<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > Autotask Integration > Using the Autotask Integration > Creating or Updating a Quote in Autotask |
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When you're saving a document, the “Create/Update Quote” checkbox will appear on the Save window.
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Once you have pressed the [OK] button from the File -> Save or File -> Save As window, the “Create/Update Autotask Quote” window will appear, enabling you to create/update an Autotask quote. The Quote Name, Description, Effective and Expiration Dates can all be modified before saving the quote in Autotask. Additionally, when creating or updating the Autotask quote, if a PO number has been entered into QuoteWerks under the CustomerPONumber field, that number will populate the Purchase Order Number field in Autotask.
This quote will be created and appear in the “Quotes” section of Autotask and will be set as active.
Additionally, if the labor item does not currently exist in Autotask, it will be created as a Cost item on the quote and in the database instead. |
Once the quote is saved, the products and services will be populated in an Autotask Quote. You can have up to two of the same Service items on an Autotask Quote. Any additional, duplicate service items will be added as cost items to the Autotask Quote and the user will be notified of this in QuoteWerks.
Additionally, when QuoteWerks creates the Autotask Quote, the Sold to, Ship to, and Bill to addresses from QuoteWerks will be copied into the same fields in the Autotask quote under the Terms tab.
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