Skip to main content

Since Quoter email tracking only works when sending directly from Quoter (not when using the public link with Halo), is there any workaround?

This defeats the purpose of integration when dealing with the helpdesk: if an opp. ticket is open and a quote is sent from quoter, the help desk has no visibility. They’d need Quoter access (which they don’t and won’t have), and the client ends up with a separate email chain. Once the client replies, that conversation is no longer tied to the ticket. The Sales and helpdesk teams will not have the data in sync. 

Ideally, all quote activity and communication should stay in Halo — even just an email alert confirming the quote was opened would help. We can then keep all ticket history inside off Halo.  

This is a valid request and I too would like to see this implemented… but I won’t hold my breath.  

Hi ​@pcam and ​@chickman,

We do have a quote open notification that can be turned on. Details here: https://help.quoter.com/hc/en-us/articles/32085918924955-Quote-Opened-Notification

The more complete solution to bring quote open tracking into Halo makes a lot of sense though as well. If you’d like to submit this as a Product Idea then other Partners can vote on it which helps us prioritize our roadmap. 

Thanks,
Ash

​@pcam As a potential workaround, our API does allow the email sent status to be pushed, so if you were to build a custom API push, it would allow some of that information to be sent over to Halo:

https://docs.quoter.com/api#tocS_Quote

Hi Ash,

Yes, I’m aware that notifications are available—but only if the quote is sent directly from within Quoter. In our workflow, we use Quoter’s public link for each quote and place that into the Halo ticket before sending it out.

Ideally, the integration should leverage the Halo variable (below) so that the quote URL is passed into Halo automatically. While I can live without the open notifications, I believe this should be part of the basic integration. Having to manage two separate areas (Quoter and Halo) just to track quotes defeats the productivity gains we signed up for.

The whole point of using Quoter was to streamline and simplify how we send and manage quotes with Halo, not to add extra steps.

 

$GENERICINVOICEURL Invoices URL for customers to view and pay the Invoiceif populated by a custom integration

  

Jon - This is really above my scope—I’d need a developer to dig into it, and honestly I don’t have the time or resources to start poking around with this right now.

 

Terms & ConditionsCookie settingsAccessibility statement