It's a user friendly software, implementation and user adaptation have been quick, easy and seamless. Post sale customer service has been outstanding.

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.

A little complicated to add vendors and specific partner logos. Limited times we need this but it does happen.

Daily use of IQX is very easy and user friendly. It has changed our quoting completely.

Used the free trial to see how it would possibly integrate with Zoho.

Great and simple to use to have all info organized.

There are other products that may have a prettier user interface but overall no real complaints.

Easy to integrate complex equipment costs that can have several options depending on final users necessity.

Simple and easy to create quotes and follow up.

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.

Daily use of IQX is very easy and user friendly.

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

Importing our initial items from quoter and zoho was very easy. Tech support walk me thru the process and it went very smoothly.

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.

IQuote Xpress has been a fantastic addition to our organisation.

Outstanding the quality of the quotes generated. Great impact in our organization.

We strongly recommend using this tool to differentiate yourselves and create competitive advantages.

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.

That's a big problem with one of our manufacturers.

We can quote faster and more accurately. We can follow each dealers progress more easily than before.

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

No CC on emails to copy someone in. No option for a clearance certificate.

Ease of use, and integrates perfect with our accounting programme and the staff are always on hand to help.

We have loved using Tradify and have had a great experience with the team. Tech support is great too.

Pricing was fair and the ease to use the software.

Scheduling jobs, quoting & invoicing & integration to MYOB are amazing.

Overall it is a great product, with all the features I required, at an affordable price.

My clients love the ability to accept the quotes online and get reminders if they have chosen an option.

This leads to problems for quotations and billing. It almost renders the quotation part of the software redundant for us.

Can’t fault the experience, really impressed with the continual improvements.

Took no time to change for my old on line job system. I have sub contractors that use a paper based system and they are always later with wrong information.

Provides all the features that  our business requires and is incredibly easy to use for all staff.

A price book has now been loaded to allow for ease of quotations and invoicing, great that it links into MYOB.

What I like the most is Money management and Trade Management. The support obtained is necessary and helps me grow in Trading.

No more missed items that should of been billed out. Instant invoicing from the van.

M glad that we were referred to this software, these are the things that help us.

We have had a great amount of success with Tradify not only with scheduling but and increase in efficiency across the board.

For some reason I enjoy adding items to my price list but then I know that item is just a click away from a quote or invoice.

When you send a quotation to a customer they can except the quote through the email and the Tradify notify me they have accepted it. This is a great app and I would recommend it.

We found it perfect for our needs. Easy to use and many great features.

I accepted this offer and had several calls at times that suited me, the staff were great and were able to make the process easy.

Integration with MYOB is simple and clear. Constantly being reviewed and made better, with added features.

I can't think of any features that are really missing. Personally I don't make much use of the scheduling system.

The great customer support have advised me they are looking into this in the near future). All round just a great piece of software, would highly recommend.

From when we first started using the product, excellent training, great customer service throughout, does exactly what we need in this product.

Once the quotes are accepted you can create a job, schedule it in and assign it to a worker in quick succession.

Its changed my business and improved it for the better.

There is a definite improvement from what we moved from but there are a number of issues from an admin perspective that cannot be done.

Great product, phenomenal customer service. Impressed with the benefits in this latest update too.

Have a couple of things that are frustrating as per my statement in cons.

Is too expensive as you need to pay per user. Costing me double the price of servicem8 but they are identical software.

The menus are pretty straight forward, setting up was not too long.

It works well [SENSITIVE CONTENT HIDDEN] was very helpful and could easily log in and sort issues out for us.

The seamless integration with Xero is faultless, often a sticking point with integrated apps.

Easy to use, simple format, dashboard has useful info, help desk awesome, fast to reply and helpful.

US Dollar

iQuoteXpress (IQX) is a sales proposal automation solution that reduces the time and costs it takes to make sales quotes by more than half. Used across almost every vertical—tech, real estate, manufacturing, education, and more—IQX benefits any organization with a sales team that builds, sends, and tracks sales quotes.


With a dynamic product and pricing configuration engine and professionally designed templates, it enables salespeople with little or even no experience in creating proposals to make professional, accurate, and engaging sales quotes in just a few minutes.


IQX integrates with Zoho CRM and Books, Dynamics CE and F&O, Salesforce, Oracle, and other solutions with ease, and may also be used as a standalone solution.


And it’s a fully supported cloud-based solution: IQX developers can create your product/pricing configurations, upload templates, and assist you before, during, and after implementation.


IQX offers per-user, per-month pricing, enabling easy scalability for businesses across all major vertical markets.



LongDescription

Cataloging/Categorization

Product Catalog

Proposal Generation

Activity Tracking

Electronic Signature

Product Configurator

Automatic Formatting

Approval Process Control

Pipeline Management

Calendar Management

Collaboration Tools

Content Library

Sales Trend Analysis

Data Import/Export

Self Service Portal

Contact Management

Audit Trail

Price and Cost Calculations

Sales Reports

Client Portal

Pricing Management

Workflow Management

Reporting & Statistics

Sales Automation

Estimating

Customizable Templates

Accounting Integration

Discount Management

Real Time Reporting

Customizable Branding

Monitoring

Quotes/Estimates

Third-Party Integrations

Document Management

Online Catalog

Status Tracking

Requirements Management

Document Templates

Electronic Payments

Price/Margin Management

Customizable Reports

Document Storage

Access Controls/Permissions

Templates

Progress Tracking

Digital Signature

Order Management

Guided Selling

Project Management

Sales Orders

Customizable Fields

eCommerce Management

Automated Quoting

Template Management

Version Control

Pricing and Cost Calculations

Content Management

Configurable Workflow

Multi-Currency

Real Time Data

Configuration Management

Real Time Notifications

Email Management

Activity Dashboard

Alerts/Notifications

Knowledge Base Management

Reminders

Billing & Invoicing

Document Review

Rule-based Configuration

Document Automation

Multi-Language

Audit Management

Approval Workflow

Drag & Drop

Customer History

Task Management

RFP Management

RFP Creation

Mac OS

Linux

Web browser (OS agnostic)

Windows 10

Standard: $39/user/month
Professional: $59/user/month

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

11-50

51-200

201-500

501-1000

1000+

iQuoteXpress

In Person

Live Online

Webinars

Documentation

Tradify is job management software that helps organizations track and manage jobs from quote to invoice, in real time. Tradify was built for trade and service businesses such as electricians, plumbers, HVAC, building and construction, painting, service technicians, installers, maintenance, repair, and more. 

Tradify provides organizations with a complete overview of their workload, enabling users to track and prioritize jobs, and stay up to date on what jobs are due, overdue, or coming next. All job information is accessible by field and office staff via any desktop or mobile device. Employee scheduling features help manage the workforce, including a time tracker for time on site, time-sheeting, dispatching and rescheduling. 

Quoting features enable users to import supplier price lists for current costs, and compare quoted and actual job costs. Customizable templates are available for various jobs or customers, including kit creation for quick quoting of similar work. Users can invoice right after the job, and automatically transform timesheets or receipts into invoices . 

Third party accounting integration enables users to send invoices directly to Xero or MYOB, sync price lists, customers and contacts between systems, and reconcile bills. Tradify is mobile optimized to facilitate communication between the office and field. Users can add images, quotes, notes and purchase orders to jobs directly via the app, and sign for various items digitally while in the field.

iQuoteXpress vs Tradify

User Ratings & Reviews

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Product Demo & Screenshots

Advisor Recommendations & User Awards

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Support and Training

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