<< Click to Display Table of Contents >> Navigation:  QuoteWerks Help > CHAPTER 9: Contact Management Integration > 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

•Create Document Attachments

•Attach Additional Documents/Files to the Opportunity

•Create Autotask Quotes

•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

•Create Autotask Quotes from Dashboard Notifications

•Create Autotask Account To Do's