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Create a post-sale ticket

Learn how to create a post sale ticket from an approved quote

Updated over 2 weeks ago

Create Post-Sale Tickets

This feature allows you to automatically create a post-sale ticket in Autotask and ConnectWise and add all products from the quote as charges to the ticket. This streamlines your post-sale process and ensures all relevant information is accurately transferred to your service management system.

Enabling the Feature

  1. Navigate to Admin > [Your PSA Integration] > [Relevant Section] (e.g., Purchase Order for Autotask or Ticket for ConnectWise).

  2. Enable the option "Enable creating a post-ticket for approved quote"

  3. Configure the default values that Salesbuildr should use when creating the post-sales ticket.

Using the Feature

Once enabled, you'll have the option to create a ticket from an approved quote. Salesbuildr will add products that both require and do not require procurement as charges to the ticket. To create a post-sale ticket:

  1. Open an approved quote

  2. Select the "Create ticket" option

  3. Review and add any internal note instructions

  4. Click "Submit"

The ticket will be created in PSA, and you can use the provided icon to open it directly from Salesbuildr:

Viewing Related Tickets

You can view and open related tickets created by Salesbuildr from the quote overview.

This allows you to quickly access all post-sale activities associated with a particular quote.

Configuring Opportunity Stage and Status

Salesbuildr now offers the ability to automatically update the opportunity stage and status after a post-sale ticket has been created from a quote. This feature helps streamline your sales process by automatically closing off the opportunity once it moves to the post-sale phase.

To configure this feature:

  1. Navigate to Admin > Quotes > Opportunity Settings

  2. In the Opportunity Config tab, scroll down to the "Opportunity stages after a ticket created from a quote" section

  3. Select the desired stage for the opportunity after ticket creation

  4. Choose the appropriate status for the opportunity

  5. Save your changes

By configuring these settings, you can ensure that:

  • The opportunity is moved to the correct stage (e.g., "Closed Won") automatically

  • The status is updated to reflect the current state of the deal (e.g., "Completed")

  • Your sales pipeline remains accurate and up-to-date without manual intervention

This automation helps maintain consistency in your sales process and reduces the risk of opportunities being left open after the sale has been completed.

Best Practices for Opportunity Updates

  1. Align the automated stage and status updates with your sales process

  2. Regularly review these settings to ensure they continue to meet your business needs

  3. Train your sales team on this automation to prevent confusion or duplicate updates

  4. Periodically audit your opportunities to ensure the automation is functioning as expected

By leveraging this feature, you can improve the accuracy of your sales reporting, streamline your workflow, and ensure a smooth transition from the sales process to post-sale activities.

Troubleshooting

If you encounter any issues with ticket creation:

  1. Verify your PSA integration settings

  2. Ensure the user account used for the integration has the necessary permissions in PSA

  3. Check that all required fields in the ticket template are properly mapped

We value your feedback! If you have any suggestions for improving this feature or ideas for additional functionality, please don't hesitate to contact our support team.

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