Software Alternatives & Reviews

Quoter VS HaloPSA

Compare Quoter VS HaloPSA and see what are their differences

Quoter logo Quoter

Save time, eliminate mistakes, and get paid faster with Quoter, the quote-to-cash solution for IT Service Providers.

HaloPSA logo HaloPSA

You’re in good company 100,000+ people, from 40+ countries, trust HaloPSA to centralise their business processes.
  • Quoter Landing page
    Landing page //
    2023-06-15

Quoter is a modern, cloud-based quoting platform that helps MSPs, VARs, and ISVs save time, eliminate mistakes, and get paid faster. Our simple template-based system automates the Configure, Price, Quote (CPQ) process so your reps can fire off beautiful quotes in seconds. Seamlessly integrates with PSAs (ConnectWise, Autotask, and Kaseya), CRMs (e.g. Salesforce, Hubspot, etc.), Distributors (e.g. Ingram Micro, Tech Data, and others), and Accounting Tools (e.g. Xero, Quickbooks Online, and more).

  • HaloPSA Landing page
    Landing page //
    2023-11-06

HaloPSA is a single, all-inclusive solution, designed for MSPs. HaloPSA gives you the power to manage your comprehensive service desk with powerful ITIL aligned out-of-the-box functionality. With an integrated PSA platform you will experience features such as time-tracking and billing, advanced reporting, asset management, remote access, seamless integrations, automation tools and more. Tailored to your requirements with an intuitive UI, you can remedy your client issues with an unlimited PSA solution

Quoter

Website
quoter.com
$ Details
paid Free Trial $129.0 / Monthly (UNLIMITED USERS)
Platforms
Web Browser
Release Date
2018 January

HaloPSA

$ Details
paid Free Trial £35.0 / Monthly (per agent)
Platforms
Windows Browser Android Web iOS Google Chrome REST API Firefox Cross Platform JavaScript Safari Chrome OS iPhone Cloud Internet Explorer Windows Phone Edge Node JS .Net AWS C++ TypeScript Windows IIS
Release Date
-

Quoter features and specs

  • Quote Bundles : Yes
  • Product Configurator: Yes
  • Smart Templates: Yes
  • E-Signatures: Yes
  • Product Cloud: Yes
  • Optional Items: Yes
  • Integrated Payments: Yes
  • Distributor Integrations : Yes
  • Quote Sections: Yes
  • Discount: Yes
  • Branded Custom Proposals: Yes
  • Manager Approvals: Yes
  • Reporting & Analytics : Yes
  • Email Tracking: Yes
  • Sales Tax Automation: Yes
  • Cost & Margin Tracking: Yes
  • Multi-Currency Support: Yes

HaloPSA features and specs

  • Help desk & requests management: Yes

Quoter videos

Product Configurator | Quoter

More videos:

  • Demo - Quoter Product Overview | Sales Quoting & Proposal Software
  • Tutorial - Quoter + QuickBooks Online (QBO) Integration
  • Tutorial - Quote Revisions | Making changes to a quote or proposal with Quoter

HaloPSA videos

HaloPSA - An Introduction (2021)

More videos:

  • Review - HaloPSA - RMM (2021)
  • Review - HaloPSA - Billing (2021)

Category Popularity

0-100% (relative to Quoter and HaloPSA)
Configure Price Quote (CPQ) Software
MSP
0 0%
100% 100
Document Automation
100 100%
0% 0
Help Desk
0 0%
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Quoter and HaloPSA

Quoter Reviews

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HaloPSA Reviews

  1. HaloPSA Review

    HaloPSA has been a great experience for us. We have been using it for just under a year and had tried several systems before we found HaloPSA. HaloPSA was the only one that ticked all the right boxes with its modern, clean and fast interface, huge array of integrations, fantastic support and very competitive price.

    👍 Pros:    Intuitive|Nice interface|Wide range of integrations|Great customer support

Social recommendations and mentions

Based on our record, HaloPSA should be more popular than Quoter. It has been mentiond 4 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Quoter mentions (2)

  • Quoting Tools & Software
    Off the top of my head, before I go to bed.. More CRM integrations (the client mentioned Dynamics, I'm not seeing a mention of that on quoter.com, maybe I'm missing it). Deeper PSA integrations. More shipping integrations. More payment integrations. More distributor integrations. Online Ordering integrations. Leasing Integrations. Raise RFQs Custom Scripting Ability to have it totally on-prem Formula... Source: 11 months ago
  • Quoter vs CW Sell?
    Do you have anything specifically on Quoter? (quoter.com). Source: over 1 year ago

HaloPSA mentions (4)

  • ConnectWise Exodus - no wonder...!
    We heard about haloPSA at the Vegas MSP conference last month. Several MSPs are moving to them. We were very impressed with the staff that represented the. Booth. Check ‘em out: https://halopsa.com. Source: 11 months ago
  • Issues with help desk
    I've been e-mailing support @ halopsa.com and my tickets always get created? I can also login to support.halopsa.com and log a ticket directly in the self service portal. Source: over 1 year ago
  • Ticketing/PM/Time Tacking/Documentation Stack Review and Recommendation
    We're an autotask shop, but if I was starting all over, I'd be looking hard at https://halopsa.com/. Source: about 2 years ago
  • MSP Friendly CRM Solutions
    I moved to Halo - https://halopsa.com - from Connectwise and it's working well for me. Combines the PSA and CRM in one. Source: almost 3 years ago

What are some alternatives?

When comparing Quoter and HaloPSA, you can also consider the following products

QuoteWerks - Create professional quotes & proposals in minutes with QuoteWerks® - the Market Leading quoting software solution (CPQ) that integrates with your CRM and Accounting to create a seamless sales process.

Atera - Atera’s all-in-one platform enables IT professionals to gain access, visibility, and control over all their networks and devices from anywhere, so they can work smarter and light years faster.

ConnectWise Sell - Connectwise Sell is a Quote and Proposal Software with high quality, accurate quotes and attractive proposals.

SuperOps.ai - Remote Monitoring & Management(RMM) and Professional Services Automation(PSA) platform for Managed Service Providers

KBMax - KBMax 3D CPQ solutions is the next generation to configure, visualize, price, quote with interactive 3D visualization and engineering automation. Learn more.

NinjaOne - NinjaOne (Formerly NinjaRMM) provides remote monitoring and management software that combines powerful functionality with a fast, modern UI. Easily remediate IT issues, automate common tasks, and support end-users with powerful IT management tools.