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What is iQuote Xpress?

When embarking on the journey of automating proposals and utilizing quoting software, you might find yourself spending countless hours learning the ropes or needing to hire an IT consultant with advanced qualifications in APIs. However, iQuoteXpress (IQX) simplifies this process by efficiently providing a tailored, integrated sales proposal and quoting solution. This user-friendly system allows for easy configuration, pricing, and quoting. It is vital that your sales proposals mirror your brand values, and IQX's customizable templates guarantee that every quote maintains a consistent appearance. Additionally, we will design a personalized dashboard for your quoting system and populate it with your products, services, pricing structures, as well as customer and account details. Effective analytics play a crucial role in enhancing sales capabilities; thus, we will implement comprehensive back-end tracking tools that give you full visibility and help ensure that no proposal or potential business opportunity slips through the cracks. With this solution, you can focus more on closing deals rather than getting bogged down by administrative tasks.

What is Configure to WIN?

Configure to WIN is a specialized software solution designed for quote management and pricing governance, aimed at B2B companies that navigate complex products, services, pricing regulations, rebates, and approval workflows. This platform empowers sales, pricing, finance, and management teams to enhance their commercial quote decision-making through a unified workflow. It incorporates product and pricing data, multiple currencies, quote line items, customizable metrics, and approval protocols to accurately calculate commercial outcomes, identify discrepancies, and promote consistent approval decisions. Tailored for organizations seeking more robust control than what standard quoting or proposal tools offer, it sidesteps the costs and complexities often associated with extensive enterprise CPQ systems. By leveraging this platform, companies can accelerate their quoting processes, protect profit margins, reduce the need for manual checks, and create a more transparent pricing and approval framework. Furthermore, the software includes a complimentary Quote Performance Scan, enabling teams to evaluate their quoting maturity level in approximately three minutes, providing essential insights for enhancement. This feature not only helps identify areas for improvement but also fosters a culture of continuous advancement within the organization.

Media

Media

No images available

Integrations Supported

Docusign
QuickBooks Online
Salesforce
Zoho Books
Zoho CRM

Integrations Supported

Docusign
QuickBooks Online
Salesforce
Zoho Books
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$39 per year
Free Trial Offered?
Free Version

Pricing Information

$499/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

iQuote Xpress

Date Founded

2008

Company Location

United States

Company Website

www.iquotexpress.com

Company Facts

Organization Name

Configure to WIN

Date Founded

2026

Company Location

Netherlands

Company Website

configure.win

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

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