01
Create or Select an Existing Opportunity
When creating a Quote in Quoter, you can search for an existing Autotask PSA Contact and Opportunity, or create a new one automatically.
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Quoter integration
Kaseya
Quoter + Datto Autotask PSA
Our quoting software integrates seamlessly with Datto Autotask PSA. Use Autotask as your single source of truth, and have Quoter automatically push/pull data when building and publishing quotes.
Autotask PSA (Professional Services Automation) is a business management platform primarily designed for IT service providers, particularly managed service providers (MSPs). It helps streamline business operations by integrating various functions such as service desk management, project management, account management, time tracking, billing, and resource management into one unified system.
Integrating Quoter with Autotask PSA enables a more seamless, automated, and error-free quoting process, leading to improved productivity, more accurate pricing, and better overall service delivery.
Legacy integration content
What is Autotask?
Autotask PSA (Professional Services Automation) is a business management platform primarily designed for IT service providers, particularly managed service providers (MSPs). It helps streamline business operations by integrating various functions such as service desk management, project management, account management, time tracking, billing, and resource management into one unified system.
Quoter integrates with Autotask PSA.
Why Quoter + Autotask?
02
Build Quotes using Product and Services in your PSA
Maintain a single source or truth for products and services to manage pricing and consistency.
03
Automatic Status Updates
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.
04
Includes LiveLinks and ExecuteCommand capability
Leverage the Autotask ExecuteCommand API for more advanced implementations.
05
All your quotes in one place
Track performance, follow up on pending deals and collaborate with the team more efficiently from within Quoter.
Why Quoter + Autotask? walkthrough
How to integrate Autotask + Quoter?
If you haven’t yet, enable “organization” as a required field in Quoter ((Settings > Required Fields). Next, create a new API user in Autotask PSA under Admin > Resources (Users).
Follow the step-by-step guide below:
Vendor family
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