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About

Build your pricing and statement of work in one simple step. The ScopeStack platform allows you to easily pick and choose features across different technology towers for a simple scoping process. No more long hours behind the computer, managing word templates and editing grammar. The ScopeStack platform automatically builds the scope while you are choosing features and functions. Visually determine which projects are more profitable and use key business metrics to auto approve projects.

About

Most proposal automation and quoting software requires days of training or paying for help from an IT consultant with a Ph.D in APIs just to get started. But with iQuoteXpress (IQX), we do the heavy lifting to rapidly deliver a customized, integrated, and fully supported sales proposal and quoting solution. It’s a configure, price, quote system that's easy to roll out and easy to use. Your sales proposals should reflect your brand values. IQX tailored proposal templates will help ensure a consistent look and feel for every quote you put in a customer's hands. We’ll build a custom, branded dashboard for your quoting software, and load your catalog of products, services, pricing schedules, even your customers and accounts. Sales enablement requires analytics, and we’ll deploy the back-end tracking tools to give you complete oversight, and help ensure no proposal or business opportunity goes missing.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Professional services, technology services, managed services, cloud services

Audience

Companies seeking a solution to automate and improve quote management

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$500 per month
Free Version Not Supported
Free Trial Supported

Pricing

$39 per year
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

ScopeStack
Founded: 2017
United States
scopestack.io

Company Information

iQuote Xpress
Founded: 2008
United States
www.iquotexpress.com

Alternatives

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise
Scope

Scope

The Virtu Group
Sculptor CPQ

Sculptor CPQ

Twistellar
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
eRep

eRep

Revalize

Categories

CPQ Supported
IT Service Supported
Job Costing Supported
RFP Supported
Sales Enablement Supported

Categories

CPQ Supported
Quoting Supported
Sales Enablement Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Not Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Not Supported
Self Service Portal Not Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Not Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Supported
Task Management Not Supported
Templates Supported
Version Control Supported

Sales Enablement Features

Collaboration Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Not Supported
Meeting Management Not Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Document Generation Features

Batch Processing Supported
Collaboration Not Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

IT Project Management Features

Bug Tracking Not Supported
Issue Management Not Supported
Milestone Tracking Not Supported
Percent-Complete Tracking Not Supported
Portfolio Management Not Supported
Prioritization Not Supported
Product Roadmapping Not Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Not Supported
Supports Scrum Not Supported
Task Management Supported
Testing / QA Management Not Supported
Time & Expense Tracking Supported

IT Service Features

Contract Management Not Supported
Incident Management Not Supported
IT Asset Management Not Supported
Knowledge Management Not Supported
Release Management Not Supported
Self Service Portal Not Supported
Service Catalog Supported
Service Reporting Supported
Ticket Management Not Supported

Job Costing Features

Bills of Material Not Supported
Budgeting & Forecasting Supported
Change Orders Supported
Cost-to-Completion Tracking Not Supported
Invoice Management Not Supported
Overrun Reporting Not Supported
Percent-Complete Tracking Not Supported
Production Cost Tracking Not Supported
Purchase Order Management Not Supported
Quotes / Estimates Supported
Time Tracking Not Supported
Work Order Management Supported

RFP Features

Bid Management Not Supported
Collaboration Supported
Content Management Supported
Data Import / Export Supported
Due Date Tracking Not Supported
Knowledge Library Supported
Progress Tracking Supported
Requirements Management Supported
RFP Creation Supported
RFP Responding Supported
Task Management Supported
Templates Supported
Vendor Management Not Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Not Supported
eCommerce Not Supported
Guided Selling Not Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Not Supported
Self Service Portal Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Supported
Requirements Management Supported
Revision Management Supported
RFP Management Not Supported
Task Management Not Supported
Templates Not Supported
Version Control Not Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Not Supported
Meeting Management Not Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Not Supported

Product Configurator Features

2D Drawing Not Supported
3D Modeling Not Supported
Analysis & Constraints Not Supported
Custom Pricing Options Supported
eCommerce Not Supported
Inventory Management Supported
Recommendation Engine Not Supported

Quoting Features

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

Integrations

Docusign Not Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
QuickBooks Online Not Supported
Salesforce Not Supported
Zoho Books Not Supported
Zoho CRM Not Supported

Integrations

Docusign Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
QuickBooks Online Supported
Salesforce Supported
Zoho Books Supported
Zoho CRM Supported
Claim ScopeStack and update features and information
Claim ScopeStack and update features and information
Claim iQuote Xpress and update features and information
Claim iQuote Xpress and update features and information