Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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