In this video we introduce you to the QuoteWerks integration with HaloPSA. We show how to pull in a contact from the HaloPSA Customers database, how to create a HaloPSA opportunity and quote from a QuoteWerks document, how to create a linked document in the HaloPSA quote, and what that opportunity, quote, and attachment look like in HaloPSA. Everything we do in this demo assumes that you have already gone through setting up the HaloPSA integration. If you still need help doing this, see the Setting up the HaloPSA Integration in QuoteWerks video for instructions.
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