Our team of engineers, designers, and consultants will help you deploy proposal templates, create product/pricing configurations, build reports, and optimize the integration from start to finish.

For Dynamics users who create and send sales quotes, it’s practically a no-brainer as IQX can help you save as much as 70% on processing times and costs.

Professional quotes, easily done, completely tracked

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Custom quotes quickly

IQX empowers users to create custom, branded proposal templates targeted to the vertical market needs of each prospect, and add the latest products and most accurate pricing with a couple of clicks.

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Single sign-on simplicity

A single sign-on integration means CPQ efficiencies easily become part of the everyday selling process: Dynamics users can send more quotes in less time, without “leaving” their CRM.

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Top-to-bottom tracking

Tracking tools enable a deep dive into the most critical part of the sales cycle, tracking every interaction a rep or prospect has with an active sales proposal, from inception to completion.

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Extremely flexible pricing (IQX can start at just three seats), adjustable every month, gives you room to scale. And don't worry about getting started: IQX provides free support from start to finish. Request a demo!

For dynamics resellers & partners...

Not only will IQX help you further support existing customers, but adding it to your portfolio can also help you grow your customer base.

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Everyone “gets” quotes

Even if prospects don’t fully understand the complete value proposition of implementing CRM, they understand what it means to send more proposals more quickly.

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Everyone brand-builds

While prospects will immediately see how IQX’s templated approach improves throughput, they might not see how each proposal reflects and furthers their brand — ensure that they do!

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Everyone likes new business

Want a customer for life? Help prospects understand how automating proposals means reps spend less time moving proposals through the system, and more time on new business.

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How CPQ works in Dynamics 365 Sales (or any D365 CRM)

The secret is… there is no secret. You simply use D365 as you do now. Select an Account, and create an Opportunity.

Select an account

Create an opportunity

The difference is that with the CPQ/CRM integration in Dynamics, the Opportunity interface now includes a tab for IQX, enabling a rep to build a quote right from the main nav in Dynamics:

And here’s where the fun starts…

Select a proposal template

The Type field dynamically pulls…

Pre-built proposal template library

Select your template then add products and pricing, all stored in IQX…

Centralized product catalog

You can then save (and view) your proposal as a PDF, without ever leaving Dynamics…

PDF preview

And send it to your client directly from IQX…

Email integrated

And then you’re back in Dynamics, where your proposal is now in process…

In just a few minutes, you go from an Opportunity to a polished professional proposal being en route, with relevant details (e.g., deal $ amounts) populated into Dynamics as well.

You can even dig into the IQX quote from Dynamics to get item-level detail on each quote in process, details you can use to run reports on specific items being sold. Why? Because knowing how many quotes each rep has in circulation is helpful in tactically closing open sales; knowing which products are being quoted most often is helpful to strategic growth.