reforce

Product overview

Complex quotes, pricing, and sales in one platform

Reforce brings CPQ and CRM together so teams can manage products, configure offers, control pricing, capture requests, and move deals forward from one connected system.

Product map

CPQ CRM

A 360° commercial platform. One system for structured sales execution

CPQ

For catalog management, configuration, price books, simulation, storefronts, and order workflow.

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CRM

For account records, inbound capture, dynamic segmentation, workflows, and commercial visibility.

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CPQ capabilities

Explore the six core workflows inside Reforce CPQ

Each module connects back to the same commercial data model so catalog structure, configuration, pricing, storefronts, and order execution stay aligned.

Catalog

Central product & catalog management

Structure the sellable catalog with products, variants, categories, media, assignments, custom attributes, publishing state, and catalog-specific overrides.

Products, variants, categories, and media

Catalog status, validity windows, and store assignment

Visibility, featured state, and price overrides by catalog

View catalog management

Configuration

Advanced product configuration engine

Build reusable templates with multi-step flows, field logic, defaults, conditional visibility, dependencies, validation, and linked option pricing.

Field types, required logic, and default values

Conditional visibility and option dependencies

Product or variant-linked options with pricing effects

View configuration engine

Pricing

Context-aware pricing & price books

Apply scoped price books and rule-based pricing directly into offers and storefront-originated orders.

Price books by store, catalog, account, or group

Fixed, amount, percent, and formula rules

Quantity ranges, priorities, and validity windows

View pricing & price books

Simulation

Configuration simulation

Validate template behavior before release by simulating product, date, and customer context and inspecting rule, constraint, and pricing output.

Simulate by template, product, date, or customer group

Inspect visible steps, fields, and validation issues

Compare rule matches and calculated pricing output

View configuration simulation

Storefronts

Expose products and quote flows externally with store records, assigned catalogs, CMS pages, theming, cart, checkout, and backend offer creation.

Domains or subdomains per storefront

CMS, navigation, SEO, and theme settings

Quote-first checkout tied to backend offers

View storefronts

Orders

Order pipeline

Carry offers from creation through review, proposal, negotiation, and final outcome with configuration payloads, price books, totals, and PDF output attached.

Lifecycle states from creation to outcome

Line items, pricing, manual adjustments, and totals

PDF preview/export plus revenue and pipeline tracking

View order pipeline

CRM capabilities