In order to insert pricing that comes from AutoTask, it’s important to understand the difference between a system prompt and a pricing widget prompt.
Click on Templates in the top menu and click on Sections/View Sections.
Find the section where you would like to place your pricing.
Click on the blue Options dropdown under the section and choose Edit.
Click on the blue Edit Content button to open the document to edit mode.
Find the area where you would like to place your pricing.
Insert a system prompt that is called “Document-Pricing Widget”.
When you have placed the widget, click on the green Save button, and the red Close Window button in the top right to return to the Sections area.
Then, while creating a document for your customer, the system will ask you where you would like the pricing inserted, what pricing would you like and automatically fill it in for you in the spot that you’ve selected.
To review this, please watch the video below.