Introduction to Kaseya Quote Manager

Kaseya Quote Manager is a modern cloud-based platform designed to simplify how you quote, sell, and procure IT products and services. This article highlights the ways in which this all-in-one solution streamlines your ecommerce operations and maximizes your profits.


Your organizations want to buy their IT products and services through a one-stop-shop that they trust. Kaseya Quote Manager equips you with all the tools necessary to fill this opportunity. Pursue easy and profitable selling while promoting greater engagement with your brand.

With a single view across multiple suppliers, you and your team can quickly identify solutions that meet your organizations' needs. From any device, rely on Kaseya Quote Manager to achieve the following:

  • Reduce the start-to-finish quoting process from hours to minutes.
  • Conveniently find and sell products and services.
  • Automate procurement and reduce rework.

Kaseya Quote Manager automatically manages product creation, product retirement, and product pricing based on your supplier product feeds and the custom settings you choose.

Feature summary

Transaction workflow

The following diagram illustrates the basic workflow of a Kaseya Quote Manager transaction, from selling products to exporting information into your process apps.

Save time by integrating Kaseya Quote Manager with your PSA system, such as Autotask or ConnectWise PSA, or accounting system, such as QuickBooks Online or Xero. Tickets and opportunities that you sync are automatically updated with quote amendments or when converted to sales orders.

To learn more about how you can integrate Kaseya Quote Manager with your existing business management tools and how they work in conjunction, review Processing.

Getting started

We recommend using the onboarding dashboard to carry out your Initial setup. From there, this Help system is designed to guide you through all aspects of your Kaseya Quote Manager journey: configuration, use, management, and reporting.

Whenever you're ready to get your customers shopping, offer up your Online Store instructions for organizations built by the experts.

Need support?

Explore answers to our Kaseya Quote Manager FAQs .

The Kaseya Quote Manager experts are responsive and reliable. With our deep industry know-how and commitment to your success, we can help you identify solutions and grow your business. Ask us how.