Hand accepted quotes to ops · tickets and sales orders
When a quote is approved, the PSA opportunity and quote update. From the approved quote you click Create ticket (Autotask, ConnectWise) or Create sales order (Halo). You can split the work across more than one ticket when you need to. 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 PSAFrom the approved quote you click Create ticket or Create sales order.
- 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.
Help center: Fulfillment Tickets · Shipping · Quote Editor
What happens in my PSA when a client accepts a quote?
When the client accepts, the PSA opportunity and quote update. From the approved quote you click Create ticket (Autotask, ConnectWise) or Create sales order (Halo). Operations then works from the lines the client actually accepted, plus any shipping choices on the proposal.
Can one quote create more than one ticket?
Yes. You can split fulfilment across several tickets for the same quote, for example one for hardware and one for the project work.
Which details go on the Autotask ticket?
When you click Create ticket, the queue, priority, issue type, estimated hours, due date and billing code you set are already filled in. With procurement on, placing the distributor order creates the purchase order in Autotask or Halo. On ConnectWise the purchase order stays in Salesbuildr.
How does shipping work on a quote?
You set up shipping types, costs, thresholds and delivery addresses, and choose them on the quote itself, so the client sees them before they accept. Salesbuildr isn’t a warehouse system; stock and picking stay in your existing tools.
What happens after delivery?
In Autotask, ConnectWise and Halo, recurring services from the accepted quote can go into a contract or agreement, which gives you contract visibility and feeds whitespace and renewals later.
See fulfillment on your PSA
We show ticket vs sales-order handoff for Autotask, ConnectWise, or Halo.