# iQuoteXpress Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about iQuoteXpress Software - reviews, pricing plans, popular comparisons to other Quoting products and more. Source: https://www.capterra.com/p/119222/iQuote-Xpress/ --- # iQuoteXpress Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) iQuoteXpress ## What is iQuoteXpress? Starting at just $39 a seat, iQuoteXpress (IQX) is an affordable, easy-to-use, fully supported sales quoting solution. IQX integrates with Zoho, Dynamics, Salesforce, Shopify, and more with ease, and includes custom proposal templates, centralized product and pricing configuration, sales quote tracking and reporting tools, FREE support, and much more. ## What is iQuoteXpress used for? [Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[CPQ](https://www.capterra.com/cpq-software/) Top alternative Featured Overall rating Based on 21 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $39 Per Feature, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for iQuoteXpress?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.iquotexpress.com&name=iQuoteXpress) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### iQuoteXpress 4.8 (21) VS. [4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) Starting Price $39 Per Feature, Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (21) Ease Of Use 4.3 (298) Value For Money 4.8 (16) Value For Money 4.3 (261) Customer Service 4.7 (20) Customer Service 4.4 (247) ## iQuoteXpress alternatives [Salesforce CPQ & Billing](https://www.capterra.com/p/120111/SteelBrick-CPQ/) [4.0 (11)](https://www.capterra.com/p/120111/SteelBrick-CPQ/#reviews) Starting price $75.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 73% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/120111/SteelBrick-CPQ/) [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) [4.5 (1,254)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/131735/PandaDoc/) Highest Rated [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) [4.8 (166)](https://www.capterra.com/p/153794/Better-Proposals/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/153794/Better-Proposals/) [Merkato](https://www.capterra.com/p/161027/Merkato/) [4.1 (14)](https://www.capterra.com/p/161027/Merkato/reviews/) Starting price $15000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/161027/Merkato/) ## FAQs about iQuoteXpress Overview ### Which roles and teams benefit most from iQuoteXpress? iQuoteXpress is most used by sales teams, account managers, and sales administrators who need to build accurate quotes quickly, standardize proposals, and shorten approval cycles. Operations leaders, executives, and business owners use it to improve pricing consistency, oversee quoting activity, and support revenue-focused decision-making across commercial workflows. Answer based on 20 reviews Overview ### What company size and specific industries is iQuoteXpress built for? iQuoteXpress is designed for services and product manufacturers across almost every industry, including large machine manufacturers, custom home builders, medical, telecommunications, security and CCTV, solar, and high-tech companies. It is aimed at organizations that need quoting support in these manufacturing and service sectors. Features and Usability ### What are the key features of iQuoteXpress? iQuoteXpress offers automated quoting, proposal generation, and quotes/estimates, plus product catalog and product configurator tools for pricing and cost calculations. It also includes approval workflow, digital signature, document management, CRM integration, reporting & statistics, and client portal features for sales and order management. Integrations ### Which third-party tools and platforms does iQuoteXpress integrate with? iQuoteXpress integrates with 7 third-party tools, including Salesforce Sales Cloud, HubSpot CRM, Zoho CRM, QuickBooks Online Advanced, Zoho Books, Docusign, and MSDS365. Its catalog covers CRM, accounting, e-signature, and document-related platforms for connecting quote and customer data across business systems. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does iQuoteXpress offer? iQuoteXpress provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced product guidance for teams getting started. Getting Started and Support ### What customer support options does iQuoteXpress offer? iQuoteXpress offers Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. Users describe support as responsive and helpful, especially when requested changes cannot be made directly in the system. The support team is also credited with quick assistance on needed updates. Answer based on 1 reviews ## Features AI summary Based on 1,828 Quoting reviews Capterra reviewers point to these as the top features buyers look for in quoting software: - **Quotes/Estimates** (**70%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**73%**) - **Pricing and Cost Calculations** (**66%**) iQuoteXpress supports all three of the features reviewers rank highest: **Quotes/Estimates**, **Billing & Invoicing**, and **Pricing and Cost Calculations**. Together, these capabilities help businesses create accurate quotes, manage charges and invoices, and calculate pricing with greater consistency, allowing teams to move from estimate to payment with fewer errors and better control. Quotes/Estimates 4.7 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Pricing Management 4.4 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Tool used to determine accurate pricing and product eligibility for borrowers Proposal Generation 4.8 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Create proposals based on costs of labor and materials Catalog Management 4.8 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Create and manage digital catalog of products/services with their details, specifications, and price Discount Management 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Track products that are for sale at a reduced price or part of coupon promotions Contact Management 4.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Manage, organize, and store contact information iQuoteXpress 77 features Define levels of authorization for access to specific files or systems Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Generate rule-based quotes for clients automatically Automatically formats data in a predetermined way Create, manage, and send invoices or bills to customers Track and manage schedules and meetings via an integrated calendar Create and manage digital catalog of products/services with their details, specifications, and price Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share AI models, media files, communicate, and work together Configure existing workflows to meet your organization's needs Identify component attributes like servers, hardware, software, and manage relationships across all services Manage, organize, and store contact information Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Access previous interactions or concerns to maintain customer relationships Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Track products that are for sale at a reduced price or part of coupon promotions Automated or logic-based workflows that assist in the creation of electronic documents Store, manage, and track all electronic documents in a centralized location Review and analyze existing information across documents Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Electronically collect payments for goods or services Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Integrate with existing ERP systems Estimate expected cost based on various factors before a project begins A process designed for sellers to guide them through the entire selling process Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Observe and track the demand, usage, progress or quality of a system, product, or user Manage and handle various international currencies Manage and support multiple languages An online catalog of inventory that customers can view Manage and track customer orders for goods, investments, or any other purchases Calculate rule-based prices for a product/service Track and manage the profit margin between the cost of a product and its selling price. Calculate rule-based prices for a product/service Tool used to determine accurate pricing and product eligibility for borrowers Present a catalog of inventory that customers can view Customize the specifications of a finished product to meet the particular needs of a customer Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Create proposals based on costs of labor and materials Generate quotes or estimates for customers Receive data and information in real time Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Enables creation, management, and tracking of product requirements & features during product production/development The process of creating a questionnaire and submitting it to prospective vendors. Manage and process incoming documents detailing requests for proposals Configure products according to pre-defined rules and/or constraints Automate processes to manage leads, contacts, opportunities and sales activities An order generated by a seller to a customer, containing details about products or services Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Online portal through which end users can access the system, manage tasks, or obtain information Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Track revisions and updates made to files and navigate between different versions Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.7 (18) 4.7 Based on 18 reviews ## Pricing Value for money 4.8 (16) Basic $39.00 Per Feature,Per Month Value for money 4.8 (16) 4.8 Based on 16 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (20) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (20) 4.7 Based on 20 reviews ## User reviews Overall rating 4.8 Based on 21 reviews Filter by rating 5(16) 4(5) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MD Matt D. Senior Account Manager Information Technology and Services ### "IQuote Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 June 30, 2022 It’s been good and we switched due to the lack of innovation from our previous quote vendor. Pros We like the ease of use to be able to create multiple proposals and also to utilize previous quotes of closed won business. Cons A little complicated to add vendors and specific partner logos. Limited times we need this but it does happen. Alternatives considered [QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/) Reasons for choosing iQuoteXpress Better solution with iquote Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. PW Philip W. Director Business Supplies and Equipment ### "Excellent and user friendly product with exceptional after sales support." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 24, 2022 Over all experience has been and continues to be an absolute pleasure. The support has been great! Pros That it is easy to use and that I can easily make changes where needed myself. Where I can't make the changes myself, the support team has been excellent with quickly making changes where possible. The reports functionality is also excellent in managing the quote/proposals in the system. The system is really user friendly and has been well worth it. We've been using it since 2018. Cons Nothing. It has met and exceeded every expectation in terms of using it for creating quotes/proposals. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Naveen G. Founder/CEO Computer Software ### "Reliable CPQ at a reasonable price" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 23, 2022 Pros iQuoteXpress provides functionality to set up product configuration and establish pricing rules for adding products to quotes. It includes functionality to generate professional quotes. The app is powerful and our requirements were fulfilled. The use of app has led to high quality professional quotes, and also time to prepare quotes has reduced. The product is flexible and support is efficient. Cons For a new user, like other similar products, iQuoteXpress can take time to master. Reasons for choosing iQuoteXpress iQuoteExpress provided key features of a CPQ product at a reasonable price. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User VP Information Technology and Services ### "Right mix of functionality and value" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 21, 2022 Good product, helpful support, good value. The product does what we bought it to do Pros We selected iQuote after reviewing several options and found the integration with SF.com and the overall UI and logical ease of use was excellent. We got it implemented fast and in the cases where we have needed support they have been responsive and very helpful. We are happy with our decision. Cons there are other products that may have a prettier user interface but overall no real complaints. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor June 28, 2022 Thanks for your review. You are going to love our new interface...very modern, clean, and intuitive. Please contact sales@iquotexpress.com to get in the front of the line for the migration! Regards, Martin DD Devin D. Sr. Systems Engineer Oil & Energy ### "Would've loved to try it!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 June 20, 2022 excellent, always professional & knowledgable Pros The automation of quotes & inclusion of CRM Cons it was hard for me to convince me team to get on board, it was mostly making decisions upon the catalogue internally. I cannot blame IQX for this. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SM shannon M. Inside Sales Admin Construction ### "Easy to Use and Great Tech Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 9, 2022 Daily use of IQX is very easy and user friendly. It has changed our quoting completely. We can quote faster and more accurately. We can follow each dealers progress more easily than before. Pros Easy to Use and Great Tech Support. Importing our initial items from quoter and zoho was very easy. Tech support walk me thru the process and it went very smoothly. Daily use of IQX is very easy and user friendly. Cons Daily use of IQX is very easy and user friendly, but since we have been using it since 2019, we have had some issues with item model #'s being too long for system entry. That's a big problem with one of our manufacturers. We want a easy reminder feature at the quote level to send an email or some sort of reminder on a later date picked for followup on that quote. We would like to see the ability to upload more than just a .pdf file in a quote. We would like the option to have the quote come up as an excel option too upon emailing it out. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Quoter](https://www.capterra.com/p/117768/Socket/) We needed more features and customized quote layout, and we combined our crm into our quoting IQX system for keeping all outlook dealers in one location that all of our sales guys could get to. Reasons for choosing iQuoteXpress too long ago, I do not remember. We started back in June 2019 Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. HD Heather D. Consultant Design ### "Quoting " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 9, 2022 I’ve enjoyed using this system. Pros It makes quoting quick and easy. Simple to use. Cons No electronic signature feature. This would be a really helpful tool. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor June 12, 2022 Thanks for the review! Give us a call so we can demo the e-sign feature...it is best-in-class! RM Ricardo M. Sales Management Consulting ### "Simple and easy to create quotes and follow up" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 June 9, 2022 great and simple to use to have all info organized. Pros Easy to integrate complex equipment costs that can have several options depending on final users necessity Cons To follow up on quotes, can't go back a step, need to start from the home page each time. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DL David L. Director of Operations Transportation/Trucking/Railroad ### "iQuoteExpress for international moving company" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 9, 2022 used the free trial to see how it would possibly integrate with Zoho Pros easy to use application for what we were looking for Cons was not compatible with Zoho integration Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/) Reasons for choosing iQuoteXpress still considering Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MC Matt C. Sales manager Marketing and Advertising ### "Why I use IQX" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 5, 2019 Pros Full transparency: I work with them. So don't take it from me. Check out the case studies on https://www.iquotexpress.com/industries Cons hard to say... while it has a Zoho CRM and Books single sign-on and a Dynamics single sign-on, it could use a Salesforce single sign-on. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/119222/iQuote-Xpress/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.