December 13, 2023

Kaseya Quote Manager release notes

The Kaseya Quote Manager team is excited to announce the following improvements:

Enhancements

Automated Quote Reminders

You can configure and activate automated Quote Reminders to send to customers about quotes that are about to expire or that have not been opened or approved within a specified time frame. This ensues that quotes don't go unanswered and improves the overall quote-to-order conversion rate. Learn more

New Cooper insight

The following new Cooper insight is available for Kaseya Quote Manager:

  • Automated quote reminders. We know time is money and reminders serve as a great way to shorten the quote acceptance lead time. With Quote Reminders, you can now gently nudge your organizations to review and sign an open quote. Be one of the first to enable reminders and deliver an unmatched customer experience.