IQX
IQX: A strong fit for B2B teams that need CPQ, proposals, approvals, and connected sales operations. Ranked #20 of 133 in Proposal Software by our editors (8.0/10); pricing: Paid; best for B2B teams needing CPQ and proposals.
At a glance
- Editor score8.0 / 10
- PricingPaid
- Best forB2B teams needing CPQ and proposals
- Free planNo
- Paid from$39/user/mo
- Client activity trackingYes
- Founded2009 · Studio City, California, United States
- Facts checked20 Sep 2026
Where it wins
- Combines product configuration, pricing, quotes, and branded proposals
- Connects with CRM, ERP, ecommerce, email, and payment workflows
- Adds approvals, audit history, tracking, analytics, and e-signatures
Where it doesn't
- No free plan is available
- Every deployment requires a one-time setup fee
- Outlook 365 and Gmail integrations require Pro-Plus
Our verdict on IQX
IQX is a cloud-based configure-price-quote platform for businesses that create complex sales quotes and proposals. It brings product and pricing configuration, dynamic catalogs, relational product trees, branded proposal templates, approvals, reporting, tracking, online acceptance, e-signature support, and payment processing into a structured sales workflow. It is positioned for manufacturers, distributors, professional services firms, technology companies, and other B2B organizations with defined sales processes. Teams can run it as a standalone web and API product or connect it to existing business systems.
Pricing is organized across three paid monthly tiers. Standard costs $39 per user per month and includes the dynamic online catalog, relational product tree, resource library, personalized proposal headers and footers, and reporting tools. Professional costs $59 per user per month and adds integrations, fully customized proposal templates, premium email and phone support, and an approval system. Pro-Plus costs $74 per user per month and adds Microsoft Outlook 365 integration and Google integration for Gmail. Standard lists a 1–5 user range, and every deployment requires a one-time setup fee.
IQX’s main strength is breadth within complex B2B quoting: CRM and ERP connections include Microsoft Dynamics, Salesforce, HubSpot, Oracle, Zoho, Acumatica, SAP, and QuickBooks, while Shopify, Outlook 365, and Gmail extend the surrounding workflow. Its REST API supports third-party integrations, and the feature set covers proposal delivery through acceptance, signatures, payments, and analytics. Choose IQX when product catalogs, pricing rules, approvals, and business-system connectivity matter together. Teams seeking a simple proposal-only tool, a free entry tier, or a narrowly focused document editor may find this broader CPQ approach less suitable.
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IQX pricing
IQX fact sheet
| Free plan | No |
|---|---|
| Paid from | $39/user/mo |
| Built-in e-signatures | Yes |
| Client activity tracking | Yes |
| Online payment collection | Yes |
| CRM integrations | Yes |
| Custom branding | Yes |
| Included team seats | 5 seats |
| Analytics and reporting | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Phone, Tickets |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 11 integrations: Microsoft Dynamics, Salesforce, HubSpot, Oracle, Zoho, Acumatica … See all → |
| Pricing | Paid (source) |
| Website | iquotexpress.com |
| Facts checked | 20 Sep 2026 |
IQX integrations
IQX lists 11 integrations on its own site.
- Microsoft Dynamics
- Salesforce
- HubSpot
- Oracle
- Zoho
- Acumatica
- SAP
- QuickBooks
- Shopify
- Microsoft Outlook 365
- Gmail
Alternatives to IQX
- PandaDocA broad proposal workflow platform spanning documents, signatures, payments, and CRM integrations.9.4
- ProposifyA structured proposal workspace with quoting, approvals, signatures, and analytics.9.2
- AnchorA broad proposal-to-payment platform with free access and transaction-based pricing.9.0
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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