HaloPSA quotes and quote-agnostic conversion

The handoff from sales to delivery is where MSPs leak money. A quote is won, and then somebody has to notice, build the project, remember the hardware, and move the opportunity. If you quote in HaloPSA, Current runs the same Win Quote Engine it runs for ScalePad Quoter, ConnectWise CPQ and Kaseya Quote Manager: won quotes appear in front of a project manager automatically, and a few guided steps later there is a real project, real charges in Halo, and an opportunity that has moved itself.

A quote carries the currency it was priced in. Current never converts money. When a quote's currency is different from your workspace currency, the won-quote queue and the conversion wizard flag it and the figures stay exactly as the quote states them, so what reaches HaloPSA is the number you saw. Your workspace currency is set in Settings › General › Region and words.

• HaloPSA connected as your workspace's PSA. Halo quotes are native to the PSA. Current reads your quotes and writes projects and charges back into the same Halo instance.
• A "won" quote status. In Halo, a quote is won when it reaches a quote status whose "System Use" is "Accepted" (Configuration → Quotations → Quote Statuses). That's the status that puts a won quote into Halo's "Requires Processing" set, which is what Current watches.
• Tenant Admin to connect and configure; project managers and admins to convert.

There's no webhook here, deliberately. Halo's outbound callbacks carry no signature Current could verify, and Halo doesn't offer a single "changed since" filter on quotes, so Current polls Halo every few minutes for quotes that have reached your accepted status, using its own authenticated credentials, and works out what's new by comparison. A win appears in the queue within a poll cycle or two, and a missed cycle is caught by the next. There's no delivery to drop.

From here the experience is identical to a Quoter win, on purpose: the quote lands in the "Won quotes, ready to convert" queue on My Day, and Convert opens the same wizard. The quotes and where they land (project or post-sale ticket), the day-1 questions and AI plan drafting against the sold hours and your deadline, one Billing step that holds the charges, how the labor bills and the billing owner, and one Review confirm that is the first and only write. The full walkthrough lives in "ScalePad Quoter: turn won quotes into projects and charges", every step described there behaves the same for a Halo quote, with the writes going to HaloPSA instead of Autotask. One difference for now: on the post-sale ticket path the billing work is not yet sent to HaloPSA as a ticket. It stays in Current, where the billing owner sees it on My Day and gets a bell and an email.

One-time product and material lines you tick are pushed as charges against the new project (or ticket) in Halo, referencing your Halo product catalog. Labor lines are never charges: you choose in the Billing step's Labor billing section whether labor bills as a fixed fee, as time and materials, or against an agreement that already covers it. Current can't make HaloPSA contracts yet, so a fixed fee is set up by your billing owner from the exact steps on their billing task. See "Labor billing on won quotes: fixed fee, time and materials, or already covered". Recurring lines are never pushed as one-time charges. They become the critical day-1 "Contract/Agreement Update" task with one checklist item per recurring line, assigned to the billing owner in Current and in HaloPSA, so MRR can't fall through the cracks. The signed quote is filed on that task in Current; attaching it to the task in HaloPSA isn't available yet. Halo splits a quote's money into one-off, monthly, and annual figures, and the wizard uses that split to size the plan and label the charges correctly.

• Current moves the Halo quote and its opportunity to your won/converted state, which clears it from the queue. If that write-back fails, the result screen says so and you move it in Halo yourself.
• Partner-portal access and the started/finished notifications behave exactly as on the Quoter path.
• If a quote is stuck in the queue, the answer is the quote's status in Halo. If the work was already set up some other way, open the quote and press Already converted; Undo puts it back. To clear several at once, press Mark converted… at the foot of Won quotes to convert on My Day, tick the rows (or Select all), press Mark as already converted and confirm the count; Undo puts them all back.