The QuoteWerks-Autotask integration includes the essential workflow features that Autotask users need to be successful, starting with CRM integration that pulls customer information from the Autotask database into the QuoteWerks quote. This step alone reduces duplicate data entry and mistakes that can be created during the quoting process. The integration goes much further to streamline the entire sales process from the time the Autotask user creates a quote and sources items from their distributors, to the time the deal is closed and billed.
The QuoteWerks-Autotask integration includes the following features:
• Automatic creation and updating of Autotask Opportunities
• Automatic creation and updating of the Autotask Quote attached to the Autotask Opportunity
• Auto-populating Autotask Quotes with all of the line-items from the QuoteWerks Quote including recurring revenue details
• Automatic creation of a link to the QuoteWerks Quote in the Autotask Opportunity
• Ability to search the Autotask Products and Services databases from within QuoteWerks.
The new integration taps directly into the Autotask API, replacing the older and less functional extension-based Autotask-to-
“The most important tool for selling our products and services is QuoteWerks,”
In commenting on the working relationship with Autotask Corporation, Aspire Technologies, Inc. Vice President Brian Laufer said, “It’s been a pleasure working with Autotask on this integration. Their API provided us with the tools, and their amazing Community provided us with the feedback, that we needed to ensure a robust solution. We thank the entire Autotask Community.”
Autotask Corporation embraced the new QuoteWerks initiative by inviting Aspire to showcase the new integration at Autotask Community Live! on May 22, 2011 in Miami, FL. "Our goal is to partner with vendors whose products meet the needs of our customers,” said Len DiCostanzo, Senior Vice President of Business Development of Autotask. “Clearly, the QuoteWerks integration is a key to the success of our mutual customers.”
About Aspire Technologies and QuoteWerks®
Aspire Technologies, Inc., the developers of QuoteWerks, is one of the early pioneers of the Quoting Software space. QuoteWerks has received numerous awards and is the market leading sales quoting and proposal solution serving over 58,000 users in over 101 countries. QuoteWerks®
QuoteWerks is a registered trademark of Aspire Technologies, Inc. Other trademarks referenced are the property of their respective owners.
About Autotask Corporation
Autotask Corporation provides the world's leading hosted IT Business Management software built specifically for VARs, MSPs, and other technology solution providers to help them run their businesses better. The software is available on demand to help IT solution providers to sell, implement, deliver and bill their technology products & services. For more information, please visit www.autotask.com.
Autotask® is registered trademark of Autotask Corporation. All other trademarks mentioned in this document are the property of their respective owners.