The iQuoteXpress (IQX) dynamic online catalog hosts your company’s products and services—including images and detailed descriptions—in a simple digital environment sales reps can access from anywhere.

Your cloud-based catalog features a relational product tree, library-style listings, intelligent search engine, multiple views, and the ability to bundle products, all via a friendly interface.

An intuitive interface means even first-timers are quickly able to assemble custom, compelling, and consistent proposals for any prospect.

And don’t worry about set-up and support: the IQX support team works closely with you to upload and maintain your product / services information and helps you make changes to your catalog as you make changes to your offerings.


✔  Relational product tree                                                    ✔  Education center
✔  Document library                                                             ✔  Images and detailed descriptions
✔  Product search engine                                                         for each productType your paragraph here.

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Using iQuoteXpress (IQX) as your CPQ solution delivers immediate benefits to a business of any size.

We’ve surveyed our customers and studied their business before and after using IQX for proposal automation, and learned that IQX:

reduces the time it takes to construct a proposal by up to 75%—ensuring ROI
helps win more business by enabling delivery of more detailed, consistent proposals more rapidly
guarantees proposals from even the newest sales reps reflect the same level of quality

With IQX, a salesperson never starts from scratch. They simply use the proposal software and product configuration tools to select items from a dynamic online catalog—specifically designed and maintained for every IQX customer—and point and click their way to a perfect, custom quote.

Most importantly, with IQX as your sales proposal software, sales reps can focus on securing new business rather than preparing and tracking sales documents.


✔  Custom designed templates                          ✔  Product search engine
✔  Tax management                                           ✔  Quote approval system
✔  Probability queries                                         ✔  And much more…
✔  Discount administration    

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IQX is a Salesforce partner and integrates seamlessly with the world’s leading CRM. You can find our listing in the Salesforce AppExchange (or search for iQuoteXpress on the AppExchange).

Integrating with Salesforce is fast and easy. With just the click of a button, information from your Salesforce CRM contact database is synchronized with IQX. And it’s bi-directional: once a proposal made in IQX is complete, it’s referenced back to Salesforce opportunities.

IQX is a gold level member in the Oracle “PartnerNetwork” program. (You can find iQuoteXpress listed in Oracle’s Solutions Catalog.)

As a gold partner, IQX works with Oracle on prospective accounts who have an interest in bundled CRM/CPQ solutions using Oracle’s CRM On Demand in conjunction with IQX. Oracle and IQX users can dramatically increase ROI by leveraging the added value of both products—and teams—in tandem.

Are you a business built on Microsoft? We can help. Our API enables rapid and fluid integration of our pioneering CPQ with any Microsoft Dynamics CRM solution. (Contact us for details.)

No need to have your reps bouncing from one platform to the next: keep your sales quotes and proposals connected to your Dynamics CRM. Whether you're using an installed, private cloud, or public cloud (e.g., Azure) version of Dynamics, our team has the technical expertise and business experience to help you get more from your CRM by adding IQX as your CPQ.Type your paragraph here.



A business should improve with each proposal it sends, which is why iQuoteXpress (IQX) includes robust reporting tools to track and monitor the sales cycle from lead to quote to close. You’ll quickly spot areas where you excel and areas that need improvement.

Real-time performance and activity reports are easily generated and deliver forecasting information, proposal status updates, and detailed metrics on the productivity of both individual reps and whole departments.


✔  Sales activity                                              ✔  Agent productivity
✔  Sales forecast                                            ✔  Agent Productivity Detail
✔  Sales group productivity                            ✔  Expense Summary
✔  Proposal status                                          ✔  New accountsType your paragraph here.



You can use iQuoteXpress (IQX) as a standalone solution, or easily integrate with your existing CRM platform. We offer out-of-the-box integration with the leading CRM systems.

With a readily available API library, the system is also flexible enough to integrate with custom or specialized software applications.

Please contact us to learn more about our API framework.

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