iQuoteXpress: AI-fueled CPQ
Stop manually translating complex blueprints, sifting through massive data silos, and guessing at configurations. Welcome to the next generation of Configure, Price, Quote (CPQ)—powered by purpose-built AI.
From "Glorified Chatbots" to Sales Intelligence
When artificial intelligence first entered the quoting space, it mostly acted as a glorified chatbot—helpful for surface-level queries, but largely limited to helping users search through static documents or lookup basic product information.
But IQX has transformed AI in CPQ.
We’ve evolved far beyond simple text prompts to bridge the gap between raw, unstructured project files and your core product catalog. Our system doesn't just chat about your data—it reads, analyzes, and configures it, turning complex engineering files and multi-layered blueprints into accurate, customer-ready sales quotes in a fraction of the time.
How IQX AI Reads Between the Lines
Modern sales cycles involve complex inputs. Instead of forcing your sales reps or estimators to manually comb through heavy files to translate requirements into a quote, IQX’s advanced AI engine can ingest, interpret, and cross-reference multiple file formats (CAD, PDF, DXF, DWG, and more) instantly.
Real-World Application: The Window & Door Industry
Imagine a commercial or residential blueprint for a new building. Historically, an estimator had to manually review every page of the architectural drawing, count openings, note dimensions, cross-reference them against a massive product catalog, and hand-pick compatible parts.
With IQX AI CPQ, that workflow is entirely automated:
1. Blueprint Ingestion: Upload the architectural drawing (PDF, CAD, DXF, DWG) directly into IQX. (See Figure 1)
Figure 1: IQX AI can import drawings / files and quickly analyze and extract products, sizes, qty, etc.
2. Contextual Analysis: The AI scans the document, analyzes the structural layout, and extracts critical data points (see Figure 2)—recognizing, for example, that a blueprint specifies five specialized architectural doors and twelve custom windows for a specific wing.
Figure 2: Files are analyzed by AI with contents subsequently arranged by item, where in the file it was sourced from, units, waste, price, and even how confident the AI is about the level of accuracy.
3. Automatic Catalog Matching: The system instantly matches those spatial and technical requirements against your proprietary product and pricing catalog, automatically selecting the correct fits, hardware, and accessories.
4. Instant Quote Generation: Those findings flow straight into your sales quote, ensuring zero missed items, zero manual counting errors, and a completed proposal delivered to your client in minutes instead of days. (See Figure 3)
Figure 3: All relevant data is sent back to iQuoteXpress, wherein a new opportunity and new account are created. All in minutes.
Built for Complex Catalogs Across Complex Industries
If your business deals with deep, complicated product catalogs featuring hundreds or thousands of SKUs, cross-dependencies, and rigorous specifications, quoting is likely your biggest bottleneck. But IQX scales intelligence across industries with intense product complexity, including:
Manufacturing: Instantly interpret engineered drawings and schematics to map out multi-component assembly quotes, ensuring that custom dimensions automatically pull matching parts, sub-assemblies, and labor costs.
Home Building & Construction: Analyze architectural layouts, material lists, and structural specs to bundle thousands of SKU variations—from framing materials to finish fixtures—without human error.
Specialty Distribution & Commercial Equipment: Parse complex technical specification sheets and equipment RFPs to instantly cross-reference compatible parts, options, and aftermarket add-ons from massive supplier catalogs.
The Foundation: Uncompromising "AI Readiness"
You can’t run an advanced AI quoting engine on messy data. That is why AI Readiness is a core pillar of IQX. Because before AI can drive efficiency, your product and pricing data must be structured, clean, and optimized for machine consumption.
IQX doesn't just drop software in your lap; we work with you to ensure your catalog data is fully AI-ready. Furthermore, our platform runs automated, continuous checks against primary source data—ensuring absolute accuracy, real-time margin protection, and up-to-the-minute pricing timeliness so your reps never quote outdated costs.
Guardrails You Can Trust: AI Governance & Compliance
Deploying AI in sales operations requires more than speed—it demands security, accuracy, and absolute control.
IQX is built with enterprise-grade AI governance and guardrails embedded at every layer. We ensure that your AI-assisted quoting processes operate strictly within the boundaries you define:
Catalog Constraints: The AI cannot invent products, hallucinate specs, or suggest incompatible components. It is strictly anchored to your validated relational product trees and business rules.
Margin & Pricing Controls: Guardrails prevent unauthorized discounting or pricing anomalies, keeping every AI-assisted suggestion aligned with corporate financial strategies.
Auditability & Oversight: Transparent logging ensures that management can trace every automated line-item recommendation back to its primary source file or blueprint detail.
See the IQX Difference
Stop letting manual data entry and complex blueprints slow down your sales velocity. See how IQX’s AI-fueled CPQ can revolutionize catalog management, proposal workflows, and drive more revenue.
Ease of use
IQX is a sales proposal solution created by salespeople for salespeople—no technical expertise needed.
Endless support
With IQX, you can talk to real people and get real service.
Simple, affordable licensing
Per user, and you can start with as few as THREE. No proven quoting solution has a lower cost.
Integrate or use standalone
If you’re using a CRM (D365 Sales, Zoho, etc.), ERP (D365 Finance, Oracle, etc.), or accounting system (Zoho Books, QuickBooks, etc.) IQX integrates easily. It also works as a standalone solution.
Cloud-based
No installs, no manual updates—just log in and get started.
Just some of our 500+ customers
Testimonials
Easy to use, editing and adding new product is a breeze, exceptional support from staff
Best CPQ on the market...Problems solved: 1. Onboarding time for new reps has reduced from 8 - 10 months to 2 -3months 2. Time taken to create proposals has reduced by 50% 3. Proposal errors have been reduced by 95%
Well priced, easy to use, excellent support.
IQX's cloud based CPQ tool has made a huge difference for our company. The quality of the proposal output is great and has helped our team increase time savings and efficiency by 20%.
