iQuoteXpress logo

iQuoteXpress

by iQuoteXpress, Inc · Since 2009
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ActiveAvailable globallyCloud
Quick facts
VendoriQuoteXpress, Inc
Year launched2009
StatusActive
Location4240 Fulton Ave, Suite 112, Studio City, California 91604, US
Countries servedGlobal
Languages2
Integrations7+
Free tierN/A
Free trialYES
Contact salesN/A

About iQuoteXpress

IQuoteXpress is a quoting software from iQuoteXpress, Inc that supports the process of generating and managing quotes. It includes features such as customizable templates, electronic signature capabilities, and integration with CRM systems so users can create professional quotes and efficiently manage customer interactions. The platform allows businesses to simplify their quoting process and improve communication with clients. With its user-friendly interface, iQuoteXpress helps sales teams increase productivity and reduce errors in pricing. Key capabilities: customizable templates electronic signatures CRM integration reporting tools multi-user access Best for: sales teams that need an efficient solution for generating and managing customer quotes.

iQuoteXpress is a quoting software designed to streamline the sales proposal process for businesses. It serves as a Configure Price Quote (CPQ) solution that enables users to create detailed and professional proposals efficiently. The software is cloud-hosted, allowing organizations to automate their sales estimating processes while focusing more on actual selling rather than administrative tasks. It integrates various tools such as proposal automation, dynamic cataloging, analytics, and reporting, making it a comprehensive solution for businesses looking to enhance their quoting and proposal workflows. The user interface of iQuoteXpress is designed to be intuitive and user-friendly, ensuring that even entry-level sales representatives can navigate the system with ease. The software allows for customization of proposal templates, ensuring that businesses can maintain a consistent brand identity across all sales documents. Navigation within the platform is straightforward, with well-organized menus and accessible features that simplify the quoting process. While some users have noted that other products may have a more visually appealing interface, iQuoteXpress compensates with its functionality and ease of use.

Pros & Cons

Pros
  • 1. It automates quotes and integrates CRM features.
  • 2. Daily use is easy, user-friendly, and improves quoting speed and accuracy.
  • 3. The software offers great tech support and easy data import.
  • 4. It makes following each dealer's progress easier.
Cons
  • 1. Team adoption and internal catalogue decisions can be challenging.
  • 2. There can be issues with item model numbers being too long.
  • 3. A quote-level reminder feature is desired for follow-up.
  • 4. Users want more file upload options and an Excel output option for quotes.

Features

Key features

1. CPQ Core Functionality

The heart of IQX, focused on configure, price, quote processes including proposal creation, delivery, and tracking, significantly reducing the time needed to build proposals.

2. Automated Proposals

Provides sales enablement tools to streamline and improve the quoting and sales process through automation.

3. Dynamic Cataloging

Keeps all products and service offerings in a single cloud-based repository, ensuring sales teams always use the latest pricing and product details.

4. Flexible CRM Integration

Designed to integrate with various CRM systems, offering specific partnerships with Salesforce and Zoho, and providing an API library for seamless connection with others.

5. Dedicated Account Management & Support

Offers hands-on service with a dedicated account manager and a team of consultants, designers, and developers to help customize and optimize the solution.

6. Reporting

Provides real-time reporting on every stage of the sales process, enabling analysis to maximize team member productivity and identify roadblocks.

Additional features

1. Automated Proposals

Tools designed to streamline and improve the quoting and sales process through automation.

2. Dynamic Cataloging

Manages all products and service offerings in one cloud-based location, ensuring up-to-date information for sales teams.

3. Reporting (Real-time)

Offers the ability to track and analyze every stage of the sales process in real-time to optimize productivity.

4. Flexible Integration

Connects with existing systems, including various CRM platforms like Salesforce and Zoho, using integrations or an API library.

5. Proposal Creation, Delivery, and Tracking

The fundamental process handled by the software, focusing on building, sending, and monitoring sales proposals.

6. Discount Administration

Allows for the management and application of discounts within the quoting process.

7. Calendaring/Tracking

Provides tools for scheduling and tracking activities related to quotes and proposals.

8. Custom Templates

Supports the creation and use of customized templates for proposals, with assistance provided by IQX.

9. Quote Approval System

Includes a mechanism for managing the approval process for quotes.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Standard
USD 39/mo
billed monthly
Professional
USD 59/mo
billed monthly
Pro-Plus
USD 74/mo
billed monthly

Countries & Languages

Global
Countries served
2
Interface languages
1
Billing currencies

Interface languages

EnglishSpanish

Billing currencies

🇺🇸USD

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