March 27, 2025

Kaseya Quote Manager Release Notes

The Kaseya Quote Manager team is excited to announce the following improvements and/or fixes:

Enhancements

Autotask Inventory and Inventory Location sync

Kaseya Quote Manager now syncs Inventory and Inventory Locations from Autotask, simplifying the quoting process by allowing users to quote stocked hardware. Inventory updates automatically when a quote is accepted. Refer to Inventory synchronization for more information.

Autotask Proposal Project Labor Sync

Kaseya Quote Manager now auto-syncs labor charges from Autotask project proposals, allowing labor costs to be included in quotes for better cost analysis when a quote is won. Refer to Quoting from the Admin Center for more information.

Cooper Insights

Cooper Insights in KaseyaOne have been updated to reflect the new Proposal Labor and Inventory syncs between Autotask and Quote Manager. Refer to Cooper Intelligence Engine for more information.

Require new users to login using the Datto Partner Portal Single Sign On (SSO)

Quote Manager now offers an option for new users to log in using the Datto Partner Portal (DPP). If not enabled, users must create a separate password for access. Refer to Creating and managing staff accounts for more information.