This section takes you through using HaloPSA with QuoteWerks. This will allow you to pull HaloPSA customer records into sales quotes, create HaloPSA opportunities, and much more using a single application: QuoteWerks.
Tip: For clarification, in QuoteWerks we refer to Companies and Contacts. HaloPSA uses the word Client (Company) and User (Contact) instead, but they refer to the same thing. |
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The Integration features include:
•QuoteWerks searches for your HaloPSA Contacts
•Automatically create and update Sales Opportunities
•Write Line Items into HaloPSA Opportunity
•Attach Additional Documents/Files to the Opportunity
•Create new HaloPSA Accounts and Contacts
