# iQuoteXpress Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is iQuoteXpress the right Quoting solution for you? Explore 21 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/119222/iQuote-Xpress/reviews

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iQuoteXpress

4.8 (21)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of iQuoteXpress

Ease of use

4.8

Customer Service

4.7

## Pros and Cons in Reviews

PW

Philip W

DirectorBusiness Supplies and Equipment, 11 - 50 employeesUsed the software for: More than 2 years.

“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.“

June 24, 2022

## Showing most helpful reviews

Showing 1-21 of 21 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

James Paul M.  
Sales Manager  
Furniture  
Used the software for: 2+ years

### "Best CPQ on the market"

April 3, 2019

5.0

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.

Review Source

sM

shannon M.  
Inside Sales Admin  
Construction  
Used the software for: 2+ years

### "Easy to Use and Great Tech Support"

June 9, 2022

5.0

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.

Reason for choosing iQuoteXpress

too long ago, I do not remember. We started back in June 2019

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.

Review Source

DD

Devin D.  
Sr. Systems Engineer  
Oil & Energy  
Used the software for: Less than 6 months

### "Would've loved to try it!"

June 20, 2022

4.0

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

VR

Verified Reviewer  
VP  
Information Technology and Services  
Used the software for: 2+ years

### "Right mix of functionality and value"

June 21, 2022

4.0

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

Response from IQX International

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

MD

Matt D.  
Senior Account Manager  
Information Technology and Services  
Used the software for: 2+ years

### "IQuote Review"

June 30, 2022

4.0

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/)

Reason for choosing iQuoteXpress

Better solution with iquote

Review Source

PW

Philip W.  
Director  
Business Supplies and Equipment  
Used the software for: 2+ years

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

June 24, 2022

5.0

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

HD

Heather D.  
Consultant  
Design  
Used the software for: 2+ years

### "Quoting "

June 9, 2022

5.0

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

Response from IQX International

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.  
Marketing Coordinator  
Biotechnology  
Used the software for: 6-12 months

### "Well priced, easy to use, excellent support"

June 13, 2019

4.0

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](https://www.capterra.com/p/32152/Configure-One/)[Proposify](https://www.capterra.com/p/133332/Proposify/)[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)

Review Source

Response from IQX International

June 17, 2019

Thanks for your glowing review! Would be delighted to add a name/company to it : )

RM

Ricardo M.  
Sales  
Management Consulting  
Used the software for: 2+ years

### "Simple and easy to create quotes and follow up"

June 9, 2022

4.0

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

Naveen G.  
Founder/CEO  
Computer Software  
Used the software for: Less than 6 months

### "Reliable CPQ at a reasonable price"

June 23, 2022

5.0

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.

Reason for choosing iQuoteXpress

iQuoteExpress provided key features of a CPQ product at a reasonable price.

Review Source

MS

Matthew S.  
Director  
  
Used the software for: 6-12 months

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

June 12, 2018

5.0

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.

Review Source

SB

Sergio B.  
CEO  
  
Used the software for: 6-12 months

### "Powerful and professional quotes"

June 30, 2016

5.0

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.

Review Source

MC

Matt C.  
Sales manager  
Marketing and Advertising  
Used the software for: 2+ years

### "Why I use IQX"

September 5, 2019

5.0

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

DL

David L.  
Director of Operations  
Transportation/Trucking/Railroad  
Used the software for: I used a free trial

### "iQuoteExpress for international moving company"

June 9, 2022

5.0

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/)

Reason for choosing iQuoteXpress

still considering

Review Source

SL

Sergio L.  
Commercial Manager  
Information Technology and Services  
Used the software for: 6-12 months

### "Great tool Quotes"

June 27, 2016

5.0

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.

Review Source

GAS

Giovanni A. S.  
General Manager  
  
Used the software for:

### "Valuable Quoting & Proposal Software"

June 2, 2016

5.0

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.

Review Source

AC

Annette C.  
  
  
Used the software for: 1-2 years

### "iQuote Express "

June 27, 2016

5.0

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

Review Source

HS

Holly S.  
Owner  
Real Estate  
Used the software for: Less than 6 months

### "Guided Selling"

November 16, 2018

5.0

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.

Review Source

CB

Charles B.  
CEO  
Management Consulting  
Used the software for: Less than 6 months

### "Excellent! Easy to use! "

June 29, 2016

5.0

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

Review Source

CH

Carlos H.  
President  
  
Used the software for:

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

June 1, 2016

5.0

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

Review Source

JX

Joyce X.  
sale  
  
Used the software for:

### "want to try it"

July 17, 2014

5.0

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

Review Source

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