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iQuoteXpress

Sales Proposal Automation & CPQ Software.

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Overview

iQuoteXpress is a cloud-based CPQ and sales proposal automation solution. It is designed to help sales teams create, send, and track professional quotes and proposals quickly and efficiently. A key focus of the platform is its ability to synchronize data seamlessly with leading CRM systems, ensuring that quote and customer data is always consistent across platforms.

✨ Key Features

  • Proposal Automation
  • Centralized Product & Pricing Catalog
  • CRM Synchronization
  • Quote Templates
  • Approval Workflows
  • Reporting and Analytics

🎯 Key Differentiators

  • Strong focus on deep, bi-directional CRM synchronization
  • Ease of use for sales teams
  • Dedicated customer support and implementation

Unique Value: Ensures sales teams can create accurate proposals quickly while maintaining a single source of truth for customer and deal data within their CRM.

🎯 Use Cases (4)

Sales teams needing to automate proposal generation Businesses that require tight integration between their quoting tool and CRM Companies looking to standardize their quoting process Centralizing product and pricing information

✅ Best For

  • Automating proposal generation with a strong focus on synchronizing data with a company's CRM system.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies needing advanced, visual product configuration
  • Businesses looking for an all-in-one platform with built-in CRM

🏆 Alternatives

QuoteWerks PandaDoc ConnectWise CPQ

Prioritizes deep CRM integration and data synchronization over the advanced configuration features or document design focus of other tools.

💻 Platforms

Web

🔌 Integrations

Salesforce Microsoft Dynamics 365 NetSuite SugarCRM

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies tier)

🔒 Compliance & Security

✓ GDPR ✓ SSO

💰 Pricing

$39.00/mo

✓ 14-day free trial

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