Accelerate Deals, Not Spreadsheets with Mobileforce CPQ for SugarCRM

Quote Smarter, Close Faster. Empower your sales team with Mobileforce CPQ—configure, price, quote, and close—all within Sugar Sell. Eliminate guesswork with instant quote validation and built-in auto-correct—say goodbye to manual pricing errors.

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Why Mobileforce CPQ?

• Designed for teams with a lot of sales reps or sales quotes or for companies with multi-tiered pricing or multiple sales motions
• Ready-to-use, customizable document layouts and templates to quickly create polished proposals
• Streamlined workflows to configure products & prices, generate proposals, send to customers, and save to SugarCRM, all in just minutes
• Instant quote validation and auto-correct
• Intelligent approval rules and routing to speed quote processes
• Support for multiple product configuration scenarios, dependencies, pricing, and discounting combinations

Features

Intelligent Quoting and Proposal Engine

• Easily create customized quotes and proposals for each sales instance.
• Intelligent wizard instantly auto-populates quotes based on customer or project similarity including discounts and promotions

Automated Proposal Generation

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

Seamless Integration with SugarCRM and Other Popular Business Applications

• Out-of-the-box integrations with SugarCRM, ERPs, collaboration apps, storage apps and more
• Automatically fetch account, opportunity, contact, and product catalog information from SugarCRM, and inventory, and delivery estimates from back-office systems in real time while quoting
• Quotes and proposals can be automatically sent to the customer and seamlessly saved back to SugarCRM
• Built-in eSignature + integrations with DocuSign and other popular eSignature solutions

Flexible Cross-Sell, Upsell Workflows

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

Intelligent Product, Pricing & Approval Rules

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

Mobileforce Short Overview

Screenshots