# 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 March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 alternatives

Highest Rated

[Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/)

[4.8 (165)](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 (1,243)](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 (298)](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

[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/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

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

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 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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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.

AU

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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/)

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)