--- title: Kaseya Quote Manager Reviews meta_title: 'Kaseya Quote Manager Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 23 reviews by the users' company size, role or industry to find out how Kaseya Quote Manager works for a business like yours. aggregate_rating: rating_value: 3.8 review_count: 23 scale: '5' date_modified: '2026-08-12' parent_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # Kaseya Quote Manager Reviews **Vendor:** Kaseya **Category:** [Proposal Software](https://www.g2.com/categories/proposal) **Average Rating:** 3.8/5.0 **Total Reviews:** 23 ## About Kaseya Quote Manager Kaseya Quote Manager simplifies quoting and hardware procurement, reducing hours of work to just minutes. It maximizes profits with automated procurement and a single view across multiple suppliers to identify solutions that match your customers’ needs, budgets and timelines. ## Kaseya Quote Manager Pros & Cons **What users like:** - Users value the **customization options** in Kaseya Quote Manager, especially for creating tailored templates for items. (1 reviews) - Users appreciate the **easy integrations** of Kaseya Quote Manager, significantly enhancing their daily workflow efficiency. (1 reviews) - Users find Kaseya Quote Manager enhances **efficiency** in their quoting process with its simplicity and seamless integration. (1 reviews) - Users value the **seamless integrations** of Kaseya Quote Manager, enhancing efficiency in their daily quoting processes. (1 reviews) - Users appreciate the **process efficiency** of Kaseya Quote Manager, simplifying quoting and enhancing daily productivity. (1 reviews) - Users find Kaseya Quote Manager to provide a **simple and efficient quoting process** that integrates well with existing tools. (1 reviews) - Template Creation (1 reviews) - Templates (1 reviews) - Users appreciate the **time-saving features** of Kaseya Quote Manager, making the quoting process quick and efficient. (1 reviews) **What users dislike:** - Users are frustrated by the **lack of integration** with AI tools like Make.com or Zapier in Kaseya Quote Manager. (1 reviews) - Users are frustrated with the **lack of integration** with AI tools like Make.com or Zapier in Kaseya Quote Manager. (1 reviews) - Users are frustrated with the **poor integration** of Kaseya Quote Manager with essential tools like AI applications. (1 reviews) ## Kaseya Quote Manager Reviews ### 1. Strong Kaseya Integration Potential, but Not Focused Enough on the Dutch Market **Rating:** 2.0/5.0 stars **Reviewed by:** Bart v. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2026 **What do you like best about Kaseya Quote Manager?** The integration potential With the rest of the Kaseya products **What do you dislike about Kaseya Quote Manager?** It was to little focussed on the Dutch market **What problems is Kaseya Quote Manager solving and how is that benefiting you?** Easy creating of quotes ### 2. Needs improvement **Rating:** 2.0/5.0 stars **Reviewed by:** Timothy C. | Owner, Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2023 **What do you like best about Kaseya Quote Manager?** It's a very simple solution if you do not want to customize **What do you dislike about Kaseya Quote Manager?** Customization is lacking, printed copy of proposals looks like a kindergarten did them. **What problems is Kaseya Quote Manager solving and how is that benefiting you?** Causing more issues than it aolves - [View Kaseya Quote Manager pricing details and edition comparison](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bnps_score%5D%5B%5D=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+16%3A27%3A25+-0500&secure%5Bsession_id%5D=388041b2-a8c8-4c8b-b16a-6243b4b7e1c7&secure%5Btoken%5D=d00b6bfb063a6104f8c112b2141936ae25ca80abfe9f0ec2ead957ed1ae70b3c&format=llm_user) ## Kaseya Quote Manager Features **Additional Functionality** - AI Copilot - Electronic Signature - Approval Process Control - Customer History - Workflow Management - Reminders - Automated Quoting - Price/Margin Management - Contact Management - Drag & Drop - Pricing and Cost Calculations - Calendar Management - Catalog Management - Client Portal - Discount Management - Real-Time Data - Proposal Generation - Billing & Invoicing - Generative AI - Customizable Branding - Template Management - Document Management - Estimating - Email Management - Third-Party Integrations - Reporting & Statistics - Access Controls/Permissions - Customizable Fields - CRM - Pricing Management - API - Accounting Integration - Activity Dashboard - Contract/License Management - Electronic Payments - Audit Trail - Quotes/Estimates **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts - Approval Process Control **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management - Contact Management - Discount Management - Catalog Management - Contract/License Management - Renewal Management - Price/Margin Management - Order Management **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - Electronic Signature - CPQ Integration - API / Integrations - Contract/License Management - Knowledge Base Management - Contact Management - RFP Management - Workflow Management - Document Management - Task Management - API **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Additional Functionality** - Templates - Collaboration Tools - AI Copilot - CRM - Automatic Formatting - Client Portal - Access Controls/Permissions - Quotes/Estimates - Customizable Reports - Content Library - Data Import/Export - Document Review - Document Automation - Reminders - Audit Trail - Reporting & Statistics - Approval Process Control - Version Control **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration - Activity Dashboard - Third-Party Integrations **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Additional Functionality** - Price and Cost Calculations - Data Visualization - Rules Engine - Real-Time Data - Quotes/Estimates - Audit Trail - Drag & Drop - Access Controls/Permissions - Sales Automation - Document Storage - AI Copilot - CRM - Customizable Templates - Product Configurator - Self Service Portal - Forecasting - Bills of Material - Multi-Currency - Generative AI - Customizable Branding - Electronic Signature - Document Templates - Reporting & Statistics ## Top Kaseya Quote Manager Alternatives - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,519 reviews) - [Proposify](https://www.g2.com/products/proposify/reviews) - 4.6/5.0 (1,116 reviews) - [Qwilr](https://www.g2.com/products/qwilr/reviews) - 4.6/5.0 (901 reviews)