Crm Sales

Quote & Proposal Software - Create, Send & Track Quotes

From quote to signed in minutes

Build professional quotes with your branding, send them for e-signature, and get notified the moment a client opens or signs. Cut your proposal turnaround from days to minutes.

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Quotes

Quote IDTitleCustomerStatusAmountExpiry Date
QT-001Website Development PackageAcme Corporation
Sent
$15,000Feb 15, 2024
QT-002Annual Support ContractGlobal Industries
Accepted
$8,500Jan 30, 2024
QT-003Marketing CampaignInnovation Labs
Draft
$4,200Feb 28, 2024
Live Preview - Interactive demo with sample data
Why Axelio

Quotes & Proposals Challenges We Solve

Real problems your team faces today and how Axelio Quotes & Proposals fixes them

The Problem

Building a quote takes hours of copying data between tools, calculating prices by hand, and formatting documents. Prospects are ready to buy, and you're making them wait.

Slow quotes kill deals. When someone asks for a quote, they're in buying mode. A 3-day turnaround gives your competitors time to jump in first. Between 35-50% of deals go to whoever responds fastest.

Axelio Solution

Axelio builds quotes in minutes by pulling in customer data, your product catalog, and pricing rules automatically. Templates keep your branding consistent, and built-in calculations handle even complex pricing without spreadsheet acrobatics.

Teams cut quote creation from hours to under 10 minutes. They respond same-day on 95% of requests and win 40% more deals in competitive situations.

The Problem

Once you send a quote, you have no idea what happens. Did they open it? Did they share it with their boss? Or is it sitting in an inbox, ignored?

Reps are left guessing whether to follow up or sit tight. Deals go cold while they hesitate. You lose negotiation leverage because you can't tell how interested the buyer actually is.

Axelio Solution

Axelio tracks every interaction with your quote: when it was opened, how long they spent on each section, what they re-read, and whether they forwarded it to someone else. Smart alerts tell reps when engagement spikes.

Reps who act on this engagement data close 28% more deals and shorten their sales cycles by 18% because their follow-ups are timely and informed.

The Problem

Discounting is all over the place. Every rep offers different pricing, margins shrink, and customers learn to always push for a deal.

Uncontrolled discounting drags average deal value down by 15-20%. Worse, it trains customers to never accept list price. That margin erosion hits profitability and, eventually, company valuation.

Axelio Solution

Axelio sets pricing guardrails: maximum discount limits, approval workflows for anything outside the norm, and clear visibility into discounting patterns across the team. Reps can still negotiate, but within boundaries that protect margins.

Companies using Axelio's pricing controls lift average deal value by 12% and improve gross margins by 8%, all without hurting competitive win rates.

The Problem

The handoff from quote to invoice is manual, which leads to billing errors, delayed revenue recognition, and frustrated customers disputing charges that don't match what they agreed to.

Billing disputes push days sales outstanding up by 20 days, damage customer relationships, and create headaches for finance. Accounting teams end up spending hours figuring out the gap between what was quoted and what was billed.

Axelio Solution

Axelio passes quote line items directly into invoices with no manual re-entry. Every change is tracked, approved, and documented. Customers get billed exactly what they signed off on.

Billing disputes drop to near zero. DSO shrinks by 15 days. First-invoice accuracy hits 99.5% because nothing gets lost between the quote and the bill.

85%
Time Saved
3x
Faster Workflows
50%
Cost Reduction
24/7
AI Assistance

What Makes Axelio Quotes & Proposals Different

Built-in tools that replace the patchwork of apps your team uses today

Quote Builder

Easy-to-use quote builder with line items

Templates

Professional templates you can customize

E-Signatures

Get quotes signed electronically

Expiry Tracking

Track quote expiry and send reminders

PDF Export

Export professional PDFs for clients

Analytics

Track quote views, acceptance rates, and more

Why Teams Switch to Axelio for Quotes & Proposals

Cut proposal time from hours to minutes
Get signatures without printing anything
Know when clients view your quote
Reuse templates for repeat work
FAQ

Quotes & Proposals — Frequently Asked Questions

Everything you need to know about Quotes & Proposals

Axelio has customizable templates with your branding, a built-in product catalog, and one-click quote generation from any deal. Dynamic pricing rules, bundle discounts, and approval workflows keep things accurate without slowing you down.
Yes. There's built-in e-signature that's legally binding. Customers can review, leave comments, negotiate, and sign right from their browser or phone. You get a notification the moment they open it and again when they sign.
Every revision is saved with full version history. You can compare versions side by side, roll back to an earlier one, and see exactly what changed between rounds. Both you and your customer always have access to the complete negotiation trail.
Yes. You can create multi-level approval chains based on discount size, deal value, or whatever criteria you set. Managers get approval requests with full deal context and can approve from their phone. Once approved, the deal moves forward automatically.
One click turns an accepted quote into an invoice. All the line items, pricing, and terms carry over. For recurring deals, quotes can create subscription schedules with automatic invoicing. No re-typing, and billing always matches what was agreed on.
You can track conversion rates, average time to signature, discount trends, and product mix. It shows you which products sell best, which reps discount the most, and how quote complexity affects close rates.

Still have questions? Contact our team

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