November 7, 2024

Kaseya Quote Manager Release Notes

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

Enhancements

Service Bundle Sync

Service bundles that are managed in Autotask can now be synced to Kaseya Quote Manager. These service bundles can be added to Kaseya Quote Manager quotes for your clients. Learn more.

Cooper Insight for Service Bundle Sync

A new insight available in KaseyaOne's Cooper Intelligence Engine.

Configure webhook Workflows with the Microsoft Teams integration

With Microsoft deprecating the use of Office 365 Connectors for Microsoft Teams by the end of the year, we have added the ability to configure Workflows to connect your Kaseya Quote Manager instance to Microsoft Teams. Kaseya Quote Manager will continue to support Connectors until they are fully deprecated. Learn more.

Fixes

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

  1. An issue where a quote's sync status indicator did not reflect that a quote was being updated has been addressed and resolved.

  2. Purchase orders had the ability to be sent via email without an actual email address. A valid email address now must be entered for the purchase to successfully be sent.