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.

I found it a little difficult to modify a pricing table.

WE had some technical issues at one stage & the customer care team got us back up and running very quickly.

No collaboration features, Some times the pictures uploaded into the quotes are poorly formatted and does not fit to the size of the page.

Too skow to load , constantly freezing , waste so much time waitibg for it.

The system is down often, and is a pain when I am presenting to the customer.

The customer service rep will help you navigate all the options and make sure you get the most out of the experience.

Their pricing sheet is great to convey what exactly the customer is getting.

Our overall experience as a business has been very positive.

The ease of setup and quote building. The great range of pre built templates.

The proposal form can be customized and has a professional appearance. There are also opportunities to integrate with other systems (such as CRM).

I like the functionality of the interactions with customers. It's important for them to be able to see the proposals in a professional layout.

Easy to use and the added features are a bonus.

QuoteCloud is good for making quotes and detailed proposals if your product is not too complex. The proposal forms are customisable and look professional.

It's easy to use, well organized, you can make changes easily, I like the fact that there is the consultant view option.

There is also an opportunity to integrate with other systems such as CRM.

Doesnt integrate very well with other services such as CRM's. Its a stand alone system with a basic API.

My favourite is Attaching PDF files into the itinerary no need to re type info. Breakdown of costing is clear.

The line items, i find it hard to add sub selections.

The only positive is that each quote comes out similar.

The software is easy to implement and use, the product catalogue all categorised is perhaps the best feature , allowing a photo to be included alongside the product and all saved for future use.

Sometimes difficult to edit items. Often accidentally delete something with no way to go back (no  undo option, atleast not that I'm aware of).

Also the ability to upload pdfs, larger product images are great features, the client can accept online or electronically sign.

The client service was quick and effective and getting going was quick and easy. Definitely a pleasant experience.

M very impressed by the customer support, and where a change is suggested they readily add to future updates.

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

QuoteCloud is a cutting-edge, cloud-based platform that simplifies and streamlines your business's quotation process. With QuoteCloud, effortlessly create, manage, and eSign unlimited documents while benefiting from powerful features like real-time alerts, robust sales forecasting, seamless image and video integration, and comprehensive legal compliance. Master your quotes and proposals like never before with QuoteCloud.

Here are some of the standout features of QuoteCloud:

Effortless Document Creation: Quickly and easily create a wide range of documents, from quotations and contracts to proposals, saving you time and effort.

Unlimited Document Creation: QuoteCloud allows you to generate an unlimited number of documents, ensuring you have the flexibility you need for your business.

eSignatures: Streamline the approval process with electronic signatures, making it convenient for both you and your clients.

Real-time Alerts: Stay informed with real-time notifications, ensuring you never miss an important update or action.

Robust Sales Forecasting: Benefit from advanced sales forecasting tools, helping you make informed decisions and plan for the future.

Seamless Image and Video Integration: Enhance your documents by seamlessly incorporating images and videos, making your presentations more engaging.

Legal Compliance: Ensure that your documents meet legal standards and compliance requirements, reducing risk and increasing trust.

User-friendly Interface: QuoteCloud offers an intuitive interface that is easy to navigate, making it accessible for users of all levels of technical expertise.

Big library of widgets: add content blocks such as text, images, PDF, Videos, esignatures, Buttons, Maps, Spreadsheets and more...

Collaboration Tools: Collaborate with team members and clients within the platform, facilitating smooth communication and teamwork.

Data Security: Protect sensitive business and client data with robust security features to maintain confidentiality and privacy.

Customisation: Tailor your documents to your brand and business needs, creating a professional and consistent image.

Analytics and Reporting: Gain insights into your quoting and proposal performance with analytics and reporting features, helping you refine your strategies.

QuoteCloud combines these features to streamline your quotation and proposal processes, making it an invaluable tool for your business.



Forecasting

Contract/License Management

Projections

Contact Database

Solo Plan (single user): $38.95
Business Plan: $65.95
Additional Users $24.45

iQuoteXpress vs QuoteCloud

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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