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iQuoteXpress

Reviews of iQuoteXpress

4.8 (21)
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iQuoteXpress Reviews

Showing all 21 reviews
Overall
4.8
Ease of Use
4.8
Customer Service
4.7

About iQuoteXpress

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. Learn more about iQuoteXpress

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.

Showing Most Helpful

Showing 21 of 21 reviews

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James Paul M. avatar
James Paul M.
Sales Manager
Furniture, 11-50 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
April 3, 2019

"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.

shannon M.
Inside Sales Admin
Construction, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
June 9, 2022

"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.

Reasons for Choosing iQuoteXpress: too long ago, I do not remember. We started back in June 2019
Switched From: Zoho CRM and Quoter
Reasons for Switching to iQuoteXpress: 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.
Devin D.
Sr. Systems Engineer
Oil & Energy, 201-500 employees
Used the software for: Less than 6 months
Overall Rating
4.0
Ease of Use
4.0
Customer Service
4.0
Features
4.0
Value for Money
4.0
Likelihood to Recommend
6/10
Reviewer Source
Source: Capterra
June 20, 2022

"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.

Verified Reviewer
VP
Information Technology and Services, 11-50 employees
Used the software for: 2+ years
Overall Rating
4.0
Ease of Use
4.0
Customer Service
5.0
Features
4.0
Value for Money
5.0
Likelihood to Recommend
8/10
Reviewer Source
Source: Capterra
June 21, 2022

"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.

Reasons for Switching to iQuoteXpress: pricing increase and a lack of product development

Vendor Response

By IQX International on 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
Matt D.
Senior Account Manager
Information Technology and Services, 1-10 employees
Used the software for: 2+ years
Overall Rating
4.0
Ease of Use
4.0
Customer Service
3.0
Features
4.0
Value for Money
4.0
Likelihood to Recommend
8/10
Reviewer Source
Source: Capterra
June 30, 2022

"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.

Alternatives Considered: QuickBooks Desktop
Reasons for Choosing iQuoteXpress: Better solution with iquote
Reasons for Switching to iQuoteXpress: Lack of innovation and support
Philip W.
Director
Business Supplies and Equipment, 11-50 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
June 24, 2022

"Excellent and user friendly product with exceptional after sales support."

Overall: 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.

Heather D. avatar
Heather D.
Sales consultant
Design, 51-200 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
June 9, 2022

"Quoting "

Overall: 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.

Vendor Response

By IQX International on June 12, 2022
Thanks for the review! Give us a call so we can demo the e-sign feature...it is best-in-class!
Nicholas TY L. avatar
Nicholas TY L.
Marketing Coordinator
Biotechnology, 11-50 employees
Used the software for: 6-12 months
Overall Rating
4.0
Ease of Use
5.0
Customer Service
5.0
Features
4.0
Value for Money
5.0
Likelihood to Recommend
8/10
Reviewer Source
Source: Capterra
June 13, 2019

"Well priced, easy to use, excellent support"

Overall: Fantastic, implementing and developing was easy because the support team was absolutely incredible.

Pros: Flexibility of quoting for items, adjusting item description and adding items not in the database quickly onto the proposal. Its intuitive and easy to use.

Cons: Integration with the CRM is uni-directional, changing of opportunity stages has to be done from the IQX.

Alternatives Considered: Configure One Cloud, Proposify and PandaDoc

Vendor Response

By IQX International on June 17, 2019
Thanks for your glowing review! Would be delighted to add a name/company to it : )
Ricardo M.
Sales Manager
Machinery, 201-500 employees
Used the software for: 2+ years
Overall Rating
4.0
Ease of Use
5.0
Features
4.0
Likelihood to Recommend
8/10
Reviewer Source
Source: Capterra
June 9, 2022

"Simple and easy to create quotes and follow up"

Overall: 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.

Naveen G. avatar
Naveen G.
Founder/CEO
Computer Software, 51-200 employees
Used the software for: Less than 6 months
Overall Rating
5.0
Ease of Use
4.0
Customer Service
5.0
Features
4.0
Value for Money
4.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
June 23, 2022

"Reliable CPQ at a reasonable price"

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.
Martin S. avatar
Martin S.
GM
Information Technology and Services, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Reviewer Source
Source: Capterra
June 12, 2018

"Easy to learn...good team to work with. They got us started generating proposals quickly."

Pros: Easy to use configuration software to help our sales team product accurate proposals. We love the guided selling assistance especially for our new sales reps.

Cons: The software has almost too much functionality. We had to streamline for our own purposes. Overall it is very robust.

Sergio B.
BDM
Logistics and Supply Chain, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
June 30, 2016

"Powerful and professional quotes"

Overall: From simple to complex proposals, iQuote speed up my productivity. Now, I can concentrate all the product information, including brochures, project drawings, and others, with one click to a unique PDF file.

Pros: Intuitive, simple for use, delivery a very clear and powerful proposal to our customers.

Matt C.
Sales manager
Marketing and Advertising, 11-50 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
9/10
Reviewer Source
Source: GetApp
September 5, 2019

"Why I use IQX"

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.

David L. avatar
David L.
Director of Operations
Transportation/Trucking/Railroad, 11-50 employees
Used the software for: I used a free trial
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
8/10
Reviewer Source
Source: Capterra
June 9, 2022

"iQuoteExpress for international moving company"

Overall: 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 and Zoho Books
Reasons for Choosing iQuoteXpress: still considering
Sergio L.
Commercial Manager
Information Technology and Services, 1-10 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
June 27, 2016

"Great tool Quotes"

Overall: Easy to use, the interaction of the software is incredible, you do not need experience to use it. Customer is unique and personalized. 100% recommendable.

Giovanni A. S.
General Manager
Used the software for:
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Reviewer Source
Source: Capterra
June 2, 2016

"Valuable Quoting & Proposal Software"

Overall: Our organization uses iQuote for all our quotes and proposals, we're heavily attached to the software and for good reasons. It's a user friendly software, implementation and user adaptation have been quick, easy and seamless. Post sale customer service has been outstanding. Most important, iQuote has helped our business grow, we've been able to close an increasing number of sales using iQuote, our proposals are simply just better than our competitors. We strongly recommend using this tool to differentiate yourselves and create competitive advantages.

Annette C.
11-50 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
June 27, 2016

"iQuote Express "

Overall: Very easy to use, the proposals are very professional and reduce the mistakes of sales agents. I highly recommend IQuote Express.

Holly S.
Owner
Real Estate, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
November 16, 2018

"Guided Selling"

Overall: Excellent software...very robust.

Pros: Very easy to get up and running. Enjoy the catalog and configuration tools.

Cons: We are not able to create our own configuration tools....need to use the iQUoteXpress team for this.

Charles B.
CEO
Management Consulting, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
June 29, 2016

"Excellent! Easy to use! "

Overall: I had like a headache every time that I have to issue quotations. Now, it's like a pleasure when we have to quote for a customer. And without errors!

Pros: Easy to use, Intuitive

Cons: could have a customizable view

Carlos H.
President
Used the software for:
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Reviewer Source
Source: Capterra
June 1, 2016

"Easy to use.. Incredible features..."

Overall: Easy to Use.. You can manage documents also. Great feature. Outstanding the quality of the quotes generated. Great impact in our organization.

Joyce X.
sale
Used the software for:
Overall Rating
5.0
Ease of Use
4.0
Customer Service
2.0
Reviewer Source
Source: Capterra
July 17, 2014

"want to try it"

Overall: maybe it cuit for hotel furniture supplier,i want to try it.