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About

AXIO Advanced Projects is a packaged solution from Velosio for Dynamics 365 Finance that transforms your project ERP into a quote-to-cash powerhouse. This enhanced framework is available as a monthly subscription from Velosio to accelerate planning, reduce service costs and preserve the value of your investment over the entire solution lifecycle. Companies with AXIO Advanced Projects start their Dynamics 365 journey with a working financial and project accounting system on day one, so design efforts are focused entirely on elements that are truly unique to their business. Better adherence to industry best practices and workflow tested by hundreds of companies leads to higher employee adoption, faster onboarding, and a reduction in the total cost of ownership by 30% or more. Project-driven companies have unique needs that call for best practices in regulatory compliance, project accounting, and alignment with project management and delivery.

About

Quoter is a cloud-based, quote-to-cash platform purpose-built for managed service providers (MSPs) that automates over 30% of sales-related tasks. It integrates with PSA, CRM, distributor, payment, and accounting systems to auto-populate client, product, and pricing data. It supports infinitely configurable line items, bundles, volume discounts, multi‑currency pricing, tax and shipping calculations (including Avalara), and e‑signature and payment processing via Stripe, PayPal, or ConnectBooster. Quoter offers branded, reusable templates, product configurators with optional and single‑select items, and inventory-aware distributor pricing. It includes email tracking, automated follow‑ups, manager approval workflows, cost and margin tracking, and comprehensive reporting on quotes, margins, users, and products.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Project-driven companies searching for a solution to manage their financial and project accounting operations

Audience

IT service and MSP teams requiring a solution to generate professional quotes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$149 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Velosio
Founded: 1984
United States
www.velosio.com/products/dynamics-365-finance/axio-advanced-projects-for-d365/

Company Information

ScalePad
Founded: 2015
Canada
www.scalepad.com/quoter/

Alternatives

Alternatives

Quoter

Quoter

Quoter Software
S2 Project Accounting

S2 Project Accounting

NRT Business Solutions
Experlogix CPQ

Experlogix CPQ

Experlogix
QuoteWerks

QuoteWerks

Aspire Technologies, Inc

Categories

Categories

Integrations

Avalara
ADP Comprehensive Services
ClearPoint Strategy
ConnectWise Automate
ConnectWise Cybersecurity Management
DocLink
HaloPSA
Inogic Lead Assignment and Distribution Automation
KwikTag
Mailchimp
Microsoft 365
Microsoft Dynamics 365 Finance
Microsoft Office 2021
Moneris
Nutshell
PayFabric
PayPal
Zoho CRM
deFacto Power Planning

Integrations

Avalara
ADP Comprehensive Services
ClearPoint Strategy
ConnectWise Automate
ConnectWise Cybersecurity Management
DocLink
HaloPSA
Inogic Lead Assignment and Distribution Automation
KwikTag
Mailchimp
Microsoft 365
Microsoft Dynamics 365 Finance
Microsoft Office 2021
Moneris
Nutshell
PayFabric
PayPal
Zoho CRM
deFacto Power Planning
Claim AXIO Advanced Projects and update features and information
Claim AXIO Advanced Projects and update features and information
Claim ScalePad Quoter and update features and information
Claim ScalePad Quoter and update features and information