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QuoteWerks Integrates with HaloPSA
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HaloPSA and QuoteWerks OverviewIn this video, we introduce you to the QuoteWerks integration with HaloPSA. -
Setting Up the HaloPSA IntegrationThis video reviews the steps you need to take to configure the HaloPSA integration in QuoteWerks. This includes configuring integration points such as searching and pulling in HaloPSA contacts, creating and updating HaloPSA sales opportunities, creating and updating HaloPSA quotes, and interacting with the HaloPSA items database from inside of QuoteWerks. -
Using the HaloPSA IntegrationIn this video we walk you through the QuoteWerks integration with HaloPSA. We show how to pull in a contact from the HaloPSA Customers database, how to create a HaloPSA opportunity and quote from a QuoteWerks document, and how to create a linked document in the HaloPSA quote.
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.
QuoteWerks Edition Requirements
The QuoteWerks HaloPSA integration is available in the Corporate Edition of QuoteWerks Desktop (QuoteWerks Web coming soon).
Are you an MSP, VAR, Integrator, or IT Service Provider? Check out our IT Community Page.
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
QuoteWerks Searches HaloPSA for Contacts
From our Sold To / Ship To tab of the QuoteWerks quote workbook, you can search the HaloPSA database by name, phone, client name, client phone, user first name, or user last name. QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that you searched for. You will never have to re-type your customer information.
QuoteWerks Creates Document Attachments in HaloPSA
When saving a quote, QuoteWerks automatically creates a link to the quote under the Attachments tab in the HaloPSA Opportunity. You can even click on the attachment and QuoteWerks will open and display the quote the attachment refers to. This feature is very useful for organizing and finding your quotes from within HaloPSA. If this is a remote install or satellite office, opening that document link will import that quote into that QuoteWerks installation.
QuoteWerks Creates/Updates Sales Opportunities in HaloPSA
When saving a quote, QuoteWerks automatically creates an Opportunity in HaloPSA. When you are in HaloPSA, you will see the sales opportunities and their sale amounts for each quote you have created for this contact. The Opportunity feature is very useful in determining your projected cash flow.
Include product/service line-item detail with the HaloPSA Opportunity/Quote
When an opportunity is created in HaloPSA you have the option to include line-item detail or represent the quote items using a summary line. Writing line item detail into a HaloPSA quote can be useful as it provides granularity into what is actually being sold without having to leave HaloPSA.
QuoteWerks Creates Products in HaloPSA
When creating opportunities in HaloPSA, if line item detail is selected to be included with the opportunity, those products and services will be created in the HaloPSA items database for future use. In fact, you can even use this feature to completely populate your HaloPSA product database (effectively importing products into HaloPSA) with products from QuoteWerks product databases or your QuickBooks items list.
Use HalpPSA Products and Services in QuoteWerks
QuoteWerks enables you to use the products you already have in HaloPSA. QuoteWerks can link to the HaloPSA items database as a Product Data Source. From within QuoteWerks, you can search the HaloPSA items database and add these products to your QuoteWerks quote.
QuoteWerks Creates New HaloPSA Contacts
From within QuoteWerks, you can enter a new lead in the quote and simply click on a button to create that company and contact in HaloPSA.
QuoteWerks is fully integrated with HaloPSA
While working in QuoteWerks, you can easily launch the contact or Opportunity that you are working with. You can launch the contact anytime in HaloPSA from the Sold To/Ship To tab in QuoteWerks. While updating an existing HaloPSA Opportunity or quote, you can easily view them in HaloPSA with a click of a button ensuring you have a seamless integration with HaloPSA.
