QuoteWerks Integration

Integrate QuoteWerks with HaloPSA to streamline the quote and proposal process, giving you a better chance to win every opportunity and deal.

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Create Winning Quotes and Proposals

Enhance your HaloPSA quoting experience by integrating QuoteWerks as your CPQ software solution to streamline the quote and proposal process, giving you a better chance to win every opportunity and deal.

Use QuoteWerks, sales quoting and proposal software solution, as a tool in your CPQ and Quote-to-Cash sales process.

How QuoteWerks integrates with HaloPSA

• QuoteWerks leverages your existing HaloPSA Contacts
• Automatically creates and updates HaloPSA Opportunities
• Creates products and Services in HaloPSA and attaches them to your HaloPSA Quotes
• Use your HaloPSA Products & Services in your QuoteWerks Quotes
• Attaches PDFs to HaloPSA so people in your organization without QuoteWerks can view quotes
• Associate QuoteWerks Quotes and Proposals to an existing HaloPSA Opportunity
• Create New HaloPSA Contacts from QuoteWerks

To get more detailed information on the QuoteWerks integration, click here.

To find out about our other integrations available, visit our integration page.

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