Hand accepted quotes to ops · tickets and sales orders
When a quote is approved, Salesbuildr can create fulfillment work in your PSA: Autotask or ConnectWise tickets, or Halo sales orders, including multiple tickets per quote when you need them. Optional shipping settings live on the quote itself.
Illustrative dashboard · your data will vary
Why this step matters
PSA-native handoff
Create Ticket (Autotask/ConnectWise) or Create Sales Order (Halo) from the accepted quote path.
Multi-ticket when scope needs it
Split fulfillment across tickets for the same quote when operations requires it.
Shipping on the proposal
Configure shipping types, costs, thresholds, and delivery addresses on quotes, not a warehouse WMS.
Sales and ops share the sold scope
Handoff starts from what the customer accepted, not a blank ticket.
In Salesbuildr
- Approve and accept the quoteCommercial sign-off completes in Salesbuildr.
- Create fulfillment in the PSAOpen tickets or sales orders from the quote actions your PSA supports.
- Carry commercial context throughOps works from the sold lines and any shipping choices on the proposal.
- Keep renewals downstreamClean handoff sets up contract visibility and whitespace renewals later.
This page is about fulfillment tickets / sales orders and quote shipping. Distributor procurement ordering is a separate closed-beta module, not presented here as generally available.
Help center: Fulfillment Tickets 6474899 · Shipping 7204978 · Quote Editor 9039135
See fulfillment on your PSA
We show ticket vs sales-order handoff for Autotask, ConnectWise, or Halo.