CONFIGURATION

Our fundamentally unique architecture provides unparalleled agility & simplicity. Without requiring a single line of code.

POWERFUL CPQ RULES ENGINE

Our rules engine is definitively the easiest for SalesOps to use. Set guardrails & guidelines quickly and easily.

PLUG & PLAY CLOUD INTEGRATIONS

Easily connect to Salesforce CRM + any ERP, inventory, payment & other needed back-end systems bi-directionally.

HYBRID CLOUD & OFFLINE

The only CPQ enabling field teams to provide quotes + proposals and update CRM, anywhere, anytime, even offline.

The efficiency and adaptability that [Mobileforce’s no-code platform brought to our processes](/content/solving-manual-quoting-problems-askcpq-ai-agent/ "Solving Manual Quoting Process Problems at Scale: Meet Mobileforce and the AskCPQ™ AI Agent"/index.html) is dramatic and something no other company could offer us.

Alex Wilkins, SportSafe

Why Salesforce CRM Customers are Choosing Mobileforce

Whether you’re using Salesforce CRM, using Salesforce CPQ, using CPQ for Salesforce, not using CPQ software yet, or just considering options (or other 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](/content/glossary/quote-management/ "Quote Management"/index.html) them easily

Direct Usage from Inside Salesforce

Our solution is easily adapted to your team’s workflows, allowing you to quote, sell and close directly from Salesforce or your preferred system

See Mobileforce in Action

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 Offers the Easiest CPQ to Setup and Use with Salesforce

• Transform cumbersome paper-and-spreadsheet-oriented quotes into a quick and easy online CPQ process
• Start from a Salesforce 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 Salesforce 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

Comparing Salesforce CPQ & Mobileforce CPQ

COMPARE MOBILEFORCE CPQ & SALESFORCE CPQ

Salesforce CPQ

Mobileforce CPQ

Simple Quoting Capabilities

Ability to Create a Product Library

Easy-to-use Tools for Implementation

Simple Quote Documents & Output

Multi-tiered Pricing or Multiple Price Books & Methodologies

(e.g., CPQ pricing optimization for multiple currencies, advanced pricing schemes including fixed, variable, block, tiered, volume, subscription-based options)

Broad or Elaborate Product Catalogs

(e.g., tags, hierarchical products, configurable products)

Easily Customizable UI/UX for Your GTM Needs

User Experience Completely Adapted to Your Sales Needs

Robust, Easy-to-use No-code Rules-based Engine

Support for Multi-party Approvals, Including Rules & Guardrails

Real-time Integration with Disparate Applications & Data Sources with Bi-directional Data Flow

Mobileforce CPQ Works Seamlessly with Salesforce CRM

As a Configure, Price, Quote software leader, Mobileforce works closely with Salesforce [CRM customers every day to deliver optimized Salesforce quoting solutions](/content/the-mobile-revolution-in-sales-empowering-field-teams-with-optimized-crm-and-cpq-solutions/ "The Mobile Revolution in Sales: Empowering Field Teams with Optimized CRM and CPQ Solutions"/index.html). We also work closely with dozens of Salesforce consulting firms, with whom we are proud to partner. We are thrilled to have so many happy Mobileforce and Salesforce customers.

Our goal is to drive successful quote-to-cash-to-service outcomes for our customers. Period. We work hand-in-hand with Salesforce and with your Salesforce 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.
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