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Kaseya Quote Manager

By Kaseya

3.9 out of 5 stars

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Kaseya Quote Manager Reviews (9)

Reviews

Kaseya Quote Manager Reviews (9)

3.9
9 reviews

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Umair A.
UA
Head Accounting & Financial Reporting
Mid-Market (51-1000 emp.)
"Quoting is super fast and simple"
What do you like best about Kaseya Quote Manager?

KQM made our quoting process very simple and fast. It has seamless integration with our current tools, and we use it daily, which makes our working life very efficient. Review collected by and hosted on G2.com.

What do you dislike about Kaseya Quote Manager?

Very less learning material to know more about the tool. Review collected by and hosted on G2.com.

DM
Managing Partner
Small-Business (50 or fewer emp.)
"Clear results when using Quote Manager"
What do you like best about Kaseya Quote Manager?

I like being able to create templates for custom items. Review collected by and hosted on G2.com.

What do you dislike about Kaseya Quote Manager?

I don't like that it lacks integration with AI tools like Make.com or Zapier. Review collected by and hosted on G2.com.

Tanner A.
TA
Support Engineer
Small-Business (50 or fewer emp.)
"Read-only API"
What do you like best about Kaseya Quote Manager?

It is fantastic at aggregating products from our suppliers product feeds (when they support the supplier) Review collected by and hosted on G2.com.

What do you dislike about Kaseya Quote Manager?

It is a walled garden experience. They actively refuse to provide a writable API. Want to dump contacts into Kaseya Quote Manager? Better buy Autotask or ConnectWise Manage. If you use Kaseya BMS you are screwed, not allowed to even write your own integration. It is clear they have a write API, but only provide it to their partners ConnectWise and Datto, not their over decade long customers.

Avoid at all costs. Review collected by and hosted on G2.com.

AP
Solution Sales
Small-Business (50 or fewer emp.)
"Love it but it needs more integration features with PSA"
What do you like best about Kaseya Quote Manager?

Quotes look amazing. Search function is great. Store front is great. Review collected by and hosted on G2.com.

What do you dislike about Kaseya Quote Manager?

Does not integrate well enough with Autotask PSA. Support has not been great (Though the sales/onbaording and Product management has been top quality). Review collected by and hosted on G2.com.

BN
Small-Business (50 or fewer emp.)
"Product what’s well and it said it should do"
What do you like best about Kaseya Quote Manager?

The linking between my supplies, the amount of stock in site and the quote that I sent a user Review collected by and hosted on G2.com.

What do you dislike about Kaseya Quote Manager?

Issues with the live data feed and not easily identifiable, which can lead to selling a product which is out of stock or for the incorrect price Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Small-Business (50 or fewer emp.)
"Datto Commerce"
What do you like best about Kaseya Quote Manager?

Quotes can be built so quickly and easily and integrates seamlessly with Autotask Review collected by and hosted on G2.com.

What do you dislike about Kaseya Quote Manager?

I've not yet come across any issues about Commerce Review collected by and hosted on G2.com.

Timothy C.
TC
Owner, Designer
Small-Business (50 or fewer emp.)
"Needs improvement"
What do you like best about Kaseya Quote Manager?

It's a very simple solution if you do not want to customize Review collected by and hosted on G2.com.

What do you dislike about Kaseya Quote Manager?

Customization is lacking, printed copy of proposals looks like a kindergarten did them. Review collected by and hosted on G2.com.

Patrick K.
PK
Director of Communications
Small-Business (50 or fewer emp.)
"Commerce makes selling easier"
What do you like best about Kaseya Quote Manager?

The ability to link all our distributors to our sales platform is key to streamlining what we offer to meet the needs of our clients. The ability to add formatted text is critical to good information that is readable and usable. This is easy to roll out with templated quotes as well. Review collected by and hosted on G2.com.

What do you dislike about Kaseya Quote Manager?

I wish that the quote colors could have more options. Also, the discount tiers are not as numerous (limit 3) as we would like. We wish we could set a business type to discount automatically. Review collected by and hosted on G2.com.

Jesse W.
JW
Operational Support and Dispatch Officer
Small-Business (50 or fewer emp.)
"Hardware distribution at your fingertips"
What do you like best about Kaseya Quote Manager?

Datto commerce allows me to provide clients with professional quotes and an easy way to hardware sales for my IT company. Review collected by and hosted on G2.com.

What do you dislike about Kaseya Quote Manager?

I find the manual stock CSV upload for specific suppliers difficult Review collected by and hosted on G2.com.

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