pax8.exe
Pax8 Integration
Your techs can quote seats and answer licensing questions without leaving the ticket. Anything that spends the client's money still waits for a person.
What you get
You don't have to open Pax8 to check seats
Ask how many Business Standard seats a client has left and the answer comes back on the ticket. Lookups run on their own, so nobody opens Pax8 to check.
Pricing before you reply to the client
A new SKU or an extra seat gets quoted from the Pax8 catalog, with the prerequisites named. Your tech has the number before they reply.
You can check an order without logging into Pax8
Rallied can tell you whether a subscription provisioned, and what the client ordered recently. That's on the ticket, not another portal.
Spending waits for a technician
Seat changes and new orders get drafted and sit there until a technician approves them. You can change that later, once you've watched a few go through.
What it handles
- Matches the customer on the ticket to their Pax8 details
- Reads seat counts on any subscription a client holds
- Quotes new SKU and extra seat pricing, prerequisites included
- Checks whether a subscription provisioned, and what was ordered recently
- Holds seat changes and new orders for approval