fbpx Skip to main content

Quoter + HaloPSA

Quoter + HaloPSA

Halo offers intuitive PSA software to run your MSP.

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

Join our newsletter

Don't miss our product updates, B2B growth tips and events.

Newsletter Signup - blog

We care about the protection of your data. Read our Privacy Policy.