iQuoteXpress

RATING:

4.8

(21)

About iQuoteXpress

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 clo...

iQuoteXpress Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

4.5

Value for money

5

Functionality

4.5

Most Helpful Reviews for iQuoteXpress

1 - 5 of 21 Reviews

User Profile

James Paul

Verified reviewer

Furniture, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2019

Best CPQ on the market

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

Construction, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Easy to Use and Great Tech Support

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

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

Oil & Energy, 201-500 employees

Used monthly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed June 2022

Would've loved to try it!

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.

Philip

Business Supplies and Equipment, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Excellent and user friendly product with exceptional after sales support.

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.

User Profile

Nicholas TY

Verified reviewer

Biotechnology, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2019

Well priced, easy to use, excellent support

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.

Vendor Response

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

Replied June 2019