Using the Autotask Integration

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Using the Autotask Integration

This section takes you through using your Autotask PSA with QuoteWerks. This will allow you to pull Autotask customer records into sales quotes, create Autotask opportunities, and much more using a single application: QuoteWerks.


The Integration features include:

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