Contractverlening (renewal) - bestaande services toevoegen

We often need to renew management agreements. I then have to add various services, including various Microsoft cloud licenses, our management services, telephony, and other licenses.

Currently, this is VERY time-consuming because I have to look up the different services in Autotask first and then manually add them in Salesbuildr. And often the prices do not match, so I also have to adjust those.

It would be nice if we could automatically put the existing services on a quote/contract renewal.

Through the Open Contracts option, I can search in contracts and add services, but then they come under 'Service Terminations'. In many cases, the customer wants to see a proforma invoice, which also includes the services that are not being terminated.

I am curious if this is already possible in a quick way. Otherwise, it would be fantastic if this could be added.

Jira: TN-4310