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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

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 follow ups within Autotask, and gain visibility into revenue streams from products, services, and other sources.


For more information on the Autotask integration, please see:

Setting Up the Autotask Integration

Using the Autotask Integration


Features available in Autotask Integration:

QuoteWerks searches for your Autotask Contacts

Automatically creates and updates Sales Opportunities

Create Document Attachments

Attach Additional Documents/Files to the Opportunity

Create Autotask Quotes

Create Autotask Purchase Orders

QuoteWerks Creates Products, Services, and Cost Items in Autotask

Leverage your Autotask Products, Services, and Labor databases

Create new Autotask Accounts and Contacts

Create Autotask Quotes from Dashboard Notifications

Create Autotask Account To Do's