Mobile CPQ: Customer Self-Service on Tacton CPQ

What is mobile CPQ self-service?

Mobile CPQ self-service is the same configure-price-quote logic your sales team uses internally, made available directly to the people who don't sit in your office: field reps standing on a factory floor, dealers in a showroom, distributors quoting from their own laptop in another country. As a Tacton reseller and implementation partner, we build this on top of Tacton CPQ, under the hood it is the same constraint solver and price engine as your desktop sales tool, wrapped in a lighter, guided front end we call "Build your thing."

The point is not a smaller screen. It's removing you, or your salesperson, from the loop for quotes that don't need judgment: a known distributor reordering a known configuration, a rep confirming an option combination between customer meetings, a dealer giving a same-day budgetary number without calling head office.

The people who actually use it fall into a small number of patterns we see repeatedly on manufacturing projects: a field rep standing next to the equipment with the customer, checking one option combination is buildable before promising a delivery date; a distributor or reseller who sells your product but has no direct line to your engineering team; and, on some products, the end customer themselves, configuring a budgetary quote before a human ever gets involved. None of them need, or want, the full internal sales tool. They need a narrower, faster version of it.

What it looks like in practice

A self-service session asks the same kind of need-based questions as our sales configurator, capacity, mounting, market, options, and the constraint engine removes invalid combinations as they go, exactly as it does for an internal seller. Where the underlying product has 3D CAD connected (as Swift Lifts does, through Dynamaker), the self-service session can show a live visual of the configuration updating in real time, not just a spec list. The output is a real quote or spec sheet, not a lead form, the whole point of self-service is that nobody has to wait for a human to type it up.

How it fits your existing Tacton CPQ setup

Self-service is not a second product model to maintain. It reuses the rule model, pricing logic and market variants already built for your internal Tacton CPQ, typically restricted to a narrower question set so an unsupervised user can't reach a configuration your product team wouldn't want quoted without review. Per-market pricing and language, already needed for a multi-country sales team, carries over directly, this is the same mechanism that lets our customer HMF Cranes quote in 35 countries from one model. If you're not yet a Tacton customer, self-service is the second phase after a standard CPQ implementation, not a shortcut around one.

Self-service vs. sales-assisted, when to use each

Most manufacturers run both against the same product model rather than choosing one, self-service absorbs the repeatable volume, and reps keep the deals that actually need a human. In practice the split shifts over time: products start almost entirely sales-assisted, and the self-service share grows as the product model matures and the sales team trusts it enough to stop double-checking every output.

Case: Swift Lifts, distributors quote without the factory

Our customer Swift Lifts puts this into practice: distributors configure, visualize and quote independently, with real-time 3D CAD, without looping in the factory for every deal. That's the target outcome of self-service, not a smaller sales tool, but one fewer handoff between "customer wants a price" and "customer has a price."

Pricing: three tiers, licences included

We sell mobile self-service in three tiers by configuration volume, priced monthly and including the Tacton CPQ licences required to run it, not a separate line item you have to negotiate later:

• Small, from EUR 1,095/month, up to 5,000 configurations per year
• Medium, from EUR 1,460/month, higher configuration volume
• Large, from EUR 2,895/month, highest configuration volume

These are starting prices for a defined scope; see our full CPQ pricing breakdown for what drives the number up or down, and book a meeting for the exact figure against your product and volume rather than guessing from a tier name.

Is this for you?

If your sales team already fields the same repeatable quote request more than a few times a week, a known distributor, a known configuration, a known market, that volume is a self-service candidate today. If every quote still needs an engineer's eyes, fix that in your core Tacton CPQ model first; self-service on top of an unreliable model just moves the risk closer to the customer. Either way, book a meeting and we'll tell you honestly which one you're dealing with.

Frequently asked questions