Pax8 + Autotask PSA Workflow
Quote Pax8 Subscriptions and Keep Autotask PSA Updated
For MSPs using Pax8 and Autotask PSA, QuoteWerks connects the quoting process to the downstream operational workflow. Build the quote in QuoteWerks, send it through QuoteValet for customer approval, pass configured Pax8 subscription details into Autotask PSA, and fulfill Pax8 subscription items through Pax8 based on the downstream PSA workflow.
The customer gets one clear proposal, while your team keeps the approved subscription configuration, pricing, quantities, terms, and related service details aligned for fulfillment and execution.
QuoteWerks helps MSPs create complete customer quotes with configured Pax8 subscriptions, hardware, services, labor, recurring revenue, and non-Pax8 items, then use the accepted quote to support Autotask PSA operations and Pax8 fulfillment.
QuoteWerks + Pax8 + Autotask Workflow
Best Fit
Built for MSPs Using Pax8 and Autotask PSA Together
This workflow is for MSPs that need a structured quote-to-PSA handoff for cloud subscriptions, services, hardware, and recurring revenue.
The challenge is not just creating the quote. The challenge is making sure the accepted quote is reflected in the systems responsible for service execution, procurement, subscription fulfillment, and revenue tracking.
QuoteWerks helps bridge that gap by capturing the approved quote and sending the relevant details into Autotask PSA.
QuoteWerks is needed for MSPs that:
- Use Pax8 for cloud subscriptions
- Use Autotask PSA for operations
- Need to quote new Pax8 subscriptions
- Quote more than just Pax8 items
- Need to configure quantities, terms, billing frequency, commitment length, and pricing before customer approval
- Sell hardware, managed services, labor, project work, and recurring revenue
- Want Autotask Quotes and Opportunities to reflect what was accepted
- Need fewer manual handoffs between sales, procurement, service delivery, billing, and cloud subscription fulfillment
What Flows Where
How QuoteWerks Connects Pax8, QuoteValet, Autotask PSA, and Fulfillment
QuoteWerks helps move the customer-approved quote and configured Pax8 subscription details into the systems that manage approval, PSA records, procurement, service execution, and fulfillment.
This matters because Pax8 fulfillment is not just about knowing the product name. The fulfillment workflow needs the actual subscription configuration: quantity, term, commitment length, billing frequency, and related approved pricing.
The goal is to avoid the common MSP handoff problem where the quote says one thing, the PSA shows another, and fulfillment has to interpret the customer’s approval manually.
After the Quote Is Accepted
Send the Configured Pax8 Subscription Details into Autotask PSA
QuoteWerks helps pass the accepted subscription configuration into Autotask PSA so the downstream workflow has the detail needed for fulfillment and execution.
Once the customer accepts the quote through QuoteValet, the QuoteWerks quote becomes the approved record of what was sold.
That record can include more than a simple product line. For Pax8 subscription items, the accepted configuration may include:
- Pax8 subscription item
- Quantity or seat count
- Term
- Commitment length
- Billing frequency
- Recurring revenue details
- Approved pricing
- Customer-selected options
- Related services, labor, or non-Pax8 items
QuoteWerks can send relevant quote details into Autotask PSA so the PSA reflects the accepted sale. Autotask can then be used to support the operational workflow around Opportunities, Autotask Quotes, products/services, recurring revenue visibility, purchasing/procurement, billing follow-up, and service execution.
This is especially important when the Pax8 subscription has been configured before approval. Pax8 needs the configured subscription details passed through the PSA workflow so the correct subscription, quantity, term, and commitment can be fulfilled.
System Roles
What Each System Does
QuoteWerks, QuoteValet, Autotask PSA, and Pax8 each play a specific role in the quote-to-fulfillment workflow.
The division of responsibility is straightforward:
- QuoteWerks structures the quote and captures the approved subscription configuration.
- Autotask PSA manages the operational records and service execution workflow.
- Pax8 fulfills and manages the Pax8 subscription items.
QuoteWerks
Builds the complete MSP quote, captures configured Pax8 subscription details, and preserves the accepted quote record
QuoteValet
Delivers the quote for customer review, approval, electronic signature, and payment
Autotask PSA
Receives relevant quote and subscription configuration details, then supports Opportunities, Autotask Quotes, products/services, recurring revenue visibility, procurement, service delivery, and billing workflows
Pax8
Fulfills and manages Pax8 subscription items based on the configured subscription details passed through the PSA workflow
Why QuoteWerks
Quote the Complete MSP Solution Before It Moves into Autotask
Most MSP quotes include more than a cloud subscription. QuoteWerks helps combine Pax8 items with the rest of the solution before the accepted sale moves downstream.
MSPs rarely quote Pax8 subscriptions in isolation. A customer proposal may also include hardware, implementation labor, managed services, project work, recurring revenue, optional items, and non-Pax8 products.
QuoteWerks is valuable because it lets the sales team build the full customer-facing quote first, then send the accepted details into Autotask PSA.
QuoteWerks helps MSPs:
- Quote Pax8 subscriptions alongside hardware, services, labor, and recurring revenue
- Configure subscription terms and quantities before customer approval
- Include non-Pax8 products and services in the same proposal
- Present the complete solution through QuoteValet
- Capture approval, signature, and payment
- Send relevant quote and subscription configuration details into Autotask PSA
- Keep Autotask Quotes and Opportunities aligned with the accepted sale
- Support procurement, service delivery, recurring revenue visibility, and billing handoff
- Reduce duplicate entry across the quote-to-fulfillment workflow
Built to Complement Your Stack
QuoteWerks Does Not Replace Pax8 or Autotask PSA
QuoteWerks connects the quoting and approval process to the systems your MSP already uses for operations and subscription fulfillment.
Pax8 remains the platform for cloud subscription fulfillment and management.
Autotask PSA remains the system for Opportunities, Quotes, operational visibility, purchasing/procurement workflows, service delivery, billing visibility, and recurring revenue tracking.
QuoteWerks sits in the quoting workflow between those systems, helping MSPs create the full customer quote, capture approval, send accepted quote and subscription configuration details into Autotask PSA, and support fulfillment through Pax8.
For changes to existing Pax8 subscriptions, such as adding licenses to an active subscription, the PSA or existing subscription management workflow is usually the better place to manage that change. This page is focused on quoting and fulfilling new Pax8 subscriptions.
See the Workflow
Connect Pax8 Subscription Quoting with Autotask PSA Operations
See how QuoteWerks helps MSPs quote complete customer solutions, capture approval through QuoteValet, send configured Pax8 subscription details into Autotask PSA, and fulfill Pax8 items through Pax8.
In a demo, you can review how QuoteWerks supports the workflow from quote creation to customer approval to Autotask PSA handoff and Pax8 fulfillment.
Frequently Asked Questions
QuoteWerks, Pax8, and Autotask PSA FAQs
Common Questions About Quoting Pax8 in QuoteWerks Web
Common questions about quoting Pax8 subscriptions with QuoteWerks, sending configured subscription details into Autotask PSA, and fulfilling Pax8 items through Pax8.
Yes. QuoteWerks allows MSPs to quote Pax8 subscriptions and combine them with hardware, software, services, labor, recurring revenue, and non-Pax8 items. After approval, relevant quote and subscription configuration details can be sent into Autotask PSA, and Pax8 subscription items can be fulfilled through Pax8.
Yes. QuoteWerks can send relevant Pax8 subscription details from the accepted quote into Autotask PSA, including the subscription item, quantity, term, billing frequency, commitment length, recurring revenue details, and approved pricing. This helps the PSA workflow carry the configuration Pax8 needs to fulfill the subscription correctly.
After the customer accepts the QuoteWerks quote, the configured Pax8 subscription details can be passed into Autotask PSA as part of the accepted quote handoff. Pax8 can then fulfill the subscription based on the information passed through the PSA workflow, including subscription selection, quantity, term, and commitment details.
The approved QuoteWerks quote becomes the record of what was sold. Relevant quote details and configured Pax8 subscription information can be sent into Autotask PSA for Autotask Quotes, Opportunities, products/services, recurring revenue visibility, procurement, billing, and service delivery. Pax8 subscription items are fulfilled through Pax8 based on the configured subscription details passed through the PSA workflow.
No. Pax8 remains the system used to fulfill and manage Pax8 subscription items. QuoteWerks is used to quote those items, capture approval, preserve the configured subscription details, and support the downstream Autotask PSA handoff.
Yes. QuoteWerks can include Pax8 subscriptions along with hardware, services, labor, recurring revenue, optional items, and other non-Pax8 products in the same customer quote.
QuoteWerks gives MSPs a dedicated quoting and approval workflow before the sale moves into Autotask PSA operations and Pax8 fulfillment. This helps reduce duplicate entry, preserve the accepted quote details, and keep teams working from the same approved subscription configuration.
This workflow is designed for quoting and fulfilling new Pax8 subscriptions. Adding licenses to an existing Pax8 subscription is typically best handled through the PSA or the existing subscription management workflow, since the subscription already exists and the change usually needs to be applied to the active subscription record.
No. QuoteWerks complements both systems. Pax8 handles subscription fulfillment, Autotask PSA manages operations, and QuoteWerks handles quoting, approval, configuration capture, and handoff.