Mobileforce CPQ for Zendesk | Quote-To-Cash Made Easy

Mobileforce ❤️ Zendesk

Mobileforce’s robust, no-code CPQ is the easiest CPQ to set up and use with Zendesk. That’s why Zendesk customers rely on Mobileforce to help with these key quote-to-cash needs:

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WATCH WHAT OUR CUSTOMERS SAY

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, Managing Director, SportSafe

Mobileforce & SportSafe: Expert Insights Testimonial - YouTube

Mobileforce & SportSafe: Expert Insights Testimonial

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 Zendesk + any ERP, inventory, payment or other needed back-end system bi-directionally.

HYBRID CLOUD & OFFLINE

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

UNIFIED SALES-TO-SERVICE: We’re the only company to seamlessly integrate quote-to-cash-to-service workflows, speeding up closing, revenue recognition & collection

Why Zendesk Customers are Choosing Mobileforce

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 Zendesk

Our [solution is easily adapted to](/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) [your team’s](/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) workflows, allowing you to quote, sell and close directly from HubSpot or your preferred system

Comparing Other CPQs & Mobileforce CPQ

Other CPQs

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., multiple currencies, advanced pricing schemes including fixed, variable, block, tiered, volume, subscription-based)

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

See Mobileforce in Action

Automatic Proposal Document Generation

Sales and Service personnel can easily generate a single-page quote covering multiple products and services, or a multi-page proposal with attachments. Configurable document templates with custom branding and marketing elements can be uploaded to be selectively used in proposal generation.

Product, Pricing, and Approval Rules

Product and pricing dependency rules guarantee the validity of quotes. Configurable approval rules for automatically approving certain discounts or routing the quote to appropriate individuals for approval.

Zendesk Sell and Optional Back Office Integration

Automatically fetch company, deal, and contact information from CRM, and optionally, inventory, delivery estimates from back-office systems like ERP in real-time while quoting. Generated quotes and proposals are automatically sent to the customer and seamlessly saved into Zendesk Sell. Also, integrates with eSignature platforms that include DocuSign, Adobe Sign, and PandaDoc.

Flexible Upsell/Cross-sell Workflows

Prompts the user to add relevant features, products, and services in real-time. Supports configurable and bundled products. Recommendation and validation engine ensures correct products and services are added.

Mobileforce Works Seamlessly with Zendesk

Mobileforce works closely with Zendesk managers and sales reps on customer accounts every day. We also work closely with dozens of Zendesk consulting firms, with whom we are proud to partner. We are thrilled to have so many happy Mobileforce and HubSpot customers. We are excited to work with you and your extended team, including your Zendesk rep and partner firm. 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

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 Zendesk + any ERP, inventory, payment, or other needed back-end system bi-directionally.

HYBRID CLOUD & OFFLINE

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

UNIFIED SALES TO SERVICE

Our [platform offers fully integrated quote-to-cash](/content/what-is-secure-cpq-platform-making-quote-to-cash-enterprise-ready/ "What is a Secure CPQ Platform? Making Quote-to-Cash Enterprise-Ready"/index.html) + field services, so field teams can quote, upsell & close both remotely and in the field.

BUILD YOUR OWN UX

The only build-your-own UI/UX platform ensures adaptability to your sales & GTM motions and optimized end-user adoption.

Your Success Is Our Mission

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