Using the Autotask Integration |
  
|
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
●Attach Additional Documents/Files to the Opportunity
●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