Related Products
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About
Create detailed roles & permissions for everyone on your staff. From account owner to sales and even accounting, give everyone on your team custom access to the portions of the software they need and nothing they don’t. View all of your active projects whether new, in progress, or closed on a handy dashboard. Make sure nothing falls through the cracks with a live, bird’s eye view of everything happening in your account. Customize your proposals with your company color scheme, reorder or remove proposal sections, and add your logo and cover image to give your quotes a personal flair. Use our good, better, best feature to offer multiple product and pricing options to your clients on a single proposal for them to e-sign on the quote they like best. Get everything you need to apply for your permits and engage the homeowner like never before remotely by using our virtual site assessment feature.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for a Solar Design solution to scope, sell and complete more solar projects
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Audience
Companies seeking a solution to automate and improve quote management
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$229 per month
Free Version
Free Trial
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Pricing
$39 per year
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSolargraf
Canada
www.solargraf.com
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Company InformationiQuote Xpress
Founded: 2008
United States
www.iquotexpress.com
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Categories |
Categories |
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CPQ Features
2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
Product Configurator Features
2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
eCommerce
Inventory Management
Recommendation Engine
Proposal Management Features
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control
Quoting Features
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Sales Enablement Features
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
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Integrations
Docusign
QuickBooks Online
Salesforce
Zoho Books
Zoho CRM
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