--- title: "iQuoteXpress Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about iQuoteXpress Software - reviews, pricing plans, popular comparisons to other Quoting products and more." source_url: "https://www.capterra.com/p/119222/iQuote-Xpress/" page_type: "product" language: "en" --- # iQuoteXpress Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 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/) 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 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... ## iQuoteXpress Overview Updated August 2026 AI summary iQuoteXpress enables businesses of all sizes to automate quoting, generate proposals, and manage quotes and estimates with accuracy and consistency. Serving as a CPQ, product configurator, and proposal management solution, it offers approval workflows, CRM integration, digital signatures, and billing features. Deployment is available across cloud, desktop, and mobile platforms to support diverse sales and commercial teams. ## iQuoteXpress alternatives Highest Rated [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) [4.8 (167)](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/) [4.5 (1,259)](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 [4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting price $78.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## 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 create accurate quotes quickly and keep proposals moving. Operations leaders and executives benefit from standardized pricing, approval workflows, and visibility into quoting activity, while consultants and marketing coordinators support proposal delivery and sales responsiveness. 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 nearly every industry, with particular fit for large machine manufacturers, custom home builders, and companies in medical, telecommunications, security and CCTV, solar, and high tech sectors. Features and Usability ### What are the key features of iQuoteXpress? iQuoteXpress offers automated quoting, proposal generation, and quotes/estimates, along with product configurator and price and cost calculations. It also includes approval workflow, digital and electronic signature, document automation, CRM and pipeline management, reporting and statistics, and integrations for accounting, ERP, and third-party systems. 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. It connects CRM, accounting, document signing, and data management platforms used for quote and customer workflows. 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 options support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced walkthroughs for reviewing features and setup steps. 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 the platform as easy to use, and when changes cannot be made directly, support is said to respond quickly and handle requests well. 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 ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Automatic Formatting: Automatically formats data in a predetermined way - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Configurable Workflow: Configure existing workflows to meet your organization's needs - Configuration Management: Identify component attributes like servers, hardware, software, and manage relationships across all services - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - eCommerce Management: Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - ERP integration: Integrate with existing ERP systems - Estimating: Estimate expected cost based on various factors before a project begins - Guided Selling: A process designed for sellers to guide them through the entire selling process - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Currency: Manage and handle various international currencies - Multi-Language: Manage and support multiple languages - Online Catalog: An online catalog of inventory that customers can view - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Price and Cost Calculations: Calculate rule-based prices for a product/service - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Product Catalog: Present a catalog of inventory that customers can view - Product Configurator: Customize the specifications of a finished product to meet the particular needs of a customer - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development - RFP Creation: The process of creating a questionnaire and submitting it to prospective vendors. - RFP Management: Manage and process incoming documents detailing requests for proposals - Rule-based Configuration: Configure products according to pre-defined rules and/or constraints - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Order Management: An order generated by a seller to a customer, containing details about products or services - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: 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. 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.