ScalePad QuoterScalePad
|
||||||
Related Products
|
||||||
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
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
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
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
|
|||||
Audience
Small B2B sales and commercial teams preparing USD quotations with catalog pricing and discount controls, including small IT suppliers.
|
Audience
IT service and MSP teams requiring a solution to generate professional quotes
|
|||||
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
|
|||||
API
Offers API
Not Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and VideosNo 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
$149 per month
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
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 InformationHalvixo
India
halvixo.com
|
Company InformationScalePad
Founded: 2015
Canada
www.scalepad.com/quoter/
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
|
|
|
|||||
|
|
|
|||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
Agile CRM
Not Supported
Amazon Web Services (AWS)
Not Supported
Autotask PSA
Not Supported
CloudBlue
Not Supported
ConnectWise Cybersecurity Management
Not Supported
Highrise
Not Supported
HubSpot CRM
Not Supported
Ingram Micro Cloud
Not Supported
Keap
Not Supported
Mailchimp
Not Supported
|
Integrations
Agile CRM
Supported
Amazon Web Services (AWS)
Supported
Autotask PSA
Supported
CloudBlue
Supported
ConnectWise Cybersecurity Management
Supported
Highrise
Supported
HubSpot CRM
Supported
Ingram Micro Cloud
Supported
Keap
Supported
Mailchimp
Supported
|
|||||
|
|
|