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Version: 5.2      Build: 8      Implementation Date: 9/7/2017      Type: New     View All Features in Build
For QuoteValet Mobile users, we've updated the user interface, fixed some UI issues like the issue when scrolling through multiple pages of the NEW template list. You can now select a contact for the Mobile quote from Autotask, and we've updated QuoteValet Mobile to work with the new ConnectWise REST API. Posted live August-23-2017.
Version: 5.2      Build: 8      Implementation Date: 7/11/2017      Type: Fix     View All Features in Build
For Autotask Users, when updating an Opportunity in Autotask, the error ?Reference value on field: ProductID of type: Product does not exist or is invalid? in ?DLL method: UpdateOpportunityEX()? was received. This was because the default Product in Autotask was disabled in Autotask. This product is required to update an opportunity via the Autotask API. The message returned when attempting to update an opportunity now returns the specific ProductID and the Name for the Product that must be set to Active in Autotask.
Version: 5.2      Build: 2      Implementation Date: 01/26/2017      Type: Fix     View All Features in Build
for Autotask users, the "Create Autotask Product Item Name From" setting was not upgraded properly during the v5.2 Build 1 upgrade. This is fixed moving forward.
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: New     View All Features in Build
For Autotask users, when creating or updating an Autotask Quote the QuoteWerks Customer PO# now populates the PurchaseOrderNumber field in the Autotask quote.
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: Misc     View All Features in Build
For Autotask users, for the next release of Autotask 2016.2, numeric API queries no longer support the Begins With operator. Changes were made to accomodate this.
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: Fix     View All Features in Build
For Autotask users, when receiving an item from the Purchasing window and entering the Serial Number at the same time, would receive an error and the item would not be received in Autotask.
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: Fix     View All Features in Build
For Autotask Users, when updating an existing Autotask Quote that had a Project associated with it, the project would be removed.
Version: 5.2      Build: 1      Implementation Date: 11/08/2016      Type: Fix     View All Features in Build
For Autotask Users, no vendors would be returned when creating Purchase Orders in Autotask 2016.2.
Version: 5.1      Build: 6      Implementation Date: 05/25/2016      Type: Misc     View All Features in Build
For Autotask users, Autotask increased the length of the Product Description available through the Autotask API from 200 to 2000 characters. This increased has been implemented in QuoteWerks.
Version: 5.1      Build: 6      Implementation Date: 05/25/2016      Type: Fix     View All Features in Build
For Autotask users, when QuoteWerks saved a quote in Autotask and a Product or Service Line was on the QuoteWerks Quote with a blank Description, a Run-time error 91 occur.
Version: 5.1      Build: 6      Implementation Date: 05/25/2016      Type: Fix     View All Features in Build
For Autotask users, when converting a quote to an order and an Autotask opportunity was linked to the quote and an Autotask Quote was created for the opportunity, the Autotask Quote was not getting updated with the current line item information in the QuoteWerks order.
Version: 5.1      Build: 4      Implementation Date: 03/09/2016      Type: Misc     View All Features in Build
When creating a contact in Autotask, the status message was saying "Creating contact in ConnectWise"
Version: 5.1      Build: 4      Implementation Date: 02/03/2016      Type: Fix     View All Features in Build
For Autotask Users, when the Autotask Product Item Name Mapping was not ManufacturerPartNumber, an error could occur when attempting to use an existing Autotask Service Item when creating/updating an Autotask Quote.
Version: 5.1      Build: 2      Implementation Date: 12/15/2015      Type: New     View All Features in Build
For Autotask users, there is now a new DataLink option for Account->&AccountManager. This macro will retrieve the Account Manager's name for the specified contact into the designated field. Previously, you could only retrieve the OwnerResourceID field which was a numeric record id for the Account Manager.
Version: 5.1      Build: 2      Implementation Date: 12/15/2015      Type: New     View All Features in Build
For Autotask users, if QuoteWerks creates an Account To-Do when saving the quote, an auto-link will be generated for you on the Links Tab. Clicking on this auto-link will launch the Autotask Account To-Do in a browser.
Version: 5.1      Build: 2      Implementation Date: 12/15/2015      Type: New     View All Features in Build
For Autotask users, when saving the Quote, you have the ability to create a new Account To-Do. The To-Do can be linked to the Autotask Account, Contact, and/or Opportunity. When saving an existing Quote in QuoteWerks you have the option to up update the existing Account To-Do that was created by QuoteWerks. Autotask Account To-Dos are a great way to set a reminder about the quote you are working on such as a follow-up call.
Version: 5.1      Build: 2      Implementation Date: 12/15/2015      Type: New     View All Features in Build
For Autotask users, you can now create a new Autotask Company and Contact record from the QuoteWerks SoldTo/ShipTo tab using the information already entered on the SoldTo/ShipTo tab. For the feature to be enabled, the SoldTo field cannot already be populated with a contact that was retrieved from Autotask. Also, the Company field, Contact field, and Phone field must also be populated. This feature is available on the toolbar above the SoldTo, ShipTo, and BillTo areas of the Quote WorkBook. There is also an Access Right "CannotCreateCRMContact" that you can set if you do not want specific users to be able to use this feature.
Version: 5.1      Build: 2      Implementation Date: 12/15/2015      Type: Fix     View All Features in Build
For Autotask users, there was an issue when creating Service Items in Autotask. Service Items would always be created as Charge Items.
Version: 5.1      Build: 2      Implementation Date: 12/15/2015      Type: Fix     View All Features in Build
For Autotask users, Inactive Labor items will no longer be retrieved from Autotask from a Product Lookup search.
Version: 5.1      Build: 2      Implementation Date: 12/15/2015      Type: Fix     View All Features in Build
For Autotask users, from the Save Window, if you were in 'offline' mode, the 'Create New Account Note(s)' option would still be enabled.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: New     View All Features in Build
For Autotask users, when QuoteWerks creates items on an Autotask quote, QuoteWerks can now create Autotask Service Items in addition to Autotask Product and Autotask Cost Items.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: Misc     View All Features in Build
The Autotask integration DLL has been upgraded to .NET framework 4.0 and installed to c:\program files\common files\quotewerks.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: Fix     View All Features in Build
For Autotask users, QuoteWerks used the a Product's Manufacturer Part Number to determine if a new product needed to be created in Autotask. QuoteWerks now uses the Autotask Item Name to determine if a new product needs to be created.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: Fix     View All Features in Build
For Autotask users, on the Product Data Source tab of the Autotask Setup window, the Tax Code selection for the Autotask Services database was being saved, but not used and was always defaulting to Taxable.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: Fix     View All Features in Build
For Autotask users, when a Autotask quote was created or updated and it contained a Labor item that did not exist in Autotask, then the default Allocation Code for the item would be used instead of the mapped Allocation Code. Since the Autotask API does not support creating a Labor item, QuoteWerks instead creates a Cost item on the quote.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: Fix     View All Features in Build
For Autotask users, when retrieving Products from Autotask, multi-line descriptions with line breaks would be printed as a single line on QuoteWerks Print Layouts.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: Fix     View All Features in Build
If the "ProfitAmount Option vs the Sale Amount" was enabled in a CRM that supported the feature and then the user switched CRMs to Autotask or ConnectWise, the numbers in QuoteWerks would not match Autotask/ConnectWise as the Profit was being sent instead of the actual sale amount.
Version: 5.1      Build: 1      Implementation Date: 10/27/2015      Type: Fix     View All Features in Build
For Autotask users, when linking to an existing Autotask Opportunity, the drop-down list of existing Autotask Opportunities would return all Opportunities including Closed Opportunities. QuoteWerks will now only return Open Opportunities from Autotask.
Version: 5.0      Build: 4      Implementation Date: 04/20/2015      Type: Fix     View All Features in Build
For Autotask users, when creating a PO in Autotask, the QuoteWerks PO number was being copied into the ExternalPONumber field reserved for the Autotask QuickBooks integration. Now the QuoteWerks PO number is set in the GeneralMemo field in the following format: [QuoteWerks PO: XXXXXX]
Version: 5.0      Build: 1      Implementation Date: 11/07/2014      Type: New     View All Features in Build
Auto-Links feature on the Links tab. Use dynamically generated auto-links to quickly navigate to entities linked to your quote like contacts, opportunities, tickets, and activities. Especially useful for tickets since QuoteWerks may generate for example, 5 tickets, in your PSA and now you can quickly navigate to them using QuoteWerks. Examples of links are: Links to view the SoldTo, ShipTo, and BillTo contacts in Act! for Web, Autotask, ConnectWise, GoldMine, MSCRM, and salesforce.com. Links to view the opportunity in salesforce.com, MSCRM, and Autotask. Links to view the call activity in MSCRM. Links to view the tickets in ConnectWise. In ConnectWise 2015.1 and higher, links to view the contact, activity, and opportunity.
Version: 5.0      Build: 1      Implementation Date: 11/07/2014      Type: New     View All Features in Build
Multiple Product Database Search. You can now do a product search across multiple product databases. This will search all selected product databases including native product databases, and external product data sources like SQL, OLEDB, Autotask, ConnectWise, salesforce.com, QuickBooks, etc
Version: 5.0      Build: 1      Implementation Date: 11/07/2014      Type: Fix     View All Features in Build
For Autotask users, if an Autotask user manually made changes to opportunity fields not set by QuoteWerks, they would be overwritten with a blank value when QuoteWerks created or updated a quote in Autotask.
Version: 5.0      Build: 1      Implementation Date: 12/09/2014      Type: Fix     View All Features in Build
From the Product Lookup Window, when doing a Multiple Product Database Search, and then choosing to add/insert a result into the quote that was found in Autotask or ConnectWise product database an error would be returned and a blank item would be added to the QuoteWerks Document.
Version: 5.0      Build: 1      Implementation Date: 12/12/2014      Type: Fix     View All Features in Build
For Autotask users, when converting a QuoteWerks quote to a lost sale, the Autotask Opportunity would not be updated as "Lost".
Version: 4.9      Build: 10      Implementation Date: 08/27/2014      Type: New     View All Features in Build
When submitting an electronic order and then creating a PO in Autotask, the ShipTo information entered into the online order will be included in the Autotask Purchase Order.
Version: 4.9      Build: 10      Implementation Date: 08/27/2014      Type: New     View All Features in Build
For Autotask users, when selecting an Autotask contact the mobile number is now retrieved into the quote.
Version: 4.9      Build: 10      Implementation Date: 09/30/2014      Type: New     View All Features in Build
For Autotask users, added &AlternateTotalCost, &AlternateTotalList, AlternateGrandTotal, and AlternateSubTotal as additional options for Autotask Opportunity Advanced Field mappings.
Version: 4.9      Build: 10      Implementation Date: 08/15/2014      Type: Misc     View All Features in Build
On the Purchase Orders tab, there is now an AccountingAppRef column which will display QB, PT, CW, or AT if the PO was exported to QuickBooks, Peachtree, ConnectWise, or Autotask respectively.
Version: 4.9      Build: 10      Implementation Date: 08/27/2014      Type: Fix     View All Features in Build
For Autotask users, when updating an existing Autotask Opportunity and the Rating field was blank an error would occur and the opportunity would not be updated. Autotask does not require the Rating value on creation, but it is required on the update via the API.
Version: 4.9      Build: 10      Implementation Date: 09/30/2014      Type: Fix     View All Features in Build
For Autotask users, when clicking on the "View Opportunity in Autotask" button on the Create Opportunity Window, an error would occur and the Autotask Opportunity would not open in the default browser.
Version: 4.9      Build: 10      Implementation Date: 08/27/2014      Type: Fix     View All Features in Build
For Autotask users, the Total Price and Total Cost By Item Type would always return 0 when writing to the Autotask Opportunity Advanced Fields.
Version: 4.9      Build: 8      Implementation Date: 06/05/2014      Type: New     View All Features in Build
For Autotask users, new quotes can now be created starting with an Autotask Opportunity. When a new opportunity is created in Autotask or an existing opportunity in Autotask is set to have an opportunity stage of "Create Quote" or other pre-defined stage, the Autotask Opportunity will appear in the QuoteWerks My Summary Dashboard under the Notifications section. From there you can click on the "Create Quote for Autotask Opportunity" link. This will create a new quote in QuoteWerks and populate the SoldTo information with the customer information associated with the opportunity. It will also associate the opportunity with the quote so that when saving the quote this existing opportunity will be updated. This feature was designed so that you can have a person out in the field creating a new Autotask opportunity using Autotask mobile and just enter some basic specifications for the opportunity. Then back in the office, the person assigned to create quotes will automatically be notified that they need to create a quote for this opportunity. The same concept applies even if the opportunity is created using regular Autotask vs Autotask Mobile. From the Notifications section on the Dashboard, you can also click on a link to view the opportunity in Autotask.
Version: 4.9      Build: 8      Implementation Date: 06/05/2014      Type: New     View All Features in Build
For Autotask users, you can now create Purchase Orders in Autotask. Under the new Tools->Purchasing menu you have access to all the Order items in QuoteWerks and can easily create Autotask Purchase Orders that contain items from one 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. To enable this functionality, select Autotask as the Purchase Order Integration on the Settings tab of the Autotask setup window.
Version: 4.9      Build: 8      Implementation Date: 06/05/2014      Type: New     View All Features in Build
For Autotask users, when receiving items on the QuoteWerks Purchasing window, the item(s) will be received in Autotask along with the serial number received (if specified). For QuoteWerks to mark the items as received in Autotask, the items must already be on a Purchase Order that QuoteWerks created in Autotask. To enable this receiving feature, check the checkbox "Sync Received Items to Autotask" on the Settings tab of the Autotask setup window. Also on this window, the Purchase Order Integration must be set to Autotask.
Version: 4.9      Build: 8      Implementation Date: 06/05/2014      Type: Fix     View All Features in Build
For Autotask users, fields that were not updatable by the Autotask API would be cleared when QuoteWerks updated an Autotask Opportunity.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: New     View All Features in Build
For Autotask users, you can now specify a default tax code when using Autotask Products and Autotask Services as Product Sources. This was already available for Autotask Labor items.
Version: 4.9      Build: 4      Implementation Date: 02/25/2014      Type: Fix     View All Features in Build
For Autotask users, when searching for Contacts, Products, Services, or Labor, and your search value contained '&', '<', or '>', no results would be returned.
Version: 4.9      Build: 2      Implementation Date: 12/10/2013      Type: Fix     View All Features in Build
For Autotask users, when the manufacturer part number was blank for an item, the default part number for blank manufacturer part numbers was not being used.
Version: 4.9      Build: 1      Implementation Date: 10/08/2013      Type: New     View All Features in Build
For Autotask users, when QuoteWerks writes (Create or Update) to an Autotask Opportunity, the Opportunity Advanced Fields 1 through 5 can now contain information from the QuoteWerks document including Recurring information, deposit information, the Total Cost / Price of a particular QuoteWerks Item Type, and more. This is helpful when running reports on opportunities within Autotask.
Version: 4.9      Build: 1      Implementation Date: 10/08/2013      Type: New     View All Features in Build
For Autotask users, the Autotask Product Name can be created from Custom Text Fields 1 - 20, Internal Part Number, and Vendor Part number in addition to the Manufacturer Part Number and Description fields that could be used in previous builds.
Version: 4.8      Build: 5      Implementation Date: 06/03/2013      Type: New     View All Features in Build
Autotask contact data can be retrieved using the F2 Lookup macro of ~Autotask_Macro().
Version: 4.8      Build: 5      Implementation Date: 07/17/2013      Type: New     View All Features in Build
For Autotask users, you can now send over an item as an Autotask Labor Item to the Autotask Quote. The Labor item must already exist in Autotask. If the Labor Item is not found, the Quote Item will be added as a Cost Item.
Version: 4.8      Build: 5      Implementation Date: 07/17/2013      Type: New     View All Features in Build
For Autotask Users, QuoteWerks can link to the Autotask Labor/Role database as a Product Data Source. From within QuoteWerks, you can search the Autotask database and add these labor items to your QuoteWerks quote.
Version: 4.8      Build: 5      Implementation Date: 07/17/2013      Type: Misc     View All Features in Build
For Autotask users, when QuoteWerks creates a new product in Autotask, the QuoteWerks Item's Manufacturer Part Number will be mapped to both the Autotask Product SKU and Manufacturer Product Name. Prior to this update, it was only mapped to the Manufacturer Product Name. This is helpful, because in Autotask, you can easily search for a Product by the SKU field, but cannot search by Manufacturer Product Name.
Version: 4.8      Build: 5      Implementation Date: 07/12/2013      Type: Fix     View All Features in Build
For Autotask users, error 91 when creating or updating an Autotask Opportunity. This had to do with an issue where Autotask was not returning any results for a resources query.
Version: 4.8      Build: 5      Implementation Date: 07/17/2013      Type: Fix     View All Features in Build
For Autotask Users, When QuoteWerks closed the Autotask Opportunity as Won, the recently added Autotask field 'Closed Date' was not being set. This caused an issue when viewing the Opportunity in Autotask.
Version: 4.8      Build: 5      Implementation Date: 07/17/2013      Type: Fix     View All Features in Build
For Autotask users, QuoteWerks now supports the updated Allocation fields for Products and Cost Items. The separated Allocation Codes for Products and Cost Items have now been combined into a single mapping in the Autotask Setup within QuoteWerks.
Version: 4.8      Build: 5      Implementation Date: 09/23/2013      Type: Fix     View All Features in Build
For Autotask users, the Allocation Code Mapping would be ignored and the default Allocation Codes would be used when creating new items in Autotask.
Version: 4.8      Build: 5      Implementation Date: 06/03/2013      Type: Fix     View All Features in Build
If a group was flagged as optional and was not selected, it would be included in the CRM Opportunity (if created) for ACT!, ACT! for Web, ConnectWise, Autotask, Outlook BCM, and MS CRM.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For Autotask users, the Rebuild CM Transport Files feature now works with Autotask.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For Autotask users, when QuoteWerks creates new products in Autotask, you can now map the Autotask Product Item Name to either the QuoteWerks Description field or the QuoteWerks Manufacturer Part Number field.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For Autotask users, the shipping amount now is passed into the Autotask Quote.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For Autotask users, you can now send over an item as an Autotask Service Item in the Autotask Quote.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For Autotask users, you can now create Account Notes and attach them to Accounts, Contacts, and Opportunities.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For Autotask users, when retrieving customer information into QuoteWerks, you can now use the Datalink feature to retrieve non-address related information from Autotask such as terms, etc. This information is also available in Print Layouts. Account level field data and Contact level field data (including UDFs) can be retrieved.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For Autotask users, you can now search for a Contact by AccountNumber.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: New     View All Features in Build
For Autotask users, Autotask Products and Services can be now used with Bundles and Configurations.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: Misc     View All Features in Build
Updated Autotask API no longer requires a "Dummy/Garbage Collection" Autotask quote. As a result, the process of deleting items from Autotask quotes, routinely done when updating the Autotask quote is now faster.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: Misc     View All Features in Build
For Autotask users, when attempting to update an Autotask opportunity that the QuoteWerks quote is associated with, if the Autotask opportunity has been deleted (outside of QuoteWerks), a message will be displayed alerting the user.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: Misc     View All Features in Build
Added debug info command for Autotask.
Version: 4.7      Build: 7      Implementation Date: 07/12/2012      Type: Fix     View All Features in Build
When linking to an existing Autotask Opportunity, a new opportunity would be created with a copy of the details from the existing opportunity.
Version: 4.7      Build: 4      Implementation Date: 03/09/2012      Type: New     View All Features in Build
Attach File to CRM feature. With this feature you can automatically and manually attach files to your CRM. When emailing a quote to your customer as a PDF file, the PDF file will automatically be attached. When uploading a quote to QuoteValet and Emailing the customer the notification, the PDF file of the quote will automatically be attached. You can manually attach a file to your CRM by right clicking on a file in the Links tab, on the Print Preview window, and also from the Print window Save as PDF option. This makes the PDF version of the quote viewable by any colleagues that have access to the CRM record without having to have QuoteWerks installed. Particularly useful for the service or technical side of the business having access to the details of the job that was quoted. This new feature is turned on by default and can be controlled with the setting "[]Automatically attach PDF sent to customer by E-Mail or QuoteValet to the CRM Account or Opportunity." located on the Print tab of the Tools->Options menu.When using this feature with Autotask, ConnectWise, salesforce.com, you need to attach the quote to an opportunity first. Once the quote is associated with the CRM opportunity, QuoteWerks knows to automatically attach the PDF to the CRM Opportunity. When using this feature with ACT! 2005+, GoldMine, Outlook, Outlook BCM, MS CRM, Maximizer 10+, SugarCRM, and SalesLogix you need to link the quote to a CRM contact first. Once the quote is linked with the CRM contact, QuoteWerks knows to automatically attach the PDF to the CRM contact.
Version: 4.7      Build: 1      Implementation Date: 11/07/2011      Type: New     View All Features in Build
Etilize 2.0 UI redesign and enhancements. Now includes accessories, spec sheets, website links, and support for multiple part numbers for the same item. The Etilize panel is now available on both the Product Lookup window and the Quote WorkBook, making it easy to update existing items on existing quotes with updated Etilize information. Etilize information is no longer just displayed when searching Etilize on the Product Lookup window, the Etilize panel now displays when searching individual product databases including Autotask and ConnectWise products. When searching for Etilize Products from the Product Lookup, you can narrow down the results by Category, Sub-Category, Manufacturer, and you can also limit the results to only items carried by distributors that you have setup real-time pricing for. Pricing is now available from CDW, Newegg, Dell, and Amazon. Etilize product content is now supported for UK Customers. To top it all off the Etilize integration now boasts a 7x speed increase!
Version: 4.6      Build: 5      Implementation Date: 06/10/2011      Type: New     View All Features in Build
Autotask is now supported with the new built-in Autotask link. This new integration is available in the Corporate Edition of QuoteWerks. The integration includes: a) Autotask can be searched to find Contacts to pull into the quote. b) QuoteWerks will create/update a Sales opportunity in Autotask. You can attach to existing Autotask opportunities or create new opportunities in Autotask. c) QuoteWerks will create/update an attachment to the quote under the Attachments tab in the Autotask Opportunity. This can be used to open the quote that the opportunity refers to. If this is a remote install or satellite office, opening that document link will import that quote into that QuoteWerks installation. d) QuoteWerks will create/update the Autotask Quote associated with the Opportunity. Line Items in QuoteWerks are automatically attached to the Autotask Quote. Products that do not already exist in Autotask are created in the Autotask master product database. Recurring revenue forecasting options are also supported. e) QuoteWerks can link to the Autotask Products and 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. f) There is a "Display contact in contact manager" button on the SoldTo / ShipTo tab that will open the Autotask Contact in Autotask for the SoldTo, ShipTo, or BillTo linked contact. g) There is a "Display Opportunity in contact manager" button on the QuoteWerks Create/Update Autotask Opportunity window that will open the Autotask Opportunity in Autotask. h) There is a "Display Quote in contact manager" button on the QuoteWerks Create/Update Autotask Quote window that will open the Autotask Quote in Autotask.