Create Kaseya Quote Manager Quote in an Autotask Opportunity and Link to Autotask Project

Once an Opportunity is ready to be quoted, Autotask users will be able to choose to create quotes in Kaseya Quote Manager instead of the native Autotask quoting process. This will launch a new Quote in Commerce linking it to the Opportunity in Autotask. Kaseya Quote Manager users can also pick which opportunity and project […]