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
•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
