AXIO Advanced ProjectsVelosio
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ScalePad QuoterScalePad
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Project-driven companies searching for a solution to manage their financial and project accounting operations
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Audience
IT service and MSP teams requiring a solution to generate professional quotes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$149 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationVelosio
Founded: 1984
United States
www.velosio.com/products/dynamics-365-finance/axio-advanced-projects-for-d365/
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Company InformationScalePad
Founded: 2015
Canada
www.scalepad.com/quoter/
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Categories |
Categories |
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Integrations
Avalara
ADP Comprehensive Services
ClearPoint Strategy
ConnectWise Automate
ConnectWise Cybersecurity Management
DocLink
HaloPSA
Inogic Lead Assignment and Distribution Automation
KwikTag
Mailchimp
|
Integrations
Avalara
ADP Comprehensive Services
ClearPoint Strategy
ConnectWise Automate
ConnectWise Cybersecurity Management
DocLink
HaloPSA
Inogic Lead Assignment and Distribution Automation
KwikTag
Mailchimp
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