Professional quotes in minutes—without third-party tools. Brendan Bastine (Gozynta Consulting) shows how to build dynamic HaloPSA quote templates with item bundles, optional groups, and self-service approvals (no portal login required). Steve Taylor demos Alternative Payments for Pay Now links, autopay, and full AR sync from HaloPSA to your accounting.
What you’ll learn:
âś… Build dynamic HaloPSA quote templates fast
✅ Use item bundles and options for “good/better/best”
âś… Enable self-service approval and signatures
✅ Connect quotes → sales orders → invoices → payments
Speakers:
đź“Ł Brendan Bastine (Gozynta Consulting)
đź“Ł Steve Taylor (Alternative Payments)
Links:
đź”— Gozynta Consulting: https://www.gozynta.com/consulting
đź”— Alternative Payments: https://alternativepayments.io
