iQuoteXpress 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

iQuoteXpress

4.8

(21)

Pricing

Starting at $39.00 per month

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 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.

iQuoteXpress Screenshots

iQuoteXpress Pricing and Plans

Starting price: $39.00 per month

Free Trial

Free Version

Basic

$39.00

per feature, per month

No plan information available

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iQuoteXpress Features

Popular features found in Quoting
Automated Quoting
Billing & Invoicing
Customizable Branding
Discount Management
Document Management
Electronic Signature
Pricing Management
Proposal Generation
Third-Party Integrations
More features of iQuoteXpress
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Alerts/Notifications
API
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Automatic Formatting
Calendar Management
Catalog Management
Client Portal
Collaboration Tools
Configurable Workflow
Configuration Management
Contact Management
Content Library
Content Management
CRM
Customer History
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Automation
Document Review
Document Storage
Document Templates
Drag & Drop
eCommerce Management
Electronic Payments
Email Management
ERP integration
Estimating
Guided Selling
Knowledge Base Management
Monitoring
Multi-Currency
Multi-Language
Online Catalog
Order Management
Price and Cost Calculations
Price/Margin Management
Pricing and Cost Calculations
Product Catalog
Product Configurator
Progress Tracking
Project Management
Quotes/Estimates
Real-Time Data
Reminders
Reporting & Statistics
Requirements Management
RFP Creation
RFP Management
Rule-based Configuration
Sales Automation
Sales Order Management
Sales Reports
Sales Trend Analysis
Self Service Portal
Status Tracking
Task Management
Template Management
Templates
Version Control
Workflow Management

iQuoteXpress Integrations

Zoho CRM

Docusign

QuickBooks Online Advanced

Salesforce Sales Cloud

Zoho Books

HubSpot CRM

iQuoteXpress User Reviews

Overall Rating

4.8

Ratings Breakdown

76%

24%

Secondary Ratings

Ease of Use

4.8

Value for money

4.8

Customer support

4.7

Functionality

4.7

James Paul M.

Verified reviewer

Furniture

11-50 employees

Used daily for more than 2 years

Review source

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%

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 m.

Verified reviewer

Construction

2-10 employees

Used daily for more than 2 years

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons 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 D.

Verified reviewer

Oil & Energy

201-500 employees

Used monthly for less than 6 months

Review source

Reviewed June 2022

Would've loved to try it!

excellent, always professional & knowledgable

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Verified

Reviewer

Information Technology and Services

11-50 employees

Used daily for more than 2 years

Reviewed June 2022

Right mix of functionality and value

Good product, helpful support, good value. The product does what we bought it to do

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to iQuoteXpress

pricing increase and a lack of product development

Vendor Response

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

Replied June 2022

Matt D.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for more than 2 years

Reviewed June 2022

IQuote Review

It’s been good and we switched due to the lack of innovation from our previous quote vendor.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing iQuoteXpress

Better solution with iquote

Reasons for switching to iQuoteXpress

Lack of innovation and support

Philip W.

Verified reviewer

Business Supplies and Equipment

11-50 employees

Used daily for more than 2 years

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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Heather D.

Verified reviewer

Design

51-200 employees

Used daily for more than 2 years

Reviewed June 2022

Quoting

I’ve enjoyed using this system.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It makes quoting quick and easy. Simple to use.

Cons:

No electronic signature feature. This would be a really helpful tool.

Vendor Response

Thanks for the review! Give us a call so we can demo the e-sign feature...it is best-in-class!

Replied June 2022

Nicholas TY L.

Verified reviewer

Biotechnology

11-50 employees

Used daily for less than 12 months

Review source

Reviewed June 2019

Well priced, easy to use, excellent support

Fantastic, implementing and developing was easy because the support team was absolutely incredible.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Ricardo M.

Verified reviewer

Management Consulting

51-200 employees

Used daily for more than 2 years

Reviewed June 2022

Simple and easy to create quotes and follow up

great and simple to use to have all info organized.

Ratings Breakdown

Ease of use

Functionality

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.

Naveen G.

Verified reviewer

Computer Software

51-200 employees

Used weekly for less than 6 months

Review source

Reviewed June 2022

Reliable CPQ at a reasonable price

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing iQuoteXpress

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

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