Datto Autotask Integration Features
When creating a Quote in Quoter, you can search for an existing Autotask PSA Contact and Opportunity, or create a new one automatically.
- You can also pull existing Autotask PSA Products or Services into Quoter Quotes in real-time.
When a Quote is created or updated in Quoter, the Autotask PSA Opportunity will be updated with the value of the Quote, and an Autotask PSA Quote will be created or updated with the line items in the Quoter Quote.
- Quoter automatically matches your existing Products or Services, or creates a new one if they do not exist.
When a Quoter Quote is won or lost, Quoter will update the status of the Autotask PSA Opportunity according to the mapping settings you configure.
Includes LiveLinks and ExecuteCommand capability