QuoteWerks Integrates with Datto Autotask PSA

Reasons The Autotask Community Chooses QuoteWerks

• QuoteWerks is a Turn-key Solution - No waiting months for implementation.
• Easy to learn, easy to use.
• Easily modify the look of your quotes and proposals.
• 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!

How QuoteWerks Integrates with Datto Autotask PSA

• QuoteWerks leverages your Autotask PSA Contacts
• Automatically creates and updates Sales Opportunities
• Creates products in Autotask and attaches products to your Autotask Quotes
• Recurring items flow seamlessly into your Autotask Quotes
• Use your Autotask Products, Services and Labor in your QuoteWerks Quotes
• Attaches PDFs to Autotask so people in your organization without QuoteWerks can view quotes
• QuoteWerks sends Purchase Orders to Autotask - Streamlining your Procurement Process
• Create Quotes from an existing Autotask Opportunity that appear as Notifications in QuoteWerks
• Option to use your CRM (HubSpot, salesforce.com, Microsoft Dynamics CRM, etc) for Quoting and Autotask for Orders and Tickets
• Create New Autotask Contacts from QuoteWerks
• Electronically deliver interactive quotes and proposals to your customers in Autotask

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 installation.

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 Autotask

As an example, you can use the Datalink to auto-retrieve the Sales Tax Rate for the Company in Autotask into QuoteWerks.

QuoteWerks Creates Purchase Orders in Autotask

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 Autotask

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.

Autotask Products are shown with a hierarchal tree view of all the Autotask Products Category levels. This makes finding and navigating to products in QuoteWerks even easier than in Autotask PSA itself!

QuoteWerks Creates New Autotask Accounts and Contacts

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.

Autotask as a Secondary CRM

Does your sales team utilize a CRM other than Autotask? QuoteWerks integrates with the leading CRM packages and provides the ability to use Autotask as a secondary CRM. This lets Autotask users use QuoteWerks with a CRM like HubSpot, Microsoft Dynamics CRM, salesforce.com, or the other supported CRMs to do all their prospecting and quoting leveraging our dynamic CRM integrations. Then, when the quote becomes an order, QuoteWerks can create or link to the customer in Autotask and create the sales opportunity, products, and service tickets, and more in Autotask.

Create Quotes from Autotask Dashboard Notifications

From the My Summary Dashboard in QuoteWerks, you will see all Opportunities in Autotask that need a Quote created. This feature was designed so people on the road using Autotask can enter basic specifications for the Autotask opportunity. Then, in the office, the person assigned to create quotes will automatically be notified that s/he needs to create a quote for this opportunity.

QuoteWerks Creates a Seamless Integration to Autotask