QuoteXpress Features

Take the tour

All the Information you need on your active quotes and cases is close at hand

Crystal Clear Dashboard

The moment you login you can clearly see an overview of your introduction pipeline.

Find Information Quickly & Easily

Our familiar search tool allows you to quickly answer questions on the status of a matter.

Full Correspondence History

QuoteXpress automatically stores all emails you send through the platform. You can also add notes.

Notifications, Reminders & Callbacks

Quote reminder and callback requests help you to maximise the potential to convert your leads.

Detailed Reporting

Comprehensive reporting tools, so you can see quotes created, conversion rates and instructions.

Device & Platform Independent

Use QuoteXpress on a tablet, smartphone, laptop or desktop PC across a range of web browsers.

Showcase your brand, not ours

Customised Branding

QuoteXpress can be branded to match your firm's colour scheme.

Customised Documents

Create a wide range of templated documents for use pre or post instruction.

Customised Workflows

Add a unique workflow for each case type and keep your client updated on case progress.

Additional Features & Benefits

Unlimited Users

Add as many users to QuoteXpress as you need to. We don’t charge for additional users.

Unlimited Fee Scales

Add as many fee scales as you want. Share the same fee scales across multiple introducers, create bespoke fee scales for a given introducer or vary your fee scales between your office locations.

Secure Communication

Access to QuoteXpress uses industry-standard SSL connections. This means all communication is over a secure, encrypted connection, providing peace of mind for you and your clients.

Take Payment on Account

QuoteXpress is currently integrated with Stripe, which allows you to take payments on account.

Integration with Cloud Accountancy

QuoteXpress is currently integrated with the market leading accounts packages Xero and Kashflow.

Electronic Signatures

Get you client care pack signed quicker using electronic signatures

Solid UK Based Infrastructure

Cloud Service

Our cloud servers are performance-optimised virtual machines, backed by lightning-fast SSD storage and a high quality network. They are regularly patched, updated and maintained and managed according to industry best practice.

Isolated Datacenters

Datacenter zones are physically separate facilities interconnected by a superfast and secure network.

Our datacenter facilities are certified to ISO 27001, ISO 9001, ISO 14001, OHAS 18001, BS 25999-2 and PCI DSS.

Protecting your Data

All data is backed up on a daily basis (as standard) to geographically redundant locations and backups are retained for thirty days. Historical quote and case information is retained in the system indefinitely.

Got a question about QuoteXpress? Get in touch!



We offer a free 30 day trial for your firm to evaluate QuoteXpress for use within your business. Signup free of charge today