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Average Ratings 0 Ratings
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.
Description
In the process of preparing quotes, integrate discounts and taxes for each line item or incorporate them into the total pricing directly. Organize and categorize frequently utilized products and services with tailored fields for easier access. Facilitate online quote submission for customer approval, allowing for seamless updates. Utilize a content library to store reusable materials, accelerating the quote preparation process significantly. Engage in discussions with customers as they review quotes online, addressing any objections instantly. Oversee distinct combinations of products and services in your catalog that cater precisely to your buyers' requirements. Craft optimal solutions from the catalog that address customer needs efficiently while generating quotes. Deliver documents to customers through an online viewer, receiving immediate notifications regarding views and comments. Establish token placeholders for customer information within your templates, enabling quick replacements prior to sending. Additionally, streamline the entire quoting process to enhance overall efficiency and customer satisfaction.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
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
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Halvixo
Country
India
Website
halvixo.com
Vendor Details
Company Name
QuoteBee.io
Founded
2017
Country
India
Website
quotebee.io
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