Mobileforce CPQ
Grow revenue with fast, easy-to-use configure, price and quote (CPQ)
安装 - 超过 100 次安装
评分 - 5(2)
要求
HubSpot 计划 适用于所有 HubSpot 计划 了解更多信息 HubSpot 帐户权限 - 查看必要帐户权限
Mobileforce CPQ 订阅 - Enterprise Edition或Professional Edition 计划
概览
1/9
Easiest CPQ App to Setup and Use With Your HubSpot CRM
- Transform cumbersome paper and spreadsheet quotes to a quick and easy online configure, price, and quote process
- Start from a HubSpot Deal, pick a contact, add products and services line items, discounts and generate slick proposals in minutes
- Ability to read deal or customer specific properties/attributes from HubSpot 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
- Ability to scan barcodes from supported mobile apps to automatically load all the relevant customer information in the quote
- Built-in integration with Avalara and TaxJar for automatic tax calculations
- Optional UPS API enables teams to automatically determine shipping charges
Flexible Upsell/Cross-sell Workflows
- Easily configure complex product/pricing structures
- Recommendation and validation engine ensures correct products and services are added
- Ability to automatically suggest adding relevant features, products, and services in real-time
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 (PDF, Word, Excel)
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
- Configurable approval rules to automatically approve certain discounts or route quotes to appropriate individuals for approval
- Support for multiple currencies and price books that can be auto-populated based on user location
HubSpot CRM and Optional Back Office Integration
- Full, bi-directional integration with HubSpot
- Automatically fetch company, deal, contact, information from CRM
- 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 HubSpot CRM
Full eSingature Support
- Built-in eSignature capability or integration with popular eSignature platforms such as DocuSign, Adobe, PandaDoc
功能
Easily Install, Connect & Use CPQ Within Your HubSpot Instance
Once installed, Mobileforce CPQ app installs a CRM Card Extension in the righthand panel of your HubSpot Deal record view. You just scroll down to reveal it. If you have many CRM cards, simply drag the card to the top for easy access. Click on the "New CPQ Proposal" button in the card to use.
Auto-populates HubSpot Deal info in your new CPQ session
The CPQ CRM Card automatically fills in the chosen Deal and Company information in your new CPQ session. You can pick a Contact to address the Quote to in the first tab of the guided CPQ wizard. Simply move through the tabs in order to complete your Quote, which is ready to send to the customer in seconds.
Save to CRM to automatically add Quote to your HubSpot Deal timeline
After you have completed the CPQ creation workflow by adding customer info, products and services line items, discounts, approvals and generated proposal document, you can click on "Save to CRM" button to automatically update your HubSpot Deal record and add the proposal document to its timeline.
Automate Configuration, Pricing, and Quoting for your HubSpot Deals
From a HubSpot Deal, create detailed, accurate, customizable, and professional looking quotes, that are customer friendly. Close deals faster with rapid approvals from your sales hierarchy and then share the quote with customers for approval with optional e-signature. Save the Mobileforce Quote back to the HubSpot Deal and update deal properties.
应用程序功能
共享数据
Account | ||
Contact | ||
CPQ | ||
File | ||
Opportunity | ||
Products | ||
Quote | ||
Quote | ||
Quote | ||
Quote | ||
Quote | ||
Quote Line Items | ||
Quotes | ||
Quotes | ||
Quotes | ||
Quotes |
评论
- 2025年3月20日
Ramesh, P.
- 2022年5月12日
Product Configuration & Tiered Volume Pricing - FINALLY!!!!!
So we were about to launch our software integrations and we ran into a huge limitation with the HubSpot product module - lack of tiered pricing, no volume pricing, no product configurations and no way to discount. We searched high and low for various apps to integrate with HubSpot and although some had fancy looking quoting capabilities, they all lacked the backend functionality we needed and/or were way way too expensive. I contacted Jamal (rad sales guy) and I had a long list of features I needed to make this work for us. This was the 3rd to 4th company I contacted. As much time as I wasted to get to MobileForce CPQ, I am glad I did because they have provided exactly what we need and at that point I knew exactly what we wanted! During our implementation setup they listened to our needs and really wanted to understand our business so they could accomplish our goals. They even made quite a few modifications to align with our workflow. This is a great solution that saves about 30-45 minutes per proposal per sales person and we can confidently continue to grow our sales team with a software built to guide sales people as to what options are available. Highly recommend their software and I can't believe I am their 1st review. Thanks for everything!
Sending quotes to prospects and clients
Parker, K.
运送 - 26 到 50 个员工
定价
Enterprise Edition
US$65
/月Easy to use configure, price and quote app for HubSpot. Create full quote proposals in minutes.
Products, Services, Categories, and Bundles
Product Configuration, Pricing, and Discounting Rules
Multiple Price Books and Currencies
Flexible Pricing Structures – Fixed, Subscription, Volume, Tiered, Flat, Per-Unit
Flexible Discounts
Pricing and Discounting Approval Workflows and Notifications
Configurable Quoting UI Layout with Custom Tabs, Fields, and Forms
Custom Quote and Contract Templates
Automatic Document Generator
Digital Signature with 3rd party e-signature
Automatic Save to CRM
Enterprise Edition
US$65
/月Easy to use configure, price and quote app for HubSpot. Create full quote proposals in minutes.
Products, Services, Categories, and Bundles
Product Configuration, Pricing, and Discounting Rules
Multiple Price Books and Currencies
Flexible Pricing Structures – Fixed, Subscription, Volume, Tiered, Flat, Per-Unit
Flexible Discounts
Pricing and Discounting Approval Workflows and Notifications
Configurable Quoting UI Layout with Custom Tabs, Fields, and Forms
Custom Quote and Contract Templates
Automatic Document Generator
Digital Signature with 3rd party e-signature
Automatic Save to CRM
* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间：2024/11/13
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