The QuoteWerks Integration to Autotask
This video demonstrates the QuoteWerks integration with Autotask.
Webinar: Ramp Up Your IT Services Sales with Autotask & QuoteWerks
The combination of QuoteWerks and Autotask makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, create orders and service tickets within Autotask, and gain visibility into revenue streams from products, services, managed services, and other sources.
Len DiCostanzo, Autotask's SVP of Community & Biz Dev, and Brian Laufer, Vice President at QuoteWerks, discussed on April 30th 2014 their respective solutions and how to get the most out of utilizing them in harmony. Thomas Clancy, Founder & VP of Sales for Valiant Technology, provides input from an MSP utilizing both Autotask & QuoteWerks to grow his business.
The combination of QuoteWerks and
Autotask makes it simpler
to provide estimates and proposals to prospective customers,
combine sales quotes with business development opportunities
in the pipeline, create orders and service tickets within
Autotask, and gain visibility into revenue streams from
products, services, managed services, and other sources.
Reasons The Autotask Community Chooses QuoteWerks
- QuoteWerks is a Turn-key Solution - No waiting months for
- QuoteWerks is a One-time purchase - Paying forever is NOT an investment.
- At QuoteWerks, we believe in Phone Support. You can pick up the
phone and reach someone. No need to create a ticket!
- We stand behind our product. QuoteWerks comes with a
100% Money Back
Guarantee. No Strings Attached.
- With QuoteWerks concurrent licensing,
you do not need licenses for occasional users - Saving you money!
Every business needs a few basic software tools to operate efficiently. In my world, it is Autotask, QuickBooks and QuoteWerks. QuoteWerks is the glue that holds it all together and lets information smoothly move between my suppliers, the tools and my customers. With QuoteWerks we deliver quotes quickly, we easily accommodate changes and present a professional image while shorten the sales cycle. Once the client approves the quote, information flows into Autotask and QuickBooks where the project is completed / billed and the cycle is complete.
CompatibilityQuoteWerks integrates with both
Autotask Go! and Autotask Pro (On-Premise and Cloud). Autotask
Go! does not have Opportunities or Quotes, therefore QuoteWerks
can not update these in Autotask Go!.
The QuoteWerks Autotask integration
is only available in the
Corporate Edition of QuoteWerks.
QuoteWerks Searches the Autotask Database for Contacts
From our Sold To / Ship To tab of the QuoteWerks quote workbook,
you can search the Autotask database for a contact by name,
account name, or phone number. QuoteWerks will fill in the
contact information in the quote by pulling the contact
information from the contact that you searched for. You will
never have to re-type your customer information.
QuoteWerks Creates Document Attachments in
When saving a quote, QuoteWerks automatically creates a link to
the quote under the Attachments tab in the Autotask Opportunity. You can even
click on the attachment and QuoteWerks will open and
display the quote the attachment refers to. This feature is very
useful for organizing and finding your quotes from within
Autotask. If this is a remote install or satellite office,
opening that document link will import that quote into that
QuoteWerks Creates/Updates Sales Opportunities in
When saving a quote, QuoteWerks automatically creates an Opportunity
in Autotask. When you are in Autotask, you will see the sales opportunities and their sale amounts for each quote you have created for this contact.
feature is very useful in determining your projected cash flow.
QuoteWerks Attaches Additional Documents/Files to the
Opportunity in Autotask
When creating or updating opportunities in Autotask, you
can add file attachments to the opportunity. You can either
select a file using a file selection dialog, or choose a file
that is already linked to the quote under the Links tab on the
Quote WorkBook. This is really useful for attaching a PDF
version of the quote to the Autotask Opportunity. Having a
PDF version of the quote is an advantage because anyone can then
view the quote - they do not have to have QuoteWerks installed
on their machine to view the quote. You can attach multiple PDF
files to the opportunity, so you can easily attach the customer
proposal, and a no frills plain vanilla version for the service
technicians to follow, and basically anything else you could
QuoteWerks Creates Quotes in Autotask
When saving a quote, QuoteWerks can create an Autotask Quote
associated with the Opportunity. Line item detail from the
QuoteWerks Quote will automatically transfer to the Autotask
Quote including recurring revenue details.
QuoteWerks Creates Purchase Orders in
QuoteWerks can easily create Autotask
Purchase Orders that
contain items from a single or multiple orders. Items that do
not exist in Autotask will be created. Additionally if using
the Online Ordering
feature of the real-time module,
after the items are ordered you will be asked if you want to
create a Purchase Order in Autotask for the items you just
ordered electronically. The Autotask Purchasing Module is
required to use this feature. If you do not have the Autotask Purchasing Module, QuoteWerks can create POs in
When creating Quotes in Autotask, those
products will be created in the Autotask products databases for future use
if the item does not already exist in Autotask.
In fact, you can even use this feature to completely populate
your Autotask product database (effectively importing
products into Autotask) with products from QuoteWerks product
databases or your QuickBooks items list.
QuoteWerks Creates Products in Autotask
Use Autotask Products, Services, Labor in QuoteWerks
QuoteWerks enables you to use the products, services, and
Labor Items you already have in
Autotask. QuoteWerks can link to the Autotask Products and/or
Services databases as Product Data Sources. From within QuoteWerks, you
can search the Autotask databases and add these
products and services to your QuoteWerks quote.
Create Quotes from Autotask Dashboard
the My Summary Dashboard
in QuoteWerks, you will see all Opportunities in
Autotask that need a Quote created. This feature was designed so people on the road using
Autotask can enter basic specifications for the
Autotask opportunity. Then, in the office, the person
assigned to create quotes will automatically be notified
that s/he needs to create a quote for this opportunity.
QuoteWerks Creates a Seamless Integration to Autotask
While working in QuoteWerks, you can easily launch the
contact, opportunity, or quote that you are working with. You
can launch the contact anytime in Autotask from the Sold To/Ship
To tab in QuoteWerks. While updating an existing Autotask
Opportunity or Quote, you can easily view them in Autotask with
a click of a button ensuring you have a seamless integration