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.

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 Document Attachments

•Create new HaloPSA Accounts and Contacts

•Completing or Updating a Completed Sale in HaloPSA