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Overview
iQuote Xpress empowers sales teams create accurate quotes and professional proposals faster through CPQ automation, approvals, integrations, and reporting. Although the reporting capabilities may vary based on system configuration, it remains a dependable solution for small to mid-sized distributors and sales-driven organizations focused on efficiency and consistency.
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Starting Price
$39
per user per month
iQuote Xpress Specifications
- Sales Automation
- Contact Management
- Reporting And Analytics
- Sales Forecasting
iQuote Xpress Features
Proposal Templates
The software enables teams to create branded, professional sales proposals using custom templates aligned with pricing rules and approvals. Admin controls ensure consistency, while automated assembly combines documents, terms, and attachments into a single proposal, helping sales teams deliver accurate, compliant quotes faster.
Product And Pricing Configuration
iQuoteXpress provides a cloud-based product catalog with relational product trees, bundles, images, and descriptions. Sales reps can quickly configure valid product combinations, apply pricing logic, and locate items using intelligent search, ensuring accurate quotes while reducing configuration errors and manual effort.
Contact Management
Built-in contact management allows sales teams to securely store unlimited customer records with addresses, terms, discounts, and history. Each proposal links directly to contacts, giving representatives full context across interactions, ensuring quotes are sent accurately, and supporting consistent follow-up and relationship continuity.
CPQ Analytics And Sales Reports
Analytics and reporting tools track proposals from creation to closure, offering real-time visibility into sales activity, forecasts, productivity, and margins. Managers can evaluate performance by agent and category, identify trends, and make informed decisions to improve efficiency across the sales process.
IQX eCommerce
IQX eCommerce blends guided selling with B2B ecommerce, allowing customers to explore configurations, pricing, and ordering online. Built on Shopify, it supports self-service purchasing, account-based pricing, customer portals, and analytics, helping businesses streamline complex sales while improving buyer experiences.
Pros And Cons of iQuote Xpress
Pros
Highly customizable proposal templates
Flexible calculators for sales reps
Reduces quoting errors significantly
Cons
High dependency on vendor for initial configuration
Design changes need backend setup
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Frequently Asked Questions
What types of pricing plans does iQuote Xpress offer?
iQuote Xpress cost consists of three plans, i.e., Standard at $39/user/month (for 1-5 users), Professional at $59/user/month (3+ users), and Pro-Plus at $74/user/month (3+ users). Contact us for a detailed iQuote Xpress price breakdown for your organization today!
What other apps does iQuote Xpress integrate with?
iQuote Xpress integrates with HubSpot, Salesforce, Xero Accounting Solution, Zoho CRM software, Microsoft Dynamics 365, Oracle CRM (oracle CRM on demand), and Pipedrive.
Who are the typical users of iQuote Xpress?
iQuote Xpress features are used by organizations across multiple industries and sectors, including high tech, manufacturing, residential and commercial furniture, windows and doors, modular housing, distribution and transportation, and professional services.
What level of support does iQuote Xpress offer?
iQuote Xpress provides support through phone, email, online form, dedicated account manager and support team, and a help desk.
Does iQuote Xpress offer an API?
Yes, iQuote Xpress offers an API.
What language does iQuote Xpress support?
iQuote Xpress primarily supports the English language.
Does iQuote Xpress have a mobile app?
No, iQuote Xpress does not have a mobile app.