In this video from our 2021 User Summit, we will go through the process of mapping our Advanced Fields tab to Autotask. QuoteWerks will write additional information from the QuoteWerks document to the Advanced fields (1-5) in the Autotask opportunity. A full list of fields that can be written over are available in the drop down, but they do include the recurring totals, profit amount, total cost, and more.
