Quotation Management
6 guides
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Quoter Integration
The Quoter integration with Halo has been updated, primarily affecting Quoter's setup. The integration creates and syncs quotations, enabling electronic acceptance and tax automation. Two integration methods exist: using Quoter's new method or Halo's pre-existing method. For Quoter's method, the integration now utilizes the Halo API directly without requiring a webhook. For the Halo method, a custom webhook is employed for quote synchronization. The integration supports product matching, opportunity linkage, and synchronization with Xero if both systems are connected.
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