Quoter
Integration
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Integration guide

Overview

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

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Features & Benefits

  • 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
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