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Quoter + HaloPSA

Quoter + HaloPSA

Halo offers intuitive PSA software to run your MSP.

Watch a video overview of our integration with HaloPSA.


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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