Salesforce CRM & IQX CPQ: Sales Quotes Made Easier

iQuoteXpress (IQX) is an AppExchange-listed CPQ solution built for teams using Salesforce to make quoting faster to execute and easier to adopt.

We specialize in high-adoption quoting for complex catalogs and configuration rules—bypassing the technical "performance ceilings" of standard platform engines without turning your implementation into a sprawling internal project.

Why IQX on Salesforce CRM? 

·      Budget-friendly, sales ready: Access complex catalog structures, bundles, and advanced configuration logic—such as dimensional, matrix, or zone-based rules—within a model that offers up to 80% license savings over enterprise platform paths.

·      High-impact proposals with less effort: IQX supports custom templates and controlled document assembly so that every proposal is consistent, on-brand, and customer-ready.

·      Connected pipeline visibility: IQX keeps the quoting step tied to Salesforce CRM; customer data flows in, and completed proposals—including all line items, amounts, and stages—sync back to the Salesforce Opportunity so managers maintain full reporting visibility.

·      "White-glove" setup and support: Our team handles the heavy lifting of mapping your rules and building your configurators, ensuring a rapid deployment (as little as four weeks) that aligns with your specific sales workflow.

·      Enterprise reliability without "performance ceilings": By hosting its calculation engine off-platform, IQX by passes the "Governor Limits" and technical timeouts that often plague native managed packages when handling large, complex quotes.

How it works (in plain terms)

·      Start in Salesforce: Launch directly from an Account, Contact, or Opportunity.

·      Frictionless access: Connect via Single Sign-On (SSO) with no additional logins or password management required.

·      Build with logic: Configure the quote using yourcatalog and advanced Configuration & Pricing rules that prevent incompatible selections.

·      Generate and send: Produce a professional proposal packet with optional e-signature and approval routing.

·      Full record sync: IQX automatically pushes allline items and the final PDF proposal back to the Salesforce Opportunity for acomplete audit trail.

‍