Mobileforce CPQ is a configure‑price‑quote (CPQ) platform built for field service, mobile sales, and complex product/service quoting across many CRM systems. Organizations that deploy field agents, offer managed services, or require on‑the‑spot quoting can use it to build and send quotes, proposals, and invoices directly from their CRM or mobile device. Mobileforce supports products, services, bundles, time‑based services, and flexible pricing models (tiered, volume, subscription, usage, etc.), all managed through a no‑code, rules‑driven interface.
What sets Mobileforce CPQ apart is its emphasis on mobile‑first usability, offline capabilities, and deep CRM integrations: sales and field service teams can configure, price, and quote from anywhere, even when offline, improving quote turnaround and sales velocity.
Why this product is good
Positives of Mobileforce CPQ Software
Product Details
What is Mobileforce CPQ?
Mobileforce CPQ is a purpose‑built CPQ and quote-to-cash-to-service platform catering to businesses that require mobility, flexibility, and integration. It simplifies the quoting and proposal process for field sales and service teams, enabling them to create quotes on the go, manage complex catalogs and pricing, enforce rules and approvals, and synchronize everything back to CRM and backend systems.
Organizations define their products, services, and pricing schemes through a no-code admin interface. Pricing rules, discounting logic, price books, bundles, and service options can be set up without heavy IT resources. When sales or field agents generate a quote, the system applies the appropriate rules, ensures all required items are included, validates discounts and pricing, and then generates a proposal or quote document. The quote or proposal can then be saved directly to CRM.
Because Mobileforce supports subscription, usage‑based, and volume pricing along with standard fixed/unit-based products and time‑based services, it accommodates a wide variety of business models: from simple one-time sales to recurring services, maintenance contracts, and complex bundles mixing products and services.
Features include:
- No‑code product catalog and rule configuration
- Multi-tiered and flexible pricing engines
- Mobile and offline quoting
- Integrated document generation and e-signature support
- Approval workflows and guardrails
- Deep CRM integrations and unified workflow
- Customizable UI/UX and quoting experience
No‑code product catalog and rule configuration: Allows admins to build and maintain product/service catalogs, create bundles, define pricing rules, dependencies, discount thresholds, approval workflows, and custom quote templates without writing code.
Multi-tiered and flexible pricing engines: Supports fixed, volume, tiered, block, subscription, and usage‑based pricing. Enables multiple price books, different currencies, and complex pricing schemes for bundling products and services.
Mobile and offline quoting: Native mobile‑ready apps (or responsive mobile web) allow field agents to create quotes, proposals, and update CRM even without internet connectivity. Once reconnected, data syncs automatically.
Integrated document generation and e-signature support: Generate quote and proposal documents (PDF, Word, Excel) that include multiple line items (products, services, bundles), and use e-signature integrations. Document templates are configurable and brandable.
Approval workflows and guardrails: Define rules for discount thresholds, approval thresholds, multi‑level approvals; automated guardrails prevent sales reps from mis‑pricing or breaking commercial policy.
Deep CRM integrations and unified workflow: Built to work inside popular CRMs; quoting and proposals reside in CRM, and quote data + documents sync in real time. Supports CRMs like HubSpot, SugarCRM, Creatio, Zendesk, Salesforce, ZohoCRM, and Microsoft Dynamics CRM.
Customizable UI/UX and quoting experience: Sales organizations can adapt the user interface, quote fields, layouts, forms, and templates to fit their go-to-market motion and field workflows.
What are the advantages of using CPQ?
Mobileforce CPQ Benefits
Mobileforce CPQ is a powerful solution that provides businesses with the tools they need to accurately configure and quote complex products and services quickly and efficiently.
Benefits of Mobileforce CPQ include:
- Accelerate quote-to-close cycles by enabling field agents to generate and deliver quotes on-site for faster decisions and fewer internal delays
- Reduce errors and compliance risk with automated pricing, discount, and approval rules that prevent mis-quoting and enforce commercial policy
- Support hybrid sales models by unifying quoting for products, services, subscriptions, and complex bundles in a single workflow
- Enable field sales and service teams to be self-reliant with on-site quoting, proposal generation, e-signature capture, and automatic CRM syncing
- Integrate seamlessly into your CRM and RevOps stack for consistent data, easier adoption, and smoother end-to-end revenue operations
- Scale your quoting process effortlessly with a platform that supports everything from basic configurations to complex pricing rules and enterprise-level workflows
What industries are best suited for this solution?
Mobileforce CPQ for Industries
Mobileforce CPQ is especially well‑suited for industries and business models that involve a mix of products, services, field work, and recurring or usage-based billing. Examples include:
Automotive
Smarter vehicle and component configuration: Mobileforce streamlines complex automotive configuration—think trims, components, accessories, warranties, and service packages—so reps can generate accurate quotes without relying on engineering. The system guides users through valid combinations, eliminating errors and rework.
Real-time pricing and discount governance: Automated pricing rules keep quotes consistent across dealerships, distributors, and field teams. When a rep attempts to apply an unauthorized discount, Mobileforce flags it instantly and suggests compliant alternatives.
Seamless quote-to-fulfillment alignment: Mobileforce connects sales, inventory, and production data. This ensures every automotive quote reflects up-to-date availability, lead times, and order constraints, improving delivery planning and reducing delays.
HVAC Manufacturers & Distributors
Configuration built around engineering rules: Mobileforce helps reps configure HVAC units, ductwork systems, and accessory bundles by embedding engineering logic directly into the quoting process. This ensures quotes always include required components and valid system combinations.
Dynamic pricing tied to inventory and cost changes: It automatically applies pricing that factors in material costs, distributor tiers, volume breaks, and seasonal programs. Reps always see the most current pricing without manual updates or spreadsheets.
Smooth handoff from quote to installation: Quotes generated in Mobileforce connect directly to downstream systems, ensuring installers receive accurate specs, model numbers, and configuration details. This reduces installation errors and accelerates project timelines.
Healthcare & Medical Devices
Guided configuration for regulated products: Mobileforce walks sales reps through compliant product configurations for medical devices, consumables, and service packages, ensuring each quote reflects required approvals, compatible components, and regulatory constraints.
Automated pricing for complex contracts: Healthcare deals often involve tiered pricing, contracted rates, volume commitments, and multi-year service agreements. Mobileforce automates all of this to maintain accuracy and auditability.
Improved coordination across clinical, sales, and service teams: Integration with CRM and service systems ensures every quote includes the correct device specs, service plans, and maintenance schedules. This creates a smoother path from evaluation to purchase to ongoing device support.
Prices
Mobileforce CPQ Pricing
Mobileforce CPQ offers tiered pricing to meet different sales operations needs:
- Professional plan: US $30 per user/month (billed annually). This includes core CPQ capabilities: product catalog, pricing & discount rules (up to 10 rules), single price book, fixed and unit‑based pricing, quote generation, CRM integration, and basic document generation.
- Enterprise plan: US $65 per user/month (billed annually). This unlocks advanced features: multi-price books and currencies, complex pricing schemes (volume/tiered/subscription), unlimited rules, approval workflows, e‑signature, mobile & tablet support, customizable templates and layouts, and deeper configuration flexibility.
- Custom plans: For organizations with highly specialized or large-scale quoting/service workflows, Mobileforce offers custom pricing and enterprise-level customization.
Is there anyone else out there?
Competitors and Alternatives to Mobileforce CPQ
If you are evaluating CPQ solutions, some of the Mobileforce alternatives you may want to consider include:
Top Mobileforce CPQ Alternatives
Conga CPQ
Conga CPQ is a robust, enterprise-class CPQ solution designed to handle complex product and service catalogs, multi-faceted pricing models, and bundling logic to generate accurate quotes and proposals quickly. It supports tangible goods, services, subscription/usage-based offerings, and automates configuration, pricing and discounting through a unified rules engine. The platform integrates tightly into larger “quote-to-cash” and contract lifecycle workflows, offering e-signature, document generation, and order-management capabilities, making it well suited for companies needing strict pricing compliance, complex quoting processes, and end-to-end revenue operations.
DealHub CPQ
DealHub CPQ offers a modern, no-code, agentic quote-to-revenue platform designed for flexibility, fast quoting, and streamlined quote-to-cash workflows. It supports dynamic pricing models, usage-based, tiered or subscription pricing, automated approvals, and integrates with major CRMs and ERPs, enabling sales and operations teams to create complex quotes and proposals with minimal technical overhead. DealHub is especially suitable for businesses that require agility in supporting a variety of monetization models and channel sales, frequent updates to pricing or products, and flexibility to support both traditional product sales and subscription/recurring models within a unified system.
Oracle CPQ
Oracle CPQ is a cloud-based, enterprise-grade CPQ solution optimized for large businesses and organizations with complex product configurations, high-volume quoting needs, and multi-channel sales operations. It offers guided configuration, flexible pricing (multi-pricebooks, promotions, channel pricing, localization), subscription and service ordering, and automated approvals. It’s designed to give sales teams accurate pricing and quoting even in highly complex, global environments. Its integration with broader ERP/CRM/ordering systems and support for bundle, subscription, renewals, and asset-based ordering make it ideal for manufacturers, distributors, and large-scale enterprise sales operations.
FPX CPQ
FPX CPQ is an enterprise-grade, cloud-based CPQ solution focused on manufacturers — especially in industries like automotive, heavy equipment, and industrial machinery — where complex product configurations, engineered options, and rules-driven quoting are the norm. Its powerful configuration engine (often referred to as “Selector / SCPQ”) enables guided selling: dealers or sales reps can walk through a structured selection process and the system will enforce compatibility rules, dependencies, and valid combinations automatically. Once configured, FPX can generate full quotes, orders, and even bills of materials (BOMs), ensuring the sales output is production-ready. It integrates with back-end ERP and front-end CRM or commerce systems to ensure real-time pricing, availability, and margin data across channels. With its legacy in engineered goods and support for complex pricing, multi-channel sales, and automation of quote-to-order workflows, FPX CPQ is particularly strong for organizations selling configurable products at scale.
QuoteWerks
QuoteWerks is a lighter-weight, highly integrated CPQ/quote-to-cash tool tailored for manufacturers, distributors, value-added resellers (VARs), and service providers. It enables companies to quickly produce professional, branded quotes and proposals (including SOWs, terms, contracts), route them for approvals, collect payments (credit card, ACH), and store all documents centrally. With its broad library of integrations (CRMs, PSA systems, accounting, vendor/distributor systems, shipping, gateways, etc.), QuoteWerks is a strong fit for smaller or mid-sized organizations seeking a cost-effective, integrated CPQ solution without the complexity or overhead of heavy enterprise platforms.
FAQs
Common Questions and Answers
Mobileforce integrates natively with many popular CRM platforms, including HubSpot, Salesforce, Microsoft Dynamics CRM, SugarCRM, Creatio, and Zendesk Sell. In addition, thanks to its API-first architecture, Mobileforce supports bidirectional integration with ERP systems (inventory, order management, payment, back-office, etc.), enabling real-time inventory visibility, accurate pricing, and synchronized quote-to-cash data across CRM, CPQ, and ERP.
Mobileforce is built for mobile-first quoting workflows; it supports “hybrid cloud & offline” mode, so field sales or service agents can generate quotes or proposals on their devices even when they don’t have a network connection. Once connectivity is restored, the data syncs automatically back to CRM and back-end systems. This capability enables on-the-spot quoting and immediate proposal delivery, which is essential for teams working in remote locations, on-site service jobs, or situations where network access is unreliable.
Yes. Mobileforce supports a broad spectrum of pricing schemes within a single quote: fixed/unit-based pricing, volume/tiered or block pricing, subscription-based pricing (with proration, renewal, uplift), and usage-based models. Its no-code rules engine lets Sales Operations define multi-tier price books, discounting rules, bundle logic, approval thresholds, and dynamic pricing adjustments. The platform also enables configuration of complex product/service catalogs combining physical goods, services, maintenance plans, and recurring billing, and generates professional quotes or proposals accordingly.
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