Autotask Integration: Customize Signed Quote Name & Auto-Update Projected Close Date

The customer is requesting two feature enhancements for the Salesbuildr-Autotask integration. 1. **Signed Quote Attachment Naming**: When a quote is approved in Salesbuildr, the resulting signed quote attachment in the Autotask opportunity should be named "Signed Quote [Quote Number]" (e.g., "Signed Quote 101"). This is intended to facilitate easier identification of signed quotes among other attachments. 2. **Projected Close Date Update**: When an opportunity's stage in Salesbuildr transitions to "Finance Requested", the projected close date in Autotask should automatically update to reflect the current date and time of that stage change. The customer has confirmed these requirements and wishes to submit a feature request for both functionalities.

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New

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Feature Request

Date

1 day ago

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