#Autotask outlook add in pdf
#Autotask outlook add in update

Etilize information is no longer just displayed when searching Etilize on the Product Lookup window, the Etilize panel now displays when searching individual product databases including Autotask and ConnectWise products.

#Autotask outlook add in update

The Etilize panel is now available on both the Product Lookup window and the Quote WorkBook, making it easy to update existing items on existing quotes with updated Etilize information. Now includes accessories, spec sheets, website links, and support for multiple part numbers for the same item. Version: 4.7 Build: 1 Release Date: Type: New View All Features in BuildД®tilize 2.0 UI redesign and enhancements.

#Autotask outlook add in pdf

Once the quote is linked with the CRM contact, QuoteWerks knows to automatically attach the PDF to the CRM contact. When using this feature with ACT! 2005+, GoldMine, Outlook, Outlook BCM, MS CRM, Maximizer 10+, SugarCRM, and SalesLogix you need to link the quote to a CRM contact first. Once the quote is associated with the CRM opportunity, QuoteWerks knows to automatically attach the PDF to the CRM Opportunity.

This new feature is turned on by default and can be controlled with the setting 'Automatically attach PDF sent to customer by E-Mail or QuoteValet to the CRM Account or Opportunity.' located on the Print tab of the Tools->Options menu.When using this feature with Autotask, ConnectWise,, you need to attach the quote to an opportunity first. Particularly useful for the service or technical side of the business having access to the details of the job that was quoted. This makes the PDF version of the quote viewable by any colleagues that have access to the CRM record without having to have QuoteWerks installed. You can manually attach a file to your CRM by right clicking on a file in the Links tab, on the Print Preview window, and also from the Print window Save as PDF option. When uploading a quote to QuoteValet and Emailing the customer the notification, the PDF file of the quote will automatically be attached. When emailing a quote to your customer as a PDF file, the PDF file will automatically be attached. With this feature you can automatically and manually attach files to your CRM. Version: 4.7 Build: 4 Release Date: Type: New View All Features in BuildДЄttach File to CRM feature.

From the Notifications section on the Dashboard, you can also click on a link to view the opportunity in Autotask. The same concept applies even if the opportunity is created using regular Autotask vs Autotask Mobile. Then back in the office, the person assigned to create quotes will automatically be notified that they need to create a quote for this opportunity. This feature was designed so that you can have a person out in the field creating a new Autotask opportunity using Autotask mobile and just enter some basic specifications for the opportunity. It will also associate the opportunity with the quote so that when saving the quote this existing opportunity will be updated. This will create a new quote in QuoteWerks and populate the SoldTo information with the customer information associated with the opportunity. From there you can click on the 'Create Quote for Autotask Opportunity' link. When a new opportunity is created in Autotask or an existing opportunity in Autotask is set to have an opportunity stage of 'Create Quote' or other pre-defined stage, the Autotask Opportunity will appear in the QuoteWerks My Summary Dashboard under the Notifications section. Version: 4.9 Build: 8 Release Date: Type: New View All Features in BuildДЇor Autotask users, new quotes can now be created starting with an Autotask Opportunity.