The QuoteWerks Integration to Autotask

  • Integration Overview
    This video demonstrates the QuoteWerks integration with Autotask.
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 integration with Autotask

Reasons The Autotask Community Chooses QuoteWerkss

  • QuoteWerks is a Turn-key Solution - No waiting months for implementation.
  • 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!

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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 Autotask

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 installation.

QuoteWerks Creates/Updates Sales Opportunities in Autotask

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. The Opportunity 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 want.

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, 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.

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 with Autotask.