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IQX review

#20 of 133 in Proposal Software

A strong fit for B2B teams that need CPQ, proposals, approvals, and connected sales operations.

8.0/10Editor score
IQX8.0 Visit IQX

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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.

IQX pros and cons

  • 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

IQX fact sheet, pricing and score →

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