September 25, 2024

Kaseya Quote Manager Release Notes

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

Enhancements

Automated Quote Approvals

We're excited to introduce a powerful automation to streamline your quoting process: Automated Quote Approvals.

This feature allows you to set up custom approval workflows based on specific criteria, ensuring consistency and accuracy in your pricing strategy. Learn more.

1. Customizable Approval Criteria

  • Total Quote Value: Set thresholds for quote totals that require approval.

  • Item Discount Value/Percent: Control approvals based on discount levels.

  • Item Margin and Total Quote Margin: Maintain profitability with margin-based rules.

2. User-Specific Approval Requirements

  • Designate certain users whose quotes always require approval, regardless of other criteria.

3. Flexible Approval Workflow

  • Review pending quotes quickly and efficiently.

  • Options to approve and send quote to the customer, approve and return to the quote owner, or reject with a specified reason.

Benefits:

  • Eliminate manual approval bottlenecks.

  • Ensure consistent application of pricing policies across your organization.

  • Reduce pricing errors and maintain profit margins.

  • Gain visibility into approval processes and quote metrics.

Auto-Save for Quotes

We're thrilled to introduce Auto-Save functionality for quote editing, designed to enhance productivity and prevent data loss for our valued MSP partners.

1. Automatic Periodic Saving

  • Quotes are automatically saved 15 seconds after any significant change.

  • No manual intervention required, reducing interruptions to your workflow.

2. Real-Time Status Notifications

  • A banner notification appears to confirm successful auto-saves.

  • If auto-save fails, the banner displays the last successful save time.

4. Cross-Platform Compatibility

  • Auto-save works seamlessly across all devices and platforms.

Benefits:

Prevent accidental data loss due to unexpected interruptions

Reduce the need for manual saves, allowing you to focus on crafting the perfect quote

Enhance peace of mind knowing your work is continuously preserved

Improve overall productivity and efficiency in quote management

Terms & Conditions

Your current terms & conditions are now saved when a quote is signed. Any updates to your terms & conditions will only be applied to newly drafted quotes when they are viewed. Learn more.

Supplier Integrations

Kaseya Quote Manager has added support for the following suppliers:

EET (Europe) Learn more.

ALSO (Europe) Learn more.