October 10, 2024

Kaseya Quote Manager Release Notes

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

Fixes

This release addresses minor bug fixes and improvements to the UI experience. These fixes and improvements include, but are not limited to:

  1. When a quote fails to sync to an opportunity in Autotask, more information will be provided as to why the sync failed.

  2. Organizations with a large number of contacts caused performance issues when loading. To address this, paging that allows 10 contacts per page has been added, allowing users to navigate through the contacts.

  3. An issue with quote templates not using the default tax rate when creating a quote has been addressed and resolved.

  4. An issue with quote statuses not changing to "Won" after winning the quote has been addressed and resolved.

  5. Issues with deleting an organization's address has been resolved.

  6. The time frame in which organizations sync between Kaseya Quote Manager and Autotask has been improved. Users will experience quicker sync times whether syncing to or from Autotask.

  7. Quotes intermittently receiving a server error upon being saved has been addressed and resolved.