iQuoteXpress

Vorteile

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%

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

The automation of quotes & inclusion of CRM

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

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

Nachteile

A little complicated to add vendors and specific partner logos. Limited times we need this but it does happen.

In Betracht gezogene Alternativen

Warum iQuoteXpress gewählt wurde

Gründe für den Wechsel zu iQuoteXpress

Vorteile

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.

Nachteile

Nothing. It has met and exceeded every expectation in terms of using it for creating quotes/proposals.

Vorteile

It makes quoting quick and easy.
Simple to use.

Nachteile

No electronic signature feature. This would be a really helpful tool.

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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

Vorteile

Easy to use configuration software to help our sales team product accurate proposals. We love the guided selling assistance especially for our new sales reps.

Nachteile

The software has almost too much functionality. We had to streamline for our own purposes. Overall it is very robust.

Vorteile

Intuitive, simple for use, delivery a very clear and powerful proposal to our customers.

Vorteile

Full transparency: I work with them. So don't take it from me. Check out the case studies on https://www.iquotexpress.com/industries

Nachteile

hard to say... while it has a Zoho CRM and Books single sign-on and a Dynamics single sign-on, it could use a Salesforce single sign-on.

Vorteile

easy to use application for what we were looking for

Nachteile

was not compatible with Zoho integration

In Betracht gezogene Alternativen

Gründe für den Wechsel zu iQuoteXpress

Vorteile

Very easy to get up and running. Enjoy the catalog and configuration tools.

Nachteile

We are not able to create our own configuration tools....need to use the iQUoteXpress team for this.

Vorteile

Easy to use, Intuitive

Nachteile

could have a customizable view