Integrating Quoter with HaloPSA enables a more seamless, automated, and error-free quoting process, leading to improved productivity, more accurate pricing, and better overall service delivery.
Create or Select an Existing Opportunity
When a Quote is being prepared for a Halo User, the Opportunity Lookup dropdown becomes available so that the Quote can be associated with an existing Halo Opportunity.
Lookup Customers from HaloPSA in Quoter
Person Search can be used to lookup a Halo User and associate them with the Person the Quote is prepared for.
Build Quotes using Product and Services in your PSA
Maintain a single source or truth for products and services to manage pricing and consistency. Recurring and one-time Halo Products can be added to a Quoter Template.
Automatic Status Updates
When a Quoter Quote is won or lost, Quoter will update the status of the Halo Opportunity according to the mapping settings you configure.
All your quotes in one place
Track performance, follow up on pending deals and collaborate with the team more efficiently from within Quoter.
