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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

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 No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Amazon Web Services (AWS) No 
Authorize.Net No 
Autotask PSA No 
CloudBlue No 
ConnectBooster No 
ConnectWise Automate No 
ConnectWise Cybersecurity Management No 
HaloPSA No 
Kaseya BMS No 
Keap No 
Mailchimp No 
Moneris No 
Nutshell No 
PayPal No 
Pipedrive No 
QuickBooks Online No 
Stripe No 
Syncro No 
Xero No 
Zapier No 

Integrations

Amazon Web Services (AWS) Yes 
Authorize.Net Yes 
Autotask PSA Yes 
CloudBlue Yes 
ConnectBooster Yes 
ConnectWise Automate Yes 
ConnectWise Cybersecurity Management Yes 
HaloPSA Yes 
Kaseya BMS Yes 
Keap Yes 
Mailchimp Yes 
Moneris Yes 
Nutshell Yes 
PayPal Yes 
Pipedrive Yes 
QuickBooks Online Yes 
Stripe Yes 
Syncro Yes 
Xero Yes 
Zapier Yes 

Pricing Details

$0
Free Trial No 
Free Version Yes 

Pricing Details

$149 per month
Free Trial No 
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 Yes 
Live Rep (24/7) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

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 No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

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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