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.
QuoteWerks 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 Products in Autotask
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.
Use Autotask Products and Services in QuoteWerks
QuoteWerks enables you to use the products and services 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.
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