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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

To get started with proposal automation and quoting software, you will need to spend days training or pay for help from an IT consultant who has a Ph.D. in APIs. iQuoteXpress, (IQX), does the heavy lifting to quickly deliver a fully supported, customized, and integrated sales proposal and quoting system. It's a simple to use, configure, price, and quote system. Your brand values should be reflected in your sales proposals. IQX templates for proposal design will ensure that every quote you give to a customer has the same look and feel. We will create a custom dashboard for your quoting system and load your products, services, pricing schedules and even customers and accounts. Analytics is essential for sales enablement. We'll set up the back-end tracking tools to provide you with complete oversight and ensure that no proposal or business opportunity is missed.

Description

simplyreliable|OS is designed by systems integrators for systems integrators, delivering an enterprise-grade cloud solution that manages every step of the business lifecycle. From first contact with a client to generating stunning proposals and managing ongoing projects, the platform eliminates the need for multiple disconnected tools. It includes powerful features like Smart Assemblies to ensure the right parts are ordered, easy change order management, progress invoicing, and seamless purchasing workflows. Users can sync their calendars with Apple, Google, or Outlook for effortless scheduling and time tracking. Its QuickBooks integration provides automated accounting while proposal templates, crafted by professional designers, help teams impress clients and close deals faster. With simplyreliable|OS, business owners can configure systems in minutes and access them anytime from any device. Training resources like smartPRENEUR Academy make onboarding easy, giving teams full mastery of the platform in under an hour. By combining simplicity, flexibility, and robust features, simplyreliable|OS delivers a scalable solution that reduces costs and maximizes productivity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
QuickBooks Online Yes 
Salesforce Yes 
Zoho Books Yes 
Zoho CRM Yes 

Integrations

Docusign No 
QuickBooks Online No 
Salesforce No 
Zoho Books No 
Zoho CRM No 

Pricing Details

$39 per year
Free Trial No 
Free Version No 

Pricing Details

$29.99/month/user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

iQuote Xpress

Founded

2008

Country

United States

Website

www.iquotexpress.com

Vendor Details

Company Name

Simply Reliable

Founded

2002

Country

United States

Website

www.simplyreliable.com/simplyreliable-os/

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal Yes 
eCommerce No 

Product Configurator

2D Drawing No 
3D Modeling No 
Analysis & Constraints No 
Custom Pricing Options Yes 
Inventory Management Yes 
Recommendation Engine No 
eCommerce No 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management Yes 
RFP Management No 
Requirements Management Yes 
Revision Management Yes 
Task Management No 
Templates No 
Version Control No 

Quoting

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

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management Yes 
RFP Management No 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

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