The combination of QuoteWerks and Autotask makes it simpler to provide estimates and proposals to prospective customers, combine sales quotes with business development opportunities in the pipeline, create follow ups within Autotask, and gain visibility into revenue streams from products, services, and other sources.
For more information on the Autotask integration, please see:
•Setting Up the Autotask Integration
•Using the Autotask Integration
Features available in Autotask Integration:
•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