When you're saving a document, the “Create/Update Sales Opportunity” checkbox will appear on the Save window.

This option will create or update an HaloPSA opportunity or attach to an existing opportunity in HaloPSA.

Once you have pressed the [OK] button from the File -> Save window, the “Create/Update HaloPSA Opportunity” window will appear, enabling you to enter or adjust information about the opportunity such as the Opportunity Name, Owner, Stage, Status, Description, Create Date, Projected Close Date, Probability %, Rating and the Promotion Name.  Additionally, if a PO Number has been added to the Sale Info tab in QuoteWerks, that PO number will flow over to the HaloPSA PO Number field in the HaloPSA quote.

The Opportunity Description field is also available if you need to provide more context and information about this opportunity in HaloPSA.

The Opportunity drop down will contain a list of all existing HaloPSA opportunities associated with the HaloPSA contact record on the Sold To / Ship To tab in QuoteWerks. If you have not already created a new opportunity for this quote, here you can select an existing opportunity to update with the current quote’s information.  

 
You can also click on the button to launch the HaloPSA opportunity you are linking to.

Once the opportunity has been created, an Auto-Link will appear on the Links tab in QuoteWerks for that document as well as the HaloPSA Quote (if you have checked that checkbox).  

Add File Attachments to the Opportunity

You can attach files to the Documents tab of the HaloPSA Opportunity through the Create/Update HaloPSA Opportunity window.

You can either select a file using a file selection dialog [Add File(s)], or choose a file that is already linked to the quote under the Links tab on the Quote WorkBook [Add Links Tab File(s)]. This is very useful for attaching a PDF version of the quote to the HaloPSA Opportunity. Having a PDF version of the quote is an advantage because anyone can then view the quote - they do not have to have QuoteWerks installed on their machine to view the quote. You can attach multiple PDF files to the opportunity, so you can easily attach the customer proposal, and a no frills plain vanilla version for the service technicians to follow, and basically anything else you could want.

Unlink Opportunity

If you accidentally attached a quote to the wrong opportunity in HaloPSA, you can use the button to remove the link. All entries relating to the QuoteWerks Quote will be removed from the HaloPSA opportunity. This button will only be displayed when updating an existing opportunity, so if you realize you made a mistake, choose to update the opportunity, and then at that point, use this button to unlink it.

QuoteWerks claims ownership of HaloPSA opportunities that were created or updated from within QuoteWerks. It is not recommended that you manually make changes to the opportunity from within HaloPSA as these changes may be overwritten by QuoteWerks when QuoteWerks is updating the HaloPSA opportunity.