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iQuoteXpress (IQX) is the ideal solution for SMBs and enterprises alike. An affordable, easy-to-use, fully supported sales proposal automation solution (a.k.a, configure, price, quote, or CPQ). Create product and pricing configurations in seconds. 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, and much more. Per-user, per-month pricing.
Provider
IQX International
Located In
United States
Foundation
2008
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Mobile Apps
Android, iOS
Training
In Person, Documentation, Webinars, Live Online
Support
FAQs/Forum, Phone Support, Email/Help Desk, Chat, Knowledge Base
We work with services and product manufacturers in almost every industry. Large machine manufacturers, custom home builders, medical, telecommunications, security and CCTV, solar, and high tech.
Content Source: iQuoteXpress
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iQuoteXpress Reviews
Pros
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 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.
It's a user friendly software, implementation and user adaptation have been quick, easy and seamless. Post sale customer service has been outstanding.
We strongly recommend using this tool to differentiate yourselves and create competitive advantages.
Cons
A little complicated to add vendors and specific partner logos. Limited times we need this but it does happen.
There are other products that may have a prettier user interface but overall no real complaints.
That's a big problem with one of our manufacturers.
We are not able to create our own configuration tools. Need to use the iQUoteXpress team for this.
"Best CPQ on the market"
Overall: Problems solved: 1. Onboarding time for new reps has reduced from 8 - 10 months to 2 -3months 2. Time taken to create proposals has reduced by 50% 3. Proposal errors have been reduced by 95%
Pros: iQuote Xpress has been a fantastic addition to our organisation. 1. allows you to fully customise the look and style of your proposal document in a Word format. 2. allows you to created calculators to guide sales reps in creating customised items 3. has reduced the time to create a quote by over 50% 4. allows us to easily track quotations submitted on a daily/weekly/monthly basis with no additional legwork 5. Sync seamlessly with Zoho CRM 6. has reduced quoting errors by 95%
Cons: There are no downsides I can see with iQuote Express. If there have been any issues (user related) the team at IQX have been amazing in their response time.
"Easy to Use and Great Tech Support"
Overall: 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.
"Would've loved to try it!"
Overall: 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.
"Right mix of functionality and value"
Overall: 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.
Vendor Response
"IQuote Review"
Overall: 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.
