QuoteWerks Integration

Integrate with QuoteWerks to streamline the quote and proposal process.

Overview

Enhance your Halo 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.

Website

Quotewerks.com

Integration Type

Third-Party

Linked Guides / Articles

QuoteWerks Integration

Integration Features

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

Platform

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Software

HaloITSM

The unified Service Management solution, redefined for Enterprises demanding best-in-class results.

HaloPSA

Intuitive, all-inclusive PSA solution, built to transform and modernise the delivery of managed IT services.

HaloCRM

Unify customer-facing teams to boost leads, conversions and customer service with the all-in-one CRM.

Solutions

By Use

By Sector

Customers

Company

Partner

The unified Service Management solution, redefined for Enterprises demanding best-in-class results.

Intuitive, all-inclusive PSA solution, built to transform and modernise the delivery of managed IT services.

Unify customer-facing teams to boost leads, conversions and customer service with the all-in-one CRM.

By Use

By Sector

Customers

Company

Overview

Website

Integration Type

Linked Guides / Articles

Integration Features

Products

Company

Platform

Solutions

Resources

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