iQuoteXpress Reviews & Pricing

Key Features

• Contact Database: Store and save contacts and accounts linked to relevant proposals, quotes and actionable information. View addresses, names, titles, discounts and specific terms and conditions.  
• Document Templates: Set up and save custom quote and proposal templates with brand colors and logos. 
• Quote and Proposal Management: Generate quotes and proposals using custom templates, digital product catalogs and past proposals. Define approval processes and set user-based access to edit quotes and proposals. 
• Status Tracking: Monitor and set quote and proposal status to improve reporting. View the number of times a quote is opened and for how long. 
• Configured Product Catalog: Get help from the iQuoteXpress support team in creating digital catalogs with images and detailed descriptions, a product tree, library-style listings and multiple views. Add configured and bundled products to quotes and proposals using the product search engine. 
• Reporting and Dashboards: Build a custom dashboard and analyze forecasting information, individual and team KPIs, and status updates. Use back-end tracking tools to access real-time performance and activity reports. 
• Integrations: Integrate with CRM and ERP solutions using out-of-the-box integration and an API library. 

Approach to Common Challenges

• Inaccurate quotes due to manual errors: iQuoteXpress automates calculations and applies pre-configured pricing rules, eliminating manual errors and ensuring accuracy in every quote.
• Slow quote turnaround times: Streamlined product configuration, automated pricing, and proposal generation features accelerate the quoting process, reducing turnaround times significantly.
• Inconsistency in quote formatting and branding: Customizable quote templates and branding options ensure professional, consistent proposals that reflect your company's image.
• Difficulty managing complex product configurations: A user-friendly product configurator allows for easy selection of options and variations, even for intricate products with numerous features.
• Limited visibility into quote performance and sales pipeline: Real-time dashboards and reporting tools provide insights into quote activity, win rates, and sales pipeline health, enabling data-driven decision-making.
• Challenges integrating with existing CRM or ERP systems: iQuoteXpress offers open APIs and pre-built connectors for seamless integration with various CRM and ERP systems, streamlining data flow and eliminating manual data entry.
• Lack of collaboration between sales, product, and finance teams: Centralized access to product data, pricing rules, and quote history fosters collaboration across teams, improving accuracy, efficiency, and communication.
• Difficulty complying with internal policies and external regulations: Pre-defined approval workflows and compliance rules ensure quotes adhere to company policies and relevant regulations, mitigating risk and non-compliance issues.

Cost Of Ownership

• Q: What is the starting price of iQuoteXpress, and what's included?
  A: iQuoteXpress offers a freemium plan with limited features for basic quote creation. Paid plans start at around $39 per user per month, offering advanced features like product configuration, dynamic pricing, and integrations. Remember, these are starting prices, and the final cost can vary depending on your company size, user count, and desired features.
• Q: Is iQuoteXpress worth the cost, considering other CPQ options?
  A: Whether iQuoteXpress justifies the cost depends on your specific needs and budget. Consider the value proposition: If faster quote turnaround, improved accuracy, and increased sales productivity can significantly impact your revenue, iQuoteXpress's ROI might be substantial. Compare pricing and features with competitors, and factor in potential time and cost savings before making a decision.
• Q: Are there any hidden fees or additional costs to be aware of?
  A: While the core functionalities are included in the paid plans, some advanced features or integrations might require additional fees. Carefully review the plan details and inquire with the vendor about any potential per-user, per-quote, or data storage charges to avoid surprises. It's crucial to understand the total cost of ownership before committing.

Limitations

• Limited free plan features: The freemium plan offers basic functionality but lacks key features like product configuration and dynamic pricing, potentially hindering its usefulness for complex sales.
• Customization restrictions: While offering some customization options, users might find limitations in tailoring quote templates and branding to their specific needs compared to more open-source solutions.
• Learning curve for complex rules: While user-friendly for basic use, setting up intricate pricing rules and configurations might require a steeper learning curve for new users compared to some competitors with more intuitive interfaces for advanced functionalities.
• Potential integration challenges: While offering pre-built connectors, some users report occasional challenges with integrating iQuoteXpress with specific CRM or ERP systems, requiring additional technical expertise or support.
• Cost for large teams: The per-user pricing model can lead to significant costs for companies with extensive sales teams, potentially making it less budget-friendly than competitor options with different pricing structures.

Suite Support

FAQ

• Q: How easy is it to learn and use iQuoteXpress?
  A: iQuoteXpress is generally considered user-friendly for basic tasks like creating quotes and proposals. However, setting up complex product configurations and pricing rules might require some technical expertise or training. Some users report a steeper learning curve compared to simpler CPQ solutions.
• Q: Can iQuoteXpress integrate with my existing CRM or ERP system?
  A: iQuoteXpress offers pre-built connectors for many popular CRM and ERP systems. However, users occasionally encounter integration challenges depending on the specific software they use. It's crucial to research compatibility and potential integration complexities before committing.
• Q: How does iQuoteXpress compare to other CPQ software options?
  A: Comparing iQuoteXpress to competitors depends on your specific needs and budget. It excels in user-friendliness, quote accuracy, and sales productivity features. However, some alternatives might offer more customization options, open-source flexibility, or cater to specific industries better. Carefully evaluate features, pricing, and industry fit before choosing.
• Q: How does iQuoteXpress ensure the security of my data?
  A: iQuoteXpress employs industry-standard security measures like data encryption, access controls, and regular security audits to protect user data. However, it's always advisable to thoroughly research the vendor's security practices and compliance certifications to ensure they align with your company's security requirements.
• Q: Does iQuoteXpress offer customer support, and what are the options?
  A: iQuoteXpress provides various support options, including phone, email, online chat, and knowledge base resources. The level of support varies depending on the chosen plan. Some users suggest that premium support plans offer quicker response times and more in-depth assistance for complex issues.