Quoter Integration

Integrate Quoter with Halo for sophisticated quoting and an amazing customer experience.

Overview

Build an unparalleled experience for your staff and customers by combining the power of Quoter with Halo.

Third-Party

Keep Halo as your product/service source of truth by including Halo Products on your Quoter Quote Templates and Quotes with perfect syncing back to Halo.
Enhanced mapping prevents data duplication in Halo to streamline accounting and billing.
Full one-time and recurring product support makes billing in Halo from accepted Quoter Quotes a breeze.
Full support for Quoter’s advanced features, such as:
E-signatures and electronic acceptance
Approval workflows
Flexible optional items, bundles, item groups and sections
Tax automation and county taxes
Product configurator and CPQ
Multi-tenant and reseller features