Configuring basic settings

NAVIGATION  Left navigation menu > Settings

SECURITY  Standard, Sales, and Purchasing roles cannot have the settings check box selected - only admin users can access settings.

Get the most out of Kaseya Quote Manager by tailoring your back-end management and Online Store settings to your business.

You can access the following settings navigation menu from any settings page in the Admin Center:

NOTE  On your Admin Center home page, an onboarding dashboard tracks your setup progress. Refer to Initial setup.


The following table outlines the settings available for configuration:

Setting Description Instructions
Company details

Add or update your company details, including your name and trading name, email address, tax number, phone number, primary and postal addresses, time zone, currency, and order number sequences.

Adding company details


Add or edit brands, including names and logos, to associate with product and service SKUs.

Managing brands


Connect website and email domains to your Online Store. The Kaseya Quote Manager support team will obtain an SSL certificate and configure your URL domain.

Connecting domains


Opt to receive email notifications when sales orders come in or when organizations view or accept quotes.

NOTE  These email notifications are separate from the Notifications menu accessible from the left navigation menu. Refer to Viewing in-product notifications.

Enabling email notifications

Payments Configure the payment methods you want to make available to your organizations, including credit card, account, and manual payments.

Enabling payments


Add or edit price-based and weight-based shipping rates.

Setting shipping rates


Manage your product and service pricing, including automated margin rules, the list price guard, group discounts, and the option to display tax.

Setting pricing


Customize your sales processes, including organization account creation, quote delivery, order processing, fraud prevention, and legal policies.

Choosing sales settings


Manage how you charge tax on quotes, sales orders, and purchase orders.

Setting tax rates


Invite or remove staff members as Kaseya Quote Manager users and manage each user's permissions.

Creating and managing staff accounts


Add or update details of the warehouses to which you will ship supplier orders and in which you will carry inventory.

Adding warehouses

Email templates

Add or edit email templates that are used to send email notifications when sales orders come in or when organizations view or accept quotes.

Email templates

Online Store settings

Create or edit customizable discount coupons specific to certain categories, individual products, or organizations.

Creating coupons


Upload any files, such as images or PDFs, to generate Kaseya Quote Manager web pages that display them.

Uploading files


Integrate with Google Analytics, Google Tag Manager, Facebook Pixel, or Mailchimp.

Use third-party scripts to add any tracking, analytics, or other features to your site.

Customizing your Online Store integrations


Add or edit the links that are displayed in your Online Store footer.

Managing footer links


Create and edit custom landing pages for individual customers or for general access in your Online Store. Landing pages might highlight certain products and services, display online catalogs, feature special offers, and more.

Creating landing pages


Customize the look and feel of your storefront by choosing theme colors and fonts, uploading your company logo and fav icon, selecting the product range that appears in your Online Store (either your full range or a customizable limited range), creating custom HTML content for your home page, adding a rotating home page slideshow, highlighting product categories, and improving your search engine optimization.

Customizing your theme and product range