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

The DataLink feature allows you to pull or push additional data from specified fields in QuoteWerks and Autotask. This data from Autotask can be used to complete fields in the QuoteWerks document such as customer terms, custom fields, etc. for the customer.  Additionally, by being able to push data into Autotask Opportunities, users can also control some of the data that is sent over to Autotask such as document number, document name, contract dates, and more.  

Clicking on the [DataLink Setup] button on the Contact Manager Setup window will display the DataLink setup window.

Contact manager data fields can also be inserted into the print layouts so that the data is copied from the contact manager and then printed on your quote without being stored in the quote itself.

To set the DataLink up for Autotask, follow these instructions:

Pulling Additional Autotask Field Data into QuoteWerks

Pushing Additional QuoteWerks Field Data into Autotask