fbpx Skip to main content

Quoter + Datto Autotask PSA

Quoter + Autotask PSA

Our quoting software integrates seamlessly with Autotask PSA. Use Autotask as your single source of truth, and have Quoter automatically push/pull data when building and publishing quotes.

Watch a video overview of our integration with Autotask PSA.


Autotask PSA 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

Integrate Autotask PSA with your Quoter account

g2 logo

“All customers/contacts are pulled from Autotask and if they don’t exist they are pushed into Autotask and created as new companies. Quotes sync as opportunities and then when won we convert them into Projects/Tickets for action by our team. This works really well.”

Oliver S.
Operations Manager, Small-Business (50 or fewer employees)

Join our newsletter

Don't miss our product updates, B2B growth tips and events.

Newsletter Signup - blog

We care about the protection of your data. Read our Privacy Policy.