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Quoter + HaloPSA

Quoter + HaloPSA

Halo offers intuitive PSA software to run your MSP.

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Latest Enhancements to Quoter’s HaloPSA Integration

These updates bring improved security, expanded functionality, and greater efficiency to your workflow.

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HaloPSA quoter integration

Watch a video overview of our integration with HaloPSA.

These updates bring improved security, expanded functionality, and greater efficiency to your workflow. Here’s an overview of the new features and how they benefit our mutual Quoter and Halo partners.

PSA

HaloPSA Integration Features

Person Search can be used to lookup a Halo User and associate them with the Person the Quote is prepared for.

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.

Quoter pushes the unique identifiers for the Halo User and Opportunity back to Halo to match data within Halo.

Line matching by name or SKU. If a line passed from Quoter does not match an existing line, it will create a new product.

Integrate HaloPSA with your Quoter account

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