Introduction to the HaloPSA Integration in QuoteWerks

In this video we walk you through 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, and how to create a linked document in the HaloPSA quote.

Verified by MonsterInsights