When you're saving a document, the “Create/Update Sales Opportunity” checkbox will appear on the Save window.

This option will create or update an Autotask opportunity or attach to an existing opportunity in Autotask.

Once you have pressed the [OK] button from the File -> Save window, the “Create/Update Autotask Opportunity” window will appear, enabling you to enter or adjust information about the opportunity such as the Opportunity Name, Owner, Stage, Status, Description, Create Date, Projected Close Date, Probability %, Rating and the Promotion Name.  Additionally, if a PO Number has been added to the Sale Info tab in QuoteWerks, that PO number will flow over to the Autotask PO Number field in the Autotask quote.

The Opportunity Description field is also available if you need to provide more context and information about this opportunity in Autotask.

The Opportunity drop down will contain a list of all existing Autotask opportunities associated with the Autotask contact record on the Sold To / Ship To tab in QuoteWerks. If you have not already created a new opportunity for this quote, here you can select an existing opportunity to update with the current quote’s information.  

Once the opportunity has been created, an Auto-Link will appear on the Links tab in QuoteWerks for that document as well as the Autotask Quote (if you have checked that checkbox).  

Unlink Opportunity

If you accidentally attached a quote to the wrong opportunity in Autotask, you can use the button to remove the link. All entries relating to the QuoteWerks Quote will be removed from the Autotask opportunity. This button will only be displayed when updating an existing opportunity, so if you realize you made a mistake, choose to update the opportunity, and then at that point, use this button to unlink it.

By creating opportunities in Autotask, Autotask can generate pipeline reports. This feature helps you estimate your cash flow. If you already have an opportunity for this quote, it will automatically update the existing one to reflect changes you have made to the quote.

QuoteWerks claims ownership of Autotask opportunities that were created or updated from within QuoteWerks. It is not recommended that you manually make changes to the opportunity from within Autotask as these changes may be overwritten by QuoteWerks when QuoteWerks is updating the Autotask opportunity.