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salesbuildr

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Final testing

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[CMP]_Product

[CMP]_Procurement

[CMP]_Ticket

[CMP]_Quotes

Feature-requests

[CMP]_Payments

[CMP]_Company

[CMP]_Widget

[CMP]_Categories

[CMP]_Templates

[CMP]_Distributor

[CMP]_API

[CMP]_Whitespace

[CMP]_Opportunities

[CMP]_Pricing

[CMP]_UI

[CMP]_Bundle

[CMP]_Email

[CMP]_Notification

[CMP]_SalesTaX

[CMP]_Contracts

[CMP]_Storefront

[CMP]_PricingBook

[CMP]_Halo

[CMP]_Autotask

[CMP]_Contact

[CMP]_ConnectWise

Variable

[CMP]_Marketplace

Audit

[CMP]_Dashboard

[CMP]_UserManagement

KPN/RoutIT

Integrations

[CMP]_Discount

custom form

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Next up

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Procurement

Distributors

Hey {name|there}! 👋

<p>When we set an opportunity in Autotask to Lost, the opportunity in Salesbuildr is set on lost as well which is good, but when a quote is expired, it's not automatically closed. So we now have to do this manually. I would expect whenever we set an opportunity to Lost, the quote is declined automatically. Can you build this?</p>

Automatically close a quote when an opportunity is lost

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