iQuoteXpress

Review of iQuoteXpress Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

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 Features

Features of iQuoteXpress
Automated Quoting
Billing & Invoicing
Customizable Branding
Discount Management
Document Management
Electronic Signature
Pricing Management
Proposal Generation
Third-Party Integrations
Access Controls/Permissions

iQuoteXpress Integrations

Zoho CRM logo
Zoho CRM
Docusign logo
Docusign
QuickBooks Online Advanced logo
QuickBooks Online Advanced
Salesforce Sales Cloud logo
Salesforce Sales Cloud
Zoho Books logo
Zoho Books
HubSpot CRM logo
HubSpot CRM

Customer Reviews

See why people love iQuoteXpress

5 Star
50%
4 Star
50%
3 Star
0%
2 Star
0%
1 Star
0%
James Paul M.

James Paul M.

Verified User

Furniture · 11-50 employees

Used daily for more than 2 years
Dec 22, 2025

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%

What they liked
  • 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%
Room for improvement
  • 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 User

Construction · 2-10 employees

Used daily for more than 2 years
Dec 22, 2025

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.

What they liked
  • 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
Room for improvement
  • 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
Switched From

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.

Why they chose it

"too long ago, I do not remember. We started back in June 2019"

Devin D.

Verified User

Oil & Energy · 201-500 employees

Used monthly for less than 6 months
Dec 22, 2025

Would've loved to try it!

excellent, always professional & knowledgable

What they liked
  • The automation of quotes & inclusion of CRM
Room for improvement
  • 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 Professional

Information Technology and Services · 11-50 employees

Used daily for more than 2 years
Dec 22, 2025

Right mix of functionality and value

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

What they liked
  • 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
Room for improvement

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

Switched From

pricing increase and a lack of product development

Matt D.

Verified User

Information Technology and Services · 2-10 employees

Used daily for more than 2 years
Dec 22, 2025

IQuote Review

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

What they liked

We like the ease of use to be able to create multiple proposals and also to utilize previous quotes of closed won business

Room for improvement
  • A little complicated to add vendors and specific partner logos
  • Limited times we need this but it does happen
Switched From

Lack of innovation and support

Why they chose it

"Better solution with iquote"

Philip W.

Verified User

Business Supplies and Equipment · 11-50 employees

Used daily for more than 2 years
May 28, 2026

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!

What they liked
  • 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
Room for improvement
  • Nothing
  • It has met and exceeded every expectation in terms of using it for creating quotes/proposals

Heather D.

Verified User

Design · 51-200 employees

Used daily for more than 2 years
May 28, 2026

Quoting

I’ve enjoyed using this system.

What they liked
  • It makes quoting quick and easy
  • Simple to use
Room for improvement
  • No electronic signature feature
  • This would be a really helpful tool
Nicholas TY L.

Nicholas TY L.

Verified User

Biotechnology · 11-50 employees

Used daily for less than 12 months
May 28, 2026

Well priced, easy to use, excellent support

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

What they liked
  • 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
Room for improvement

Integration with the CRM is uni-directional, changing of opportunity stages has to be done from the IQX

Ricardo M.

Verified User

Management Consulting · 51-200 employees

Used daily for more than 2 years
May 28, 2026

Simple and easy to create quotes and follow up

great and simple to use to have all info organized.

What they liked

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

Room for improvement

To follow up on quotes, can't go back a step, need to start from the home page each time

Naveen G.

Naveen G.

Verified User

Computer Software · 51-200 employees

Used weekly for less than 6 months
May 28, 2026

Reliable CPQ at a reasonable price

Verified reviewer

What they liked
  • 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
Room for improvement

For a new user, like other similar products, iQuoteXpress can take time to master

Why they chose it

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

Write a Review

Share your experience to help others make better decisions.

(0/5 Stars)

Decision Context

iQuoteXpress

iQuoteXpress

4.8
Pricing
Starting at $39.00 per month
Visit Website

See what companies are saying about Software Advice

Great
Based on 619 reviews
Trustpilot
Professional Service

This is very useful service. The company presents itself in a very professional manner.

Ansuya, 1 hour ago

Subscription Successful!

You've been added to our newsletter.