Easiest CPQ App to Setup and Use With Your Pipedrive CRM

Intelligent Quoting & Proposal Engine

Product or Service Quotes

Flexible Upsell/Cross-sell Workflows

Automatic Proposal Document Generation

Product, Pricing, and Approval Rules

Pipedrive CRM and Optional Back Office Integration

Please follow these steps to install the Mobileforce CPQ App

**1. **Login to your Pipedrive account;

2. Access the Mobileforce CPQ App directly from the Pipedrive Marketplace OR Navigate to the Pipedrive Marketplace and search for Mobileforce

3. Click on the "Install Now" button next to the Mobileforce CPQ App

4. You'll be taken to a screen that shows the requested permissions for Mobileforce CPQ. Click on the "Allow and Install" button there.

**5. **You'll be redirected to a screen with a message: "Installing MobileForce App". This step takes only a few seconds

6. Once the app is successfully installed, the screen now shows the message: "MobileForce App Installed"

7. Now on, if you access the Mobileforce App on the Pipedrive Marketplace, you'll get the message: "App already Installed". If so, click on "Continue to the App" button.

**8. **You can also access Mobileforce from your installed apps, by clicking on **Personal Preferences --> Tools and Apps --> Marketplace Apps **. From here, click on the "..." next to the app and then "Settings" to launch Mobileforce CPQ.

**9. ** You can directly select a Pipedrive Deal, and then click on the " ..." next to it, and either (a) List quotes or (b) create quote to see/create the Mobileforce CPQ quotes.