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Average Ratings 4 Ratings

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features
design
support

Description

Consider the potential boost in revenue if your customer-facing teams were equipped with a more efficient and intelligent configuration, pricing, and quoting (CPQ) application that enables them to finalize contracts in real-time. This CPQ solution offers extensive functionalities for configuring products and services, determining prices, generating quotes, and managing approvals, all while seamlessly connecting with your backend systems like CRM, ERP, and customer support platforms. It simplifies the process of crafting tailored quotes and proposals for each sales opportunity. Additionally, the smart wizard feature automatically fills in quotes by recognizing patterns from previous customer interactions or project similarities, including applicable discounts and promotional offers. By streamlining these processes, you enhance not only efficiency but also overall customer satisfaction and engagement.

Description

QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Gotransverse No 
LogiSense No 
Microsoft 365 No 
Salesforce No 

Integrations

Gotransverse Yes 
LogiSense Yes 
Microsoft 365 Yes 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$75 USD/user/month*
servicePath CPQ+ Professional Edition

Leading Configure Price Quote (CPQ) platform for technology vendors, Managed Services Providers, software companies, SI's and VARs. Our CPQ+ thrives with changing market dynamics, complex configuration & sales, resulting in enhanced quote velocity/governance and revenues. Perfect for fast and growing markets, as well as highly acquisitive or PE-backed firms with a broad set of products and services that need to execute on digital transformation. Integration with Salesforce and Dynamics CRM.

*billed annually
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

MobileForce Software

Country

United States

Website

mobileforcesoftware.com/products-cx-cpq/

Vendor Details

Company Name

servicePath

Founded

2011

Country

Canada

Website

servicepath.co

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Sales Acceleration

CPQ Yes 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting Yes 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management Yes 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics No 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

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