Quintadena

Autotask

Discover a professional services automation tool to streamline your sales funnel, streamlining estimates and proposals to potential customers with a complete view of revenue generated across products and services.

Advantages of the Autotask Integration

The Autotask integration for QuoteWerks offers a number of benefits including the following.

  • Leverages your Autotask PSA contacts in QuoteWerks
  • Automatically create and update sales opportunities
  • Create products in Autotask and attach products to your Autotask quotes
  • Seamlessly flow recurring items into your Autotask quotes
  • Use Autotask products, services and labour in your QuoteWerks quotes
  • Attach PDFs to Autotask so people in your organisation without QuoteWerks can view quotes
  • Streamline your Procurement Process – QuoteWerks sends Purchase Orders to Autotask
  • Create Quotes from existing Autotask opportunities that appear as notifications in QuoteWerks
  • Use your CRM (HubSpot, salesforce.com, Microsoft Dynamics CRM, etc) for quoting and Autotask for orders and tickets
  • Create new Autotask contacts from QuoteWerks
  • Electronically deliver interactive quotes and proposals to your customers in Autotask

To find out more about how QuoteWerks can integrate with your existing software, contact our team.

Other CRM/PSA Integrations From Quintadena

Take advantage of a wide range of QuoteWerks CRM integrations to access all of your information in one place for a seamless experience.

HubSpot
HubSpot

Combining QuoteWerks with HubSpot allows you to take full control of your sales funnel. You can integrate QuoteWerks with HubSpot CRM Contacts, Deals, Products and more. Your sales team will be able to generate leads within HubSpot, close deals more efficiently and create remarkable customer experiences.

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Microsoft Dynamics CRM
Microsoft Dynamics CRM

Microsoft Dynamics CRM allows you to make quicker, better decisions when it comes to responding to market shifts and new trends, giving you an edge over your competitors and helping increase revenue. This AI-powered CRM software is also highly adaptable and easy to use so that your team can work efficiently with minimal training.

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GoldMine
GoldMine

QuoteWerks integrates with GoldMine contacts, predicted sales, potential opportunities, calls and more, allowing better control of your sales funnel. This gives your team the tools to create accurate quotes and proposals quicker, track every stage of the sales pipeline with clarity and close deals more efficiently. 

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Zoho Integration
Zoho Integration

Zoho CRM allows you to manage your sales, marketing and support all within the same platform. When integrated with this software, QuoteWerks leverages your existing contacts, allows you to track follow-up calls, automatically creates and updates deals, creates products and services that it attaches to quotes, and more.

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Salesforce
Salesforce

Salesforce is a major cloud software provider that helps companies work together and communicate more efficiently. They’re embracing the next generation of cloud technology by focusing on social features, mobile access and open integration, allowing businesses to work smarter and stay connected.

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SAP
SAP

SAP is an enterprise-level CRM system that helps large organisations manage customer relationships, sales and services across complex operations. Its data management, automation and analytics features allow teams to streamline complex workflows and make better informed decisions. What’s more, SAP uses a modular approach, meaning solutions can be customised to meet specific industry and operational needs.

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GoldVision
GoldVision

GoldVision is a CRM platform for sales, marketing and project management with strong customisation and reporting capabilities. It’s designed to support businesses of all sizes and has a user-friendly interface allowing your team to work more efficiently. GoldVision offers a wide variety of tools that help streamline operations and improve customer engagement.

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OUR TEAM ARE HERE TO HELP
Want To Know More About Our Autotask For QuoteWerks
If you require any support or have any questions about our quoting software, please use our enquiry form and one of our team will get back to you as soon as possible.

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