Autotask

Automating the quote-to-order cycle for virtual stock, our link to Autotask provides IT resellers an efficient solution to creating and managing product quotes on Stock In The Channel.

Create a product basket within Stock In The Channel and instantly turn it into a quote with one click. Once created, you have full control over which quotes to import into Autotask and when. While the link allows you to instantly create a quote from your basket, importing it into your software requires your decision to do so by simply clicking an ‘export’ button found on the quote section of our site.

When choosing a specific customer to quote, this link allows users to have full visibility of customer data across all accounts without needing to do a full import. Simply find the customer information needed in the master list, click import and add them directly to the quote. If a new customer needs to be created, users can quickly add their information to either account and sync it to ensure all customer data is accurate across both accounts.

All quotes created on Stock In The Channel include full Icecat product descriptions, accurate pricing from suppliers and customer information imported directly from your Autotask account - ensuring all quotes are 100% accurate in an instant.

Once the quote is completed within Stock In The Channel, users can export it directly into Autotask where they can make final amends, add services readily available in your chosen software and track quote progress and revenue.