November 3, 2022

Kaseya Quote Manager release notes

Autotask integration enhancements

Several new Autotask integration features are available to further streamline your workflow.

This release brings you the following improvements:

• Automatic syncing of Autotask labor roles to Kaseya Quote Manager, allowing you to easily quote labor items that seamlessly sync back to an Autotask opportunity.
• The option to select an Autotask project as you quote. Refer to Create a new quote in the Admin Center.
• The ability to change the Autotask opportunity linked to a quote.
• Automatically updated sync status badges on quotes and sales orders without the need to refresh the page.
• A more streamlined sync setup experience.

To learn more, refer to Autotask integration overview and Setting up the Autotask integration.