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COMPARISON

quote•hapily vs. MobileForce CPQ

quote•hapily is built natively for HubSpot — so quoting stays fast, flexible, and fully aligned with your CRM.

15 MIN READ

quote vs Mobileforce CPQ
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TL;DR
Native HubSpot CPQ for your business, in the same place as your deals and customer data

With quote•hapily, you get advanced CPQ functionality including price books, approval workflows, calculated pricing, and compliance controls directly in HubSpot for $4,999/year (includes 5 users).

Mobileforce CPQ offers a separate platform approach with a focus on field service capabilities, but requires learning a new interface for quote creation.

Want the full unedited breakdown? Keep reading ⤵️

Tackle complex quoting and CPQ requirements natively inside HubSpot.

Both quote•hapily and Mobileforce CPQ let HubSpot users create and manage quotes, but quote•hapily adds advanced CPQ features directly within HubSpot's interface while Mobileforce operates as a separate connected platform.

 

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  • Built exclusively for HubSpot
  • Native HubSpot interface
  • Dynamic price books and bundling
  • Multi-level approval workflows
  • $4,999/year (includes 5 users) + additional users: $49/month

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  • Multi-CRM platform (not HubSpot exclusive)
  • Separate interface from HubSpot
  • Offline mobile quoting capabilities
  • Field service focused
  • $30-65/month/user (tier dependent)

Comparing quote•hapily vs Mobileforce CPQ

 

 

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Price

$4,999/year (includes 5 users) + additional users: $49/month

  • Professional: $30/user/month
  • Enterprise: $65/user/month
White Glove Onboarding

$999

Self-service with paid options

HubSpot Integration

HubSpot Native Experience

Fully embedded in HubSpot UI

Launches from HubSpot, but separate app

Data Sync

Direct use of HubSpot objects

Bi-directional sync between systems

Setup Complexity

Low - HubSpot-focused configuration

Medium to high - separate platform setup

CPQ Features

Price books

Dynamic rules using any HubSpot data

Limited in Pro tier, multiple in Enterprise

Approvals

Multi-level using HubSpot workflows

Basic in Pro, advanced in Enterprise

Product bundles

Fully configurable on all plans

Complex bundling capabilities

Mobile & offline quoting

Requires internet connection

Native offline capability with mobile app

Multi-currency

Uses native HubSpot currencies

Enterprise tier only

Business Controls

Compliance rules

Dynamic rules based on HubSpot data

Role-based with advanced controls

Margin controls

Automated rules and alerts

Customizable pricing thresholds

User permissions

HubSpot permission model

Separate permission system

Audit trail

Complete HubSpot history

Internal system logging

User Experience

Quote creation

Directly inside HubSpot on one screen

Separate interface displayed in modal in HubSpot

Mobile access

Through HubSpot mobile (online only)

Dedicated mobile app with offline support

Template management

HubSpot template builder

Multiple templates in Enterprise tier

External system integration

Integrates with 1000’s of apps through HubSpot

Can connect directly to ERP and inventory systems


👀 See quote•hapily in action

Wondering how quote•hapily will work for your manufacturing, shipping and logistics, or SaaS business? Let's walk through creating a common quote creation workflow in HubSpot to see how it adds guardrails and powerful functionality to HubSpot deals:

It comes down to where your team works and how deeply you're invested in HubSpot.

Mobileforce CPQ Comparison

 

Native HubSpot integration means faster adoption

Mobileforce works well for field service businesses that need offline quoting capabilities. quote•hapily focuses on giving you advanced CPQ functionality like price books, bundling, and approvals directly inside HubSpot where your team already works. Your HubSpot product library and line items are automatically connected with no syncing required.

CRM Integration

Build quotes where your data lives

quote•hapily's CPQ features work directly inside HubSpot, using your existing data and workflows. Mobileforce requires you to configure and maintain a separate system with its own product catalog and rule setup. This means your team needs to learn a new platform and you'll need to manage data connections between systems.

Clean data, accurate reporting

With quote•hapily, you can analyze your full sales pipeline in HubSpot, track every quote detail in your deal timeline, and generate accurate reports without managing multiple systems. Every quote, price, and approval is automatically recorded to your HubSpot deals and contacts. Everything is right there in HubSpot, ready for reporting.

Dynamic Pricing Formulas

Streamlined quoting for complex CPQ scenarios

With quote•hapily, manufacturing companies can easily create complex quotes with product bundles and component pricing without leaving HubSpot. SaaS businesses can implement subscription-based pricing with tiered discounts. Shipping and logistics companies can apply regional price books and margin rules - all while keeping your data clean in HubSpot.

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quote•hapily vs MobileForce CPQ:
Which is right for me?

Great question! We obviously think we’re pretty great, but here’s an honest answer:

Both quote•hapily and Mobileforce CPQ offer advanced quoting capabilities for HubSpot users. Both provide tools for pricing rules, approvals, and product bundling that go beyond HubSpot's native capabilities.

However, they serve somewhat different use cases and business models.

quote•hapily is ideal if:

  • Your team lives in HubSpot and wants to stay there
  • You value a seamless, native HubSpot experience
  • You want a solution that's easy to implement and manage
  • You're focused on streamlining the quoting process for inside sales
  • Your business is in manufacturing, SaaS, or shipping and logistics

Mobileforce CPQ might be better if:

  • Your sales team frequently works in the field without reliable internet
  • You need offline quoting capabilities with a dedicated mobile app
  • You have extremely complex product configurations
  • Your business model is primarily field service-oriented
  • You plan to potentially use multiple CRMs in the future

 

Here’s how quote•hapily and MobileforceCPQ stack up for different business needs.

Advanced Quoting Within HubSpot vs. Field Service Mobility

Both quote•hapily and Mobileforce offer advanced quoting capabilities, but they approach the quote creation process differently.

1. Native HubSpot vs. Separate Platform

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quote•hapily enhances HubSpot's native quoting capabilities directly within your CRM. Everything happens inside HubSpot, which means your sales team doesn't need to learn a new interface.

This tight integration ensures all your quote data stays in HubSpot and follows your existing workflows.

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Mobileforce takes a different approach. While it connects to HubSpot, you’re clearly using a different interface when creating or editing quotes.

However, Mobileforce provides a dedicated mobile app with offline capabilities, which is valuable for field service businesses where internet connectivity may be limited.

 

By choosing a HubSpot native CPQ solution like quote•hapily, your business has room to grow without running into limits later. When you need to add more sophisticated pricing rules or approval workflows, everything is already integrated with your existing HubSpot processes.

2. Online vs Offline Quoting
One of the key differences is how each solution handles mobile quoting:

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  • Works through HubSpot's web interface
  • Mobile-responsive but requires internet connection
  • Ideal for office-based or remote sales teams with connectivity
  • Perfect for manufacturing, SaaS, and shipping companies with inside sales teams

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  • Offers a dedicated mobile app
  • Works offline with sync when back online
  • Built for field service teams with intermittent connectivity
  • Important for on-site quoting in areas with poor reception

 

For manufacturing businesses, shipping and logistics companies, and SaaS organizations that primarily quote from the office or with internet access, quote•hapily's approach keeps everything streamlined in HubSpot without adding complexity.

 

Dynamic Pricing Formulas

FREE GUIDE
The Essential Guide to Mastering Calculated Pricing Inside HubSpot

Sophisticated Price Books & Rules

Both solutions offer powerful pricing capabilities, but with different approaches.

1. Dynamic Price Books in HubSpot

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Mobileforce CPQ also has support for price books but they rely on a disconnected product catalog and management system outside of HubSpot.

 

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quote•hapily provides robust price book functionality directly in HubSpot, allowing you to:

  • Create multiple price books for different customer segments or regions
  • Apply pricing rules based on any HubSpot data
  • Automatically select the right price book based on deal criteria
  • Maintain a single product catalog in HubSpot for clean reporting

For manufacturing companies with different distribution channels, or shipping and logistics businesses with regional pricing, quote•hapily makes managing these variations straightforward within HubSpot.

 

2. Building Multi-Level Approval Workflows
Both quote•hapily and Mobileforce offer approval workflow capabilities, but they work differently.

Embedded
For SaaS companies with established approval processes or manufacturing businesses with multiple stakeholders in the quote approval process, keeping everything in HubSpot streamlines operations and improves visibility

HubSpot-native approvals with quote•hapily’s HubSpot workflow actions mean:

  • You can create complex approval chains based on any HubSpot data
  • Approvals are tracked directly in your deal timeline
  • Notifications work through your existing HubSpot channels
  • Approvers can work entirely within HubSpot

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quote•hapily's embedded approach means everyone stays in the same system, maintaining context and reducing friction in the approval process. This is particularly valuable for teams already invested in HubSpot workflows and processes.

 

External
Mobileforce's approval system:

  • Lives in the Mobileforce platform (separate from HubSpot)
  • Offers basic capabilities in Professional tier, advanced in Enterprise
  • Requires approvers to potentially work outside of HubSpotSyncs approval statuses back to HubSpot after completion

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3. Support for product bundles
Managing complex pricing scenarios like volume discounts, product bundles, or tax calculations can quickly become challenging.  

Full Bundle Built


With quote•hapily, you get a sophisticated rules engine that automatically applies pricing calculations and guardrails when you build quotes in HubSpot.

 

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Mobileforce CPQ supports product bundling with the option to add additional line items to products which will be included when the “parent” product is added to a quote.

Pricing

Making the best business decision for running CPQ in HubSpot means understanding both the immediate costs and long-term value for your business. Let's break down how quote•hapily and Mobileforce CPQ compare. 

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$4,999/Year (includes 5 users)

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Professional: $30/user/month

  • Limited features (up to 10 pricing rules, 1 price book)

Enterprise: $65/user/month

  • Unlimited rules, multiple currencies)

The key difference? While both platforms have per-seat pricing, quote•hapily includes all CPQ features at a comparable price which means growing businesses won't hit feature walls as needs become more sophisticated.

Frequently Asked Questions About CPQ in HubSpot

How does Mobileforce CPQ's integration with HubSpot work?

Mobileforce CPQ connects to HubSpot via API integration. You can launch Mobileforce from a HubSpot deal, and it syncs data bi-directionally. However, it's a separate platform with its own interface, not embedded within HubSpot like quote•hapily.

Does quote•hapily work for field service businesses?

Yes, quote•hapily works for field service businesses that have internet connectivity. However, if your team frequently works in areas without reliable internet and needs offline quoting capabilities, you might consider a solution with dedicated offline functionality like Mobileforce.

What's the main difference between quote•hapily and Mobileforce CPQ?

The primary difference is that quote•hapily is built natively within HubSpot, enhancing its existing quoting capabilities without requiring users to leave the platform. Mobileforce is a separate platform that connects to HubSpot but operates outside it, offering specialized features like offline quoting through a mobile app.

How much does CPQ cost with HubSpot?

CPQ solution costs vary:

  • quote•hapily: $4,999/year for 5 users, then $49/user/month for additional users
  • Mobileforce CPQ: $30-65/user/month depending on tier

How long does it take to implement quote•hapily vs. Mobileforce?

quote•hapily typically has a faster implementation since it works within your existing HubSpot setup. Mobileforce may require more setup time as it involves configuring a separate platform and establishing the data connections between systems.

Can I create custom approval workflows with both solutions?

Yes, both platforms offer approval workflows, but they handle them differently:

  • quote•hapily uses HubSpot's native workflow engine, keeping everything in one system
  • Mobileforce has its own approval system that syncs status back to HubSpot

Can I use both solutions on mobile devices?

Yes, but with differences:

  • quote•hapily works through HubSpot's mobile app or browser, requiring internet connectivity
  • Mobileforce offers a dedicated mobile app with offline capabilities Consider your team's mobile requirements when choosing between these options.
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quote•hapily is your HubSpot native solution for complex CPQ scenarios

 

If you’re looking for a HubSpot CPQ solution that:


Lets you automatically enforce pricing policies and provide quoting guardrails

Makes it simple to manage custom pricing, discounts and product catalogs

Speeds up the sales cycle from initial quote creation to approval inside HubSpot

Integrates natively with HubSpot so you don't have to manage extra tools

Is affordable whether you’re just starting out or scaling your business

… then we built quote•hapily for you.

We can’t wait to see the quoting efficiency it unlocks for you. Want to see more? Schedule a chat with our team! 

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Want to learn more? Let's talk!
Start your journey towards smarter, seamless quoting inside HubSpot.