Quoting from the Online Store

NAVIGATION  Left navigation menu > Online Store > Select organization > (select products) > Add to cart > SAVE AS QUOTE

Kaseya Quote Manager features the option to quickly and conveniently create a quote directly from items added to a cart in the Online Store.

BEFORE YOU BEGIN  Set your organization's default quote template, which is the template in which your Online Store quote will generate: Building a standard quote template

IMPORTANT  Check the lower-right corner of the page to ensure you have selected the correct organization for whom you are creating the quote. To learn how to add organizations to Kaseya Quote Manager and manage their account information, refer to Creating and managing organization accounts.

Build and send a quote from the Online Store as follows:

  1. Search for, select, and add any number of products to the cart by clicking Add to cart.

    2. NOTE  Kaseya Quote Manager will take you to the cart overview each time you add a product. Click Continue Shopping to add more products to the cart.

  2. Before you finalize the transaction, make any price adjustments necessary. Refer to Pricing.

    3. NOTE  Pricing, shipping (automatically calculated but editable), and quantities in the cart can vary. Pricing is based on your margin rules, bulk pricing, and customer discount structure. By default, the pricing summary does not display tax, but you may opt to display prices including tax. From the left navigation menu, click Settings > Pricing and turn on the toggle for Display prices including tax.

  3. Click SAVE AS QUOTE.
  4. Follow the instructions provided in Quoting from the Admin Center to complete and send the quote to your organization.

An organization can view and respond to their active quotes by clicking MY ACCOUNT > My Quotes in the Online Store.