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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Aximor is an innovative AI solution designed to streamline the entire "Contract to Cash" process through engaging conversations, eliminating the reliance on complicated dashboards by enabling users to manage their professional tasks directly via platforms like WhatsApp, Telegram, or Web Chat. Key Features Integrated Workflow: It efficiently oversees document creation, digital signatures, automated invoicing, and payment collection, all in a smooth, uninterrupted process. User-Friendly Interface: You simply articulate your needs in everyday language—Aximor takes care of the execution, so there's no need to familiarize yourself with new software or juggle multiple tools. Intelligent Automation: The AI takes charge of follow-ups and payment reminders, helping ensure quicker payments without the hassle of manual oversight. Designed for Scalability: Whether you are a startup founder, consultant, or part of an agency, the platform adapts to your growth by charging based on meaningful actions instead of rigid pricing structures, allowing for flexibility and ease of use.

Description

Quoter is an innovative cloud-based platform designed specifically for managed service providers (MSPs) that streamlines the quote-to-cash process by automating more than 30% of sales tasks. The platform seamlessly integrates with various systems such as PSA, CRM, distributors, payment processors, and accounting software to automatically fill in client, product, and pricing information. It accommodates an unlimited array of configurable line items and bundles, offers volume discounts, supports multi-currency pricing, and accurately calculates taxes and shipping—leveraging tools like Avalara. Additionally, it facilitates e-signatures and payment processing through options such as Stripe, PayPal, and ConnectBooster. Quoter also provides customizable branded templates, product configurators that include optional and single-select items, and distributor pricing that is aware of inventory levels. The platform enhances productivity with features like email tracking, automated follow-ups, manager approval workflows, and detailed cost and margin tracking, all while offering comprehensive reporting capabilities on quotes, margins, users, and product performance. Furthermore, businesses can benefit from its robust analytics to make informed decisions and optimize their sales processes.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Mailchimp
Nutshell
PayPal
Pipedrive
QuickBooks Online
Salesforce
Syncro
Xero
Zoho CRM

Integrations

Amazon Web Services (AWS)
Authorize.Net
Autotask PSA
CloudBlue
ConnectBooster
ConnectWise Automate
ConnectWise Cybersecurity Management
HaloPSA
HubSpot CRM
Ingram Micro Cloud
Kaseya BMS
Mailchimp
Nutshell
PayPal
Pipedrive
QuickBooks Online
Salesforce
Syncro
Xero
Zoho CRM

Pricing Details

$0
Free Trial
Free Version

Pricing Details

$149 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Dealtrix

Founded

2026

Country

India

Website

www.aximor.ai/

Vendor Details

Company Name

ScalePad

Founded

2015

Country

Canada

Website

www.scalepad.com/quoter/

Product Features

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

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

Alternatives

Alternatives

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