For companies striving to close deals faster and present a polished, professional brand image, the ability to create and utilize custom sales proposal templates is a game-changer.
IQX) doesn't just offer standard templates; we provide the tools and expertise to build custom, professional templates that deliver significant benefits to our clients and their customers.
Key Benefits of Custom Sales Proposal Templates
IQX empowers your sales team and boosts your bottom line by providing and creating bespoke sales proposal templates.
Branded proposals in minutes
Create on-brand, customer-ready proposals fast. Whether you show a single configured total or full line-item detail with section subtotals and discounts, IQX quote templates keep layout, logos, fonts, colors and legal language consistent across teams and regions.
Admin-controlled, one-click for reps
Admins define categories (segment, region, product line) and set the defaults. Reps pick the category and IQX loads the right template and related documents automatically. Add items or bundles, review, and preview—then generate.
Works the way you price
• Itemized or summary totals
• Optional section subtotals and discounts
• Configured totals when using IQX configuration & pricing tools (templates reflect configured items and pricing)
Approvals and audit trail (when enabled)
Route documents through your approval rules before they go to customers. Approvers see exactly what changed and why; IQX records status and history so everyone works from the latest version.
Document library & auto-assembly
Keep cover pages, templates, T&Cs, contracts, BOMs and collateral in an admin-controlled library. Attach quote-specific files (drawings, certs/specs) in one click—IQX assembles everything into a single proposal packet on generate.
Terms & Conditions—always current
Adjust T&Cs in a dedicated panel. Defaults are customizable per template and tweakable per quote. When you generate, IQX inserts the current terms—no copy-paste.
Customer & supplier requirement checklists
Use pre-ticked checklists to confirm deliverables and responsibilities. Reps can untick or add as needed; selections appear clearly in the output.
Related capabilities include:
• Approvals: documents follow your approval rules before send.
• Configuration & Pricing: templates reflect configured items and prices.
• E-Signature / Acceptance: send by email with a PDF plus a secure link to the online proposal
And what kind of business outcomes can you expect?
• Faster proposal creation with fewer edits
• Consistent, compliant documents in your brand style
• Clear pricing (line-item detail or summary—your choice)
• Quicker ramp-up for new reps—no formatting or copy-paste work
Custom Quote Templates, Built by IQX
Unlike many CPQ providers, IQX goes the extra mile. Our team can work with you to create the perfect custom templates based on your existing winning proposals. This ensures:
- Rapid Deployment: Get your sales team using the new, efficient templates right away.
- Best Practices: We incorporate proven proposal design and content strategies into the template structure.
- Perfect Fit: The templates are built to flawlessly integrate with your specific products, pricing models, and workflow within the IQX platform.
Would you like to schedule a brief consultation to discuss your specific proposal template needs? Contact us below.
IQX Catalog features
IQX’s relational product tree helps ensure accurate and valid product bundles by defining component and cost dependencies (e.g., required, excluded, recommended). This eliminates configuration errors, streamlines the quoting process, and enables effective cross-selling/upselling. The image shows an example being used by a fitness equipment manufacturer.
Centralize and automate the creation, storage, and retrieval of essential sales documents (proposals, contracts, spec sheets), ensuring accuracy, consistency, and faster deal closure.
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IQX’s product search engine–customized for each industry and even each client– quickly guides sales reps to the right products or bundles, minimizing search time and errors. This accelerates quote creation and ensures compatibility for complex orders.
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Some of the reports IQX generates
This simple report considers all proposals including drafts. This is a good tool to see the level of activity that the sales representative is engaged in and gives a snapshot of effort.
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This report calculates both Gross Revenue and Margin and translates it on a dateline with the percentage forecasted to close by the sales person. This should help Management assess the Net Revenue and Margins to expect in the future from past efforts.
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This report gives a quick view as to the status of a proposal (whether it is closed or open) and does so within a selected time frame given by the sales manager.
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This report provides detail by Agent, Quotes per period, Gross Revenue Open and Closed as well as Gross Revenue Quota, # of Quotes, $ / Closed Quote, and the Gross Revenue required to meet quota as well a Gross Revenue Difference required to meet quota.
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This report provides detail by Agent, Quotes per period, Gross Revenue Open and Closed as well as Gross Revenue Quota, # of Quotes, $ / Closed Quote, and the Gross Revenue required to meet quota as well a Gross Revenue Difference required to meet quota.
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Knowing what the expenses are as a percentage of Gross Margin can help management determine sales budget strategy and assess effective investment in the sales process by sales representative.
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Contact us today for a free demo and see how our solution can help your business
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