Quoter Integration
Integrate Quoter with HaloPSA for sophisticated quoting and an amazing customer experience.
Quoter provides advanced quoting features in an easy-to-learn and easy-to-use package that harmonizes perfectly with HaloPSA.
Build an unparalleled experience for your staff and customers by combining the power of Quoter with HaloPSA.
Benefits
- Keep HaloPSA as your product/service source of truth by including Halo Products on your Quoter Quote Templates and Quotes with perfect syncing back to Halo.
- Enhanced mapping prevents data duplication in HaloPSA to streamline accounting and billing.
- Full one-time and recurring product support makes billing in Halo from accepted Quoter Quotes a breeze.
- Full support for Quoter’s advanced features, such as:
- E-signatures and electronic acceptance
- Approval workflows
- Flexible optional items, bundles, item groups and sections
- Tax automation and county taxes
- Product configurator and CPQ
- Multi-tenant and reseller features
Video Walkthrough
Interested in Integrating Quoter with HaloPSA?
Demo Quoter today.
See the integration detail page.
Read the knowledge base article.
To find out about our other integrations available, visit our integration page.
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