In some cases, your Opportunity may have items that have recurring revenue associated with them. You can set items in QuoteWerks to be recurring by first right clicking on the product or service line item on the Document Items tab, and then choose the option “Line Attributes”.

The options on this window are explained in more detail in Line Attributes.

Once the recurring line item defaults have been set, you will be able to view any recurring revenue by opening the newly created quote in Autotask.