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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Determining the optimal price for your customers can often prove to be a challenging and lengthy task. How can you ensure that your pricing is accurate? What strategies can you employ to maintain uniformity throughout your organization? Moreover, how do you enhance your profitability while still retaining customers? Relying on “creative” pricing is not a viable long-term solution. To successfully manage your business, establishing a clear pricing strategy and set parameters is crucial. Develop a pricing framework that allows for necessary flexibility—such as market-driven adjustments—while still adhering to established limits. It is indeed possible to act swiftly and secure deals while being mindful of your pricing strategy, guidelines, and realistic price ranges. Many companies still rely on manual quoting processes, often conducted through spreadsheets or lengthy email exchanges between sales and operations. Who is responsible for quote approval? How do you monitor adjustments? This cumbersome method can significantly hinder your response time when providing quotes, ultimately affecting your overall efficiency. By streamlining these processes, you can reduce delays and enhance your responsiveness to customer inquiries.

Description

Halvixo is a cloud-based quotation tool designed specifically for small B2B teams, allowing administrators to manage catalog prices, create and publish templates, and establish percentage discount alerts, limits, and justifications. Sales representatives can generate quotes following these guidelines, save multiple versions, and export them as polished PDFs ready for customers. Customer purchase orders remain linked to the corresponding workflow, ensuring that administrators can review, request corrections, approve, or reject them as needed. Notably, Halvixo does not have a feature for routing quotes to managers for approval, and it facilitates both fixed-rate and per-user quote pricing in USD. The Team plan is priced at $79 per workspace each month, plus any applicable taxes, and accommodates up to five active users, including those in administrative roles. The service includes a guided setup to assist users in getting started. A free 30-day trial is available, which requires manual approval, does not need credit card information, and will not automatically transition to a paid plan. As of now, live subscription billing has not been activated. Additionally, Halvixo’s user-friendly interface is designed to streamline the quotation process, making it an efficient choice for small businesses.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$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 Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

INSIGHT2PROFIT

Founded

2006

Country

United States

Website

www.insight2profit.com/improve-your-quoting-process-and-win-rate/

Vendor Details

Company Name

Halvixo

Country

India

Website

halvixo.com

Product Features

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management No 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator No 
Proposal Management No 

Product Features

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

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