QuoteWerks

QuoteWerks

Aspire Technologies, Inc
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About

Halvixo is web-based quotation software for small B2B teams. Administrators maintain catalog pricing, publish templates, and set percentage discount warnings, limits, and required reasons. Sales representatives prepare quotes within those controls, save versions, and export customer-ready PDFs. Received customer purchase orders stay connected to the related workflow for separate administrator review, correction requests, approval, or rejection. Halvixo does not route quotes to managers for approval. It supports fixed-rate and per-seat quote pricing in USD. The Team plan is $79/workspace/month plus applicable tax for up to five active users, including administrators. Guided setup is included. The free 30-day evaluation requires manual approval, needs no card, and does not convert automatically. Live subscription billing is not currently enabled.

About

For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Small B2B sales and commercial teams preparing USD quotations with catalog pricing and discount controls, including small IT suppliers.

Audience

Companies across all industries, including IT Solution Providers, VARs, Managed Service Providers (MSPs), AV/Security Integrators, Custom Integrators, Manufacturers, and Manufacturer Reps

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$79/workspace/month
The Team plan is $79/workspace/month plus applicable tax for up to five active users, including administrators. Billing is monthly, with no annual option; larger teams require a separate agreement. Guided setup is included. The free 30-day evaluation requires manual approval, does not require a payment card, and does not convert automatically.
Free Version Not Supported
Free Trial Supported

Pricing

$199.00/one-time/user
Standard edition - starts at $199 per license
Professional edition - starts at $269 per license
Corporate edition - starts at $399 per license
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

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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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Halvixo
India
halvixo.com

Company Information

Aspire Technologies, Inc
Founded: 1993
United States
www.quotewerks.com

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Categories

Quoting Supported

Categories

CPQ Supported
Order-to-Cash Supported
Quote-to-Cash Supported
Quoting Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Supported
Self Service Portal Not Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Supported
Revision Management Supported
RFP Management Supported
Task Management Not Supported
Templates Supported
Version Control Supported

Integrations

Act! Not Supported
Amazon EC2 Not Supported
Amazon Web Services (AWS) Not Supported
CloudRadial Not Supported
Codeless Platforms Alerting Software Not Supported
ConnectWise PSA Not Supported
Datto RMM Not Supported
Datto Workplace Not Supported
DejaOffice CRM Not Supported
DeskDirector Not Supported
Gmail Not Supported
Google Contacts Not Supported
Kaseya BMS Not Supported
Maximizer CRM Not Supported
Microsoft Azure Not Supported
Pipedrive Not Supported
QuickBooks Online Advanced Not Supported
Rev.io PSA Not Supported
Sage 50 Not Supported
Strategy Overview Not Supported

Integrations

Act! Supported
Amazon EC2 Supported
Amazon Web Services (AWS) Supported
CloudRadial Supported
Codeless Platforms Alerting Software Supported
ConnectWise PSA Supported
Datto RMM Supported
Datto Workplace Supported
DejaOffice CRM Supported
DeskDirector Supported
Gmail Supported
Google Contacts Supported
Kaseya BMS Supported
Maximizer CRM Supported
Microsoft Azure Supported
Pipedrive Supported
QuickBooks Online Advanced Supported
Rev.io PSA Supported
Sage 50 Supported
Strategy Overview Supported
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