Urban Network: Zero Autotask sync errors
A mature UK MSP built 12–15 templates covering 90% of its business and eliminated Autotask sync errors overnight.
Read case study
Autotask quotes out the same day, without Word or Excel.
Salesbuildr is the sales system for Autotask MSPs, and quoting is where it starts. Build from your Autotask catalog at live distributor pricing, send a branded proposal your customer accepts online, and the won deal updates Autotask with the opportunity, ticket and purchase order. Live in 2–4 weeks.
How we handle your PSA data: Security and legal
app.salesbuildr.com/quotes
TWO-WAY AUTOTASK SYNC · TICKETS · CONTRACTS · CONTACTS · PRODUCTS
SOUND FAMILIAR?
What Autotask MSPs tell us before they switch
Too many quotes still get built as Word documents, because the quoting tool can’t do enough.
Every quote in Salesbuildr starts from your Autotask catalog and a saved template, so nobody rebuilds a document or a spreadsheet for each customer.
The quoting tool gives you very little control over how a quote looks.
You set the cover page, layout, widgets and wording once in the template library, and every seller inherits them.
Getting a won quote into Autotask still takes manual steps.
Accepted quotes update the Autotask opportunity and create the post-sale ticket and purchase order, so no one retypes the deal.
Mistakes only show up when you check the PDF.
Prices come from your catalog, pricing books and distributor feeds, and approval rules can stop a quote before it goes out with the wrong discount or margin.
Why pay for onboarding when we already have a quoting tool?
Onboarding is where we connect Autotask, import your catalog and build your first templates with you. Most MSPs are fully live and quoting in Salesbuildr within 2–4 weeks of kickoff. If it does not work for you, the 30-day money-back guarantee applies, and so does the 30-day ROI guarantee.
SWITCHING
Moving from Kaseya Quote Manager?
Salesbuildr imports your catalog, keeps Autotask as the source of truth and can run next to your current tool until your team has moved over.
See the side by side comparison
HOW IT CONNECTS
Complete Autotask Quoting & PSA Sync
See exactly what data flows between Salesbuildr and your Autotask system, with synchronization on every module.
PRODUCTS
Autotask Product Catalog
Import and sync your complete product catalog with pricing, so every quote pulls current Autotask product data automatically.
COMPANIES & CONTACTS
Autotask Accounts
Sync companies and contacts with webhook support, keeping account records identical on both sides without manual re-entry.
INVENTORY
Autotask Product Inventory
Synchronize inventory by enabling inventory locations, so stock levels stay accurate across quoting and delivery.
OPPORTUNITIES
Autotask Opportunities
Push opportunities and quote data straight into Autotask, keeping pipeline visibility in sync with your sales activity.
POST-SALE TICKETS
Autotask Tickets
Create post-sale tickets from approved quotes automatically, so delivery teams start work the moment a deal closes.
PURCHASE ORDERS
Autotask Purchase Orders
Create and send purchase orders automatically, cutting the manual steps between a signed quote and stock on order.
KEY CAPABILITIES
Built for the Way Autotask MSPs Sell
Every capability below runs natively against your Autotask instance, no middleware, no manual exports.
Real-Time Webhook Support
Enable webhook support for real-time sync of companies and contacts, with automatic import of in-stock products.
Advanced Inventory Management
Configure billing codes for product categories, set sales tax and VAT at the product-type level, and get low-stock alerts.
User Login Integration
Link user logins to Autotask contacts by email address, for automatic authentication and access control.
Complete Sales Workflow
From quote creation to post-sale ticket generation, a complete end-to-end sales process integration.
Agreements & Whitespace Analysis
Automatically synchronize agreements and get whitespace insights on service gaps across your customer landscape.
WHITESPACE ANALYSIS
Visualize Service Gaps with Autotask Whitespace Analysis
See how Salesbuildr transforms your Autotask contracts into actionable insights, revealing untapped revenue opportunities across your customer base. Contract analysis runs on recurring services and contracts per customer in Autotask.
Identify Service Gaps
Instantly see which customers lack essential services, revealing clear upsell opportunities.
Maximize Revenue Per Customer
Use contract data to identify customers with the highest revenue potential for targeted campaigns.
Contract Intelligence
Compare current contracts against your latest service offerings to optimize pricing and packages.
Renewal Optimization
Never miss a contract renewal opportunity with automated tracking and intelligent alerts.
THE PROBLEM
The Hidden Cost of Manual Autotask Management
MSPs are bleeding time and revenue to disconnected systems and manual processes between sales tools and Autotask.
Time Drain
Hours lost each week to double data entry between your sales tools and Autotask.
Revenue Loss
Opportunities that fall through the cracks when processes are manual and disconnected.
Missed Opportunities
Revenue left on the table when sales data doesn’t flow into your PSA automatically.
Client Frustration
Slow response times and outdated quotes erode trust and lose deals.
THE SOLUTION
Turn Autotask Into a Revenue Engine
Stop losing deals to manual processes. Salesbuildr is the Autotask proposal tool built to help you start winning with intelligent automation.
Revenue Opportunity Identification
Identify gaps in each customer’s technology stack through whitespace analysis, proactively suggesting solutions for up-sell and cross-sell.
Streamlined Quote-to-Service Workflow
Transform won deals into billable services automatically by sending quotes, opportunities, and sales orders directly into Autotask.
Dynamic Pricing & Availability
Make decisions with confidence using real-time product availability and pricing from distributors, eliminating quoting errors.
Customer Self-Service Purchasing
Boost sales efficiency with 24/7 self-service ordering through a branded storefront, letting clients purchase on their schedule.
Maximize Your Autotask ROI
Turn Autotask data into actionable sales intelligence, with whitespace analysis and real-time sync that prevent revenue leakage.
THE NUMBERS
What Autotask MSPs See with Salesbuildr
Unlike traditional implementations that need weeks of setup before you see value, Salesbuildr is designed for immediate productivity.
Quoting Speed75% faster
Process AutomationUp to 90%
Time Saved45+ hrs/month
Sales Admin Recovered17.5 hrs/rep
TRUSTED ACROSS EUROPE
Trusted by Autotask MSPs Across Europe
Leading MSPs across Europe trust Salesbuildr to transform their sales processes on top of Autotask.
Standardization
Ireland
Nostra: Large MSP, half a day to minutes
A large Irish MSP on Autotask cut proposal time from half a day to a couple of minutes with Salesbuildr.
Read case study
Netherlands
Axoft: Complex telecom portfolio, one system
A large Dutch MSP with a complex portfolio, including telecom from KPN, runs quoting on Autotask through Salesbuildr.
Watch the storyAutotask is the dominant PSA in the Netherlands and Belgium, the large majority of Salesbuildr’s Dutch and Belgian MSP customers run their service desk on Autotask, which is why two-way Autotask sync is the most battle-tested integration in the platform.
GETTING STARTED
Start Proposing Today, Perfect Tomorrow
Unlike traditional software implementations that require weeks of setup before you see value, Salesbuildr is designed for immediate productivity.
0115–30 min
Pre-Call: Quick Setup
- Create your Salesbuildr instance
- Connect your Autotask PSA
- Request distributor credentials (optional)
- Schedule your onboarding call
Result: Ready for your first onboarding call
0260 min
First Call: Foundations
- Review platform basics & navigation
- Configure your service portfolio
- Set up initial proposal templates
- Apply your branding & styling
Result: Ready to create real proposals
0360 min
Second Call: Mastery
- Review your first week of testing
- Fine-tune based on real usage
- Learn to create custom templates
- Team training & best practices
Result: Self-sufficient proposal mastery
FAQ
Autotask Proposal Tool: Frequently Asked Questions
Common questions about the Salesbuildr Autotask integration, quoting, and proposals.
How does the Salesbuildr Autotask integration work?
Salesbuildr connects to Autotask PSA with a two-way sync. Products sync to the Autotask product catalog, companies and contacts sync with webhook support, opportunities and quote data push into Autotask, and won deals automatically create post-sale tickets and purchase orders, no double entry between your quoting tool and your PSA.
Can I build Autotask quotes and proposals directly in Salesbuildr?
Yes. Salesbuildr is built as an Autotask proposal tool: pricing, products, and contract data stay in sync with Autotask while your team builds branded, professional Autotask quoting proposals in minutes instead of hours.
Does Salesbuildr create tickets and purchase orders in Autotask automatically?
Yes. Approved quotes automatically generate post-sale tickets in Autotask, and purchase orders can be created and sent electronically to distributors like Ingram Micro and Tech Data, removing the manual re-entry between sales and delivery.
Is Autotask whitespace analysis available on every plan?
The Whitespace Selling Module that analyzes Autotask contracts for service gaps is included from the Advanced plan and up. Two-way Autotask PSA sync for quoting, contacts, and tickets is included from the Standard plan.
How long does it take to connect Autotask to Salesbuildr?
Connecting your Autotask instance is part of a short pre-call setup. Most MSPs are fully live and quoting in Salesbuildr within 2–4 weeks of kickoff.
Have another question? Email us or book a demo and we’ll get back to you within one business day.
Salesbuildr also integrates natively with ConnectWise and HaloPSA. Connect your distributor network through Pax8 or browse our full global distributor catalog.
Ready to Transform Your Autotask ROI?
Join best-in-class MSPs who have eliminated manual processes and grown revenue on Autotask.
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