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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

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

Scopey revolutionizes the quoting process for professional-service firms by streamlining how they create work estimates, define service parameters, and manage value from client modifications. With its robust platform, users can quickly produce comprehensive project outlines and professional proposals in just minutes, utilizing functionalities such as an AI-driven pricing model, suggestions for additional services to enhance sales, and real-time monitoring of changes in project scope as client demands shift. Scopey equips teams to transform their offerings into well-defined, scalable services by standardizing pricing structures and fostering client engagement through features like e-signatures and collaborative dashboards. It effectively tracks work that falls outside the agreed scope instantly, automatically records variations, and ensures that any new requests are systematically documented, priced, and sanctioned, thereby safeguarding profit margins, enhancing revenue potential, and minimizing scope expansion issues. Designed with user-friendliness in mind, this innovative tool replaces cumbersome spreadsheets and lengthy email exchanges with concise, dynamic scopes that keep both teams and clients synchronized while improving overall project management. It serves as a crucial asset for businesses aiming to enhance operational efficiency and client satisfaction simultaneously.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

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

$19 per month
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 No 
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 No 

Types of Training

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

Vendor Details

Company Name

Halvixo

Country

India

Website

halvixo.com

Vendor Details

Company Name

Scopey

Founded

2022

Country

Ireland

Website

www.scopey.co

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 

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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