AutoTask Pro

Autotask is coming out with an entry level PSA solution for 1-3 users called Autotask Go! their current product has been renamed to Autotask Pro.

Autotask Go is designed for start-up and smaller solution providers and will have the same features of the Pro version but only cost $99/month with no start-up fees.

There will be a number of features that will be added to the next release (due October 9th) but the one that I am most looking forward to is are the new quoting features. I only hope they make it easier for the everyday user to generate quotes. According to the press release the new quoting features include:

Improved Quoting Capabilities for Recurring Services and MSPs. Autotask users can now generate comprehensive quotes for recurring services, managed services, and software as a service (SaaS) offerings. Users can easily quote separate monthly unit prices per device (like price per firewall, server or desktop), quote a price per user or quote a fixed price based on a complex service bundle. In addition, the new quoting update allows electronic quotes to be sent and reviewed online and then updated in real time as changes are made.

One of the features that I would love to have is the ability to save a quote as a template so that I can pull it back up and use that template for another client.

The other feature that is fundamentally necessary is the ability to export quotes so that you can import that information into your billing software. Why you are unable to run reports or export based upon individual quotes is beyond me.

These are two issues that I will be bring up with Autotask here at SMB Nation.