QuoteWerks Support Portal

Hi all

Is there a way to of having Linked Docs in QW saved to the Attachments tab of an Autotask Opportunity when saved in QW?

Olly

When saving an opportunity to AT via QW, you have this tab.

You can either select a file using a file selection dialog [Add File(s)], or choose a file that is already linked to the quote under the Links tab on the Quote WorkBook [Add Links Tab File(s)].

Is it possible to set that as a default though? So that Linked Docs are always saved back to the attachment tab? Otherwise we're dependent on squishy human meat sacks, and we all know how that goes. 

Alas, no.

That would be a feature request.