
Mobileforce1
商業
免費 · 專為 iPad 設計
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
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資料
- 供應商
- MobileForce Software
- 大小
- 48.3 MB
- 類別
- 商業
- 相容性
須使用 iOS 13.0 或以上版本。
- iPhone
須使用 iOS 13.0 或以上版本。 - iPad
須使用 iPadOS 13.0 或以上版本。 - iPod touch
須使用 iOS 13.0 或以上版本。 - Mac
須使用 macOS 11.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
- 語言
- 英文
- 年齡分級
4+
- 4+
- 版權
- © 2025 MobileForce Software, Inc.