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Autotask Quote Management

Official

Streamline Autotask quotes and proposals.

Marketing & Sales#pricing#crm#quote#sales proposal#autotask#line item
Authorwyre-technology
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the creation, management, and updating of quotes and quote line items within Autotask, simplifying the sales proposal process.

Core Features & Use Cases

  • Quote Creation: Generate new quotes for customers, optionally linking them to opportunities.
  • Line Item Management: Add products, services, or service bundles as line items with specified pricing and quantities.
  • Discount Application: Apply various discount types (unit, line, percentage) to optimize pricing.
  • Quote Updates & Deletion: Modify existing quote items or remove them as needed.
  • Search & Retrieval: Find existing quotes and their associated line items.
  • Use Case: Create a new quote for a client, add specific hardware products and managed service packages as line items, apply a volume discount, and link it to an active sales opportunity.

Quick Start

Use the Autotask quote skill to create a new quote for company ID 12345 with the name "Q2 Hardware Upgrade".

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Autotask Quote Management
Download link: https://github.com/wyre-technology/msp-claude-plugins/archive/main.zip#autotask-quote-management

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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