The QuoteWerks Integration with Autotask
QuoteWerks Web - New!
|Use the web version of QuoteWerks to create, edit, and view your quotes from anywhere using a web browser. Learn More or Watch the Video|
Integration IntroductionA Short Introduction to the QuoteWerks Integration with Autotask
Integration OverviewThis video demonstrates the QuoteWerks integration with Autotask.
Webinar: Ramp Up Your IT Services Sales with Autotask & QuoteWerksThe combination of QuoteWerks and Autotask makes it simpler to provide quotes, 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.
Webinar: QuoteWerks and Autotask IntegrationThis QuoteWerks webinar provides an overview of the QuoteWerks integration with Autotask.
QuoteWerks Web - AutotaskSee how easy it is to create, edit, and deliver quotes using QuoteWerks Web. This video covers the major features of QuoteWerks Web and how it integrates with Autotask.
Fill Your sales pipeline with Professional looking quotes and proposals
Work your sales pipeline harder and create more comprehensive quotes, proposals, and estimates!
Use QuoteWerks, sales quoting and proposal software solution, as a tool in your CPQ and Quote-to-Cash sales process.
Reasons The Autotask Community Chooses QuoteWerks
- 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!
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!.
RequirementsThe 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 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.
Exchange information between QuoteWerks and AutotaskWhen you select the Autotask contact to use in the quote, our innovative DataLink feature can automatically pull other information from Autotask into the quote such as sales tax, customer terms, customer profile, shipping method, etc. Customer profiles can be used by QuoteWerks to determine the appropriate pricing a particular customer should receive.
The Autotask DataLink is bi-directional, so field information can be copied from QuoteWerks into the Autotask opportunity and then fields can also be copied from the Autotask Opportunity into QuoteWerks.
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 QuickBooks.
QuoteWerks Creates Products in AutotaskWhen 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.
From within QuoteWerks, you can enter a new lead in the quote and simply click on a button to create that company and contact in Autotask.
QuoteWerks Creates a Seamless Integration to AutotaskWhile 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.