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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

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[CMP]_Discount

custom form

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Procurement

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Hey {name|there}! 👋

Implement a workflow that converts approved quotes which can contain hardware, software, services, and labour, into Autotask Tickets, Projects, or Recurring Service Contracts. The solution should be designed to handle one or multiple conversions from the same quote.Update September 2026: the "add to an existing ticket" part of this request is now planned separately, see <a href="https://feedback.salesbuildr.com/p/autotask-option-to-add-charges-to-an-existing-ticket-when">Add quote lines to an existing PSA ticket instead of always creating a new one (Autotask, ConnectWise, HaloPSA)</a>.

Convert approved quotes into Autotask tickets, projects and contracts

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