--- 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: '2026-08-07' parent\_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- ### Kaseya Quote Manager Pros and Cons: Top Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users value the **customization options** in Kaseya Quote Manager, especially for creating tailored templates for items. [(1 mentions)](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1953424&qs=pros-and-cons#reviews) Users appreciate the **easy integrations** of Kaseya Quote Manager, significantly enhancing their daily workflow efficiency. [(1 mentions)](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1553706&qs=pros-and-cons#reviews) Users find Kaseya Quote Manager enhances **efficiency** in their quoting process with its simplicity and seamless integration. [(1 mentions)](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1553653&qs=pros-and-cons#reviews) Users value the **seamless integrations** of Kaseya Quote Manager, enhancing efficiency in their daily quoting processes. [(1 mentions)](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1553590&qs=pros-and-cons#reviews) Users appreciate the **process efficiency** of Kaseya Quote Manager, simplifying quoting and enhancing daily productivity. [(1 mentions)](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1979074&qs=pros-and-cons#reviews) Users are frustrated by the **lack of integration** with AI tools like Make.com or Zapier in Kaseya Quote Manager. [(1 mentions)](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1553366&qs=pros-and-cons#reviews) Users are frustrated with the **lack of integration** with AI tools like Make.com or Zapier in Kaseya Quote Manager. [(1 mentions)](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1553418&qs=pros-and-cons#reviews) Users are frustrated with the **poor integration** of Kaseya Quote Manager with essential tools like AI applications. [(1 mentions)](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1553729&qs=pros-and-cons#reviews) ### Top Pros or Advantages of Kaseya Quote Manager ##### 1. Customization Users value the **customization options** in Kaseya Quote Manager, especially for creating tailored templates for items. [ See 1 mentions ](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1953424&qs=pros-and-cons#reviews) See Related User Reviews DM Derrick M. Small-Business (50 or fewer emp.) 4.5/5 "Clear results when using Quote Manager" What do you like about Kaseya Quote Manager? I like being able to create templates for custom items. ##### 2. Easy Integrations Users appreciate the **easy integrations** of Kaseya Quote Manager, significantly enhancing their daily workflow efficiency. [ See 1 mentions ](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1553706&qs=pros-and-cons#reviews) See Related User Reviews ![Umair A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Umair A.") UA Umair A. Mid-Market (51-1000 emp.) 5.0/5 "Quoting is super fast and simple" What do you like 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 li ##### 3. Efficiency Users find Kaseya Quote Manager enhances **efficiency** in their quoting process with its simplicity and seamless integration. [ See 1 mentions ](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1553653&qs=pros-and-cons#reviews) See Related User Reviews ![Umair A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Umair A.") UA Umair A. Mid-Market (51-1000 emp.) 5.0/5 "Quoting is super fast and simple" What do you like 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 li ##### 4. Integrations Users value the **seamless integrations** of Kaseya Quote Manager, enhancing efficiency in their daily quoting processes. [ See 1 mentions ](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1553590&qs=pros-and-cons#reviews) See Related User Reviews ![Umair A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Umair A.") UA Umair A. Mid-Market (51-1000 emp.) 5.0/5 "Quoting is super fast and simple" What do you like 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 li ##### 5. Process Efficiency Users appreciate the **process efficiency** of Kaseya Quote Manager, simplifying quoting and enhancing daily productivity. [ See 1 mentions ](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1979074&qs=pros-and-cons#reviews) See Related User Reviews ![Umair A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Umair A.") UA Umair A. Mid-Market (51-1000 emp.) 5.0/5 "Quoting is super fast and simple" What do you like 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 li ### Top Cons or Disadvantages of Kaseya Quote Manager ##### 1. Integration Issues Users are frustrated by the **lack of integration** with AI tools like Make.com or Zapier in Kaseya Quote Manager. [ See 1 mentions ](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1553366&qs=pros-and-cons#reviews) See Related User Reviews DM Derrick M. Small-Business (50 or fewer emp.) 4.5/5 "Clear results when using Quote Manager" What do you dislike about Kaseya Quote Manager? I don't like that it lacks integration with AI tools like Make.com or Zapier. ##### 2. Lack of Integration Users are frustrated with the **lack of integration** with AI tools like Make.com or Zapier in Kaseya Quote Manager. [ See 1 mentions ](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1553418&qs=pros-and-cons#reviews) See Related User Reviews DM Derrick M. Small-Business (50 or fewer emp.) 4.5/5 "Clear results when using Quote Manager" What do you dislike about Kaseya Quote Manager? I don't like that it lacks integration with AI tools like Make.com or Zapier. ##### 3. Poor Integration Users are frustrated with the **poor integration** of Kaseya Quote Manager with essential tools like AI applications. [ See 1 mentions ](https://www.g2.com/products/kaseya-quote-manager/reviews?filters%5Bsentiment_snippet%5D=1553729&qs=pros-and-cons#reviews) See Related User Reviews DM Derrick M. Small-Business (50 or fewer emp.) 4.5/5 "Clear results when using Quote Manager" What do you dislike about Kaseya Quote Manager? I don't like that it lacks integration with AI tools like Make.com or Zapier. ![Darren .](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Darren .") D Darren . Small-Business (50 or fewer emp.) 5/27/2026 "Kaseya Quote Manager Streamlines Quoting with a Centralized, Consistent Workflow" 4/5 What do you like best about Kaseya Quote Manager? Kaseya Quote Manager has been useful for streamlining the quoting process across products, licensing, and recurring service proposals without relying on disconnected spreadsheets or manual document generation. The centralized workflow makes it easier to track quote status, manage approvals, and maintain consistency across customer-facing proposals. We also like the ability to tie product catalogs, vendors, and customer records together in one platform, which helps reduce administrative overhead and improves visibility into the sales pipeline. The quoting interface is straightforward enough for day-to-day use while still supporting more detailed proposal workflows when needed. Review collected by and hosted on G2.com. What do you dislike about Kaseya Quote Manager? Some areas of the interface can feel less responsive when managing larger product catalogs or more complex quote structures. Customization options for templates and reporting could also be more flexible, especially for organizations wanting highly tailored branding or workflow automation. While the platform handles standard quoting tasks well, certain advanced procurement or inventory-related processes may still require supplemental systems or manual adjustments. Navigation between quoting, purchasing, and reporting sections could also be streamlined further for faster day-to-day administration. Review collected by and hosted on G2.com. What problems is Kaseya Quote Manager solving and how is that benefiting you? Kaseya Quote Manager has helped reduce the amount of manual effort involved in building, tracking, and updating customer proposals across recurring services, licensing, and hardware purchases. It centralizes quote management into a more structured workflow, which improves visibility into approval status, customer engagement, and sales progression without relying on disconnected spreadsheets or email chains. The platform has also helped standardize proposal formatting and pricing consistency across different team members, reducing administrative overhead and making it easier to manage recurring quoting activity at scale. Integration with broader operational workflows has further improved efficiency between sales, procurement, and service delivery processes. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Erik J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Erik J.") EJ Erik J. Partner / Technisch Directeur Small-Business (50 or fewer emp.) 6/16/2026 "Streamlined Quote Automation, but Setup and Customization Need Work" 3/5 What do you like best about Kaseya Quote Manager? This tool has helped streamline our quoting process through quote automation and strong PSA integration. Pricing is more consistent, and the overall sales cycle feels faster thanks to reusable templates and clear approval workflows. Having standardized quotes has improved accuracy and reduced back-and-forth, which translates into real time savings for the team. I also appreciate the centralized management of quotes, and the scalable quoting setup makes it easier to support growth without losing control of the process.Setup complexity, integration dependency, limited customization, learning curve, UI limitations, performance issues, reporting gaps, relies on ecosystem, configuration effort Review collected by and hosted on G2.com. What do you dislike about Kaseya Quote Manager? The setup can be complex and takes a fair amount of configuration effort. Integration often feels dependent on other tools, and in many cases it relies heavily on the broader ecosystem to work smoothly. Customization options also feel limited, which adds to the learning curve and makes it harder to tailor the experience to specific needs. The UI has some limitations that can slow down day-to-day use, and I’ve run into performance issues at times. Reporting is another weak spot, with noticeable gaps that make it difficult to get the insights I’m looking for. Review collected by and hosted on G2.com. What problems is Kaseya Quote Manager solving and how is that benefiting you? Quoting is slow, pricing is inconsistent, and too many steps still rely on manual processes. This leads to sales delays and avoidable human errors, especially without clear standardization across the workflow. Approvals feel inefficient and take longer than they should, and overall visibility into the process is poor. As a result, sales velocity is reduced and day-to-day operations become unnecessarily inefficient. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 7/28/2026 "Simple UI, Live Quote Acceptance, and Powerful Autotask & Distributor Integrations" 4.5/5 What do you like best about Kaseya Quote Manager? Very simple to use with a great UI. Being able to track how long the client viewed the quote, and when they viewed it, really should be a requirement. Accepting the quote live is also great. It integrates with our distributors and Autotask, etc., so we can pull live pricing directly into the quote builder. Review collected by and hosted on G2.com. What do you dislike about Kaseya Quote Manager? It could be nice to have a way for the end client to post questions about the quote directly in the viewer, or to add notes and comments on specific parts of it. That said, maybe it’s better to keep those discussions live. Still, having an option that lets the quote owner/admins enable (or disable) client-side comments could be a good middle ground. Review collected by and hosted on G2.com. What problems is Kaseya Quote Manager solving and how is that benefiting you? Streamlining quoting has made the process much quicker for us compared to the in-house system we were using. The UI feels modern, and we’re able to move business along faster. Overall, it also feels like a better experience for the end client than sending a PDF. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite AG Andrea G. Operations Director Small-Business (50 or fewer emp.) 7/23/2026 "Automation and Control to the Maximum" 5/5 What do you like best about Kaseya Quote Manager? I like the control of prices and margins, the integration with the entire suite, and the automation of quotes. This makes Kaseya Quote Manager extremely valuable to me because I have everything standardized and connected. Additionally, the initial setup was easy. Review collected by and hosted on G2.com. What do you dislike about Kaseya Quote Manager? I believe that the AI for quotes and signatures could be improved, especially in its ability to help compare prices from different suppliers. Review collected by and hosted on G2.com. What problems is Kaseya Quote Manager solving and how is that benefiting you? I use Kaseya Quote Manager to centralize invoices and control costs. I appreciate the price and margin control, full integration, and quote automation, which allows me to have everything standardized and connected. Review collected by and hosted on G2.com. Show More 8/3/2026 Validated ReviewerIncentivizedSource: Seller inviteAI Translated ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Small-Business (50 or fewer emp.) 5/26/2026 "Streamlined, Professional Quotes with Kaseya Quote Manager" 4/5 What do you like best about Kaseya Quote Manager? What I like best about Kaseya Quote Manager is the ability to streamline quoting and proposal creation in one centralized platform. It helps standardize quotes, keeps product and pricing information organized, and makes it easier to generate professional proposals quickly for customers. Review collected by and hosted on G2.com. What do you dislike about Kaseya Quote Manager? Some workflows can feel a little clunky, especially when managing more complex quotes or making bulk edits. There are also areas where the interface and navigation could be more intuitive, particularly for new users getting familiar with the platform. Review collected by and hosted on G2.com. What problems is Kaseya Quote Manager solving and how is that benefiting you? Kaseya Quote Manager helps simplify the quoting process by reducing manual work, improving consistency, and speeding up turnaround times for proposals. That helps improve efficiency internally while giving customers faster and more professional-looking quotes, which can help close deals more quickly. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") EI Verified User in Information Technology and Services Small-Business (50 or fewer emp.) 6/17/2026 "Streamlined, Accurate Quotes Made Easy with Kaseya Quote Manager" 4/5 What do you like best about Kaseya Quote Manager? What I like best about Kaseya Quote Manager is that it streamlines the quoting process by centralizing products, pricing, and approvals in one platform, making it faster and easier to create accurate, professional quotes for customers. Review collected by and hosted on G2.com. What do you dislike about Kaseya Quote Manager? One drawback of Kaseya Quote Manager is that customization and workflow flexibility can be somewhat limited for organizations with complex quoting processes, occasionally requiring manual workarounds. Review collected by and hosted on G2.com. What problems is Kaseya Quote Manager solving and how is that benefiting you? Kaseya Quote Manager helps us eliminate manual quoting processes, reduce pricing errors, and accelerate quote delivery. This improves efficiency, ensures consistency across proposals, and helps us close deals faster while providing a better customer experience. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Danessa P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Danessa P.") DP Danessa P. Operations Director Small-Business (50 or fewer emp.) 7/23/2026 "Very efficient for generating quotes" 5/5 What do you like best about Kaseya Quote Manager? Quite efficient for generating quotes Review collected by and hosted on G2.com. What do you dislike about Kaseya Quote Manager? I have no negative comments about the application. Review collected by and hosted on G2.com. What problems is Kaseya Quote Manager solving and how is that benefiting you? The issue of offering various products through its integrations has been largely resolved. Review collected by and hosted on G2.com. Show More 8/5/2026 Validated ReviewerIncentivizedSource: Seller inviteAI Translated ![Gwynbleidd 1.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gwynbleidd 1.") G1 Gwynbleidd 1. Small-Business (50 or fewer emp.) 8/1/2026 "Great tool for making quotes within the environment" 5/5 What do you like best about Kaseya Quote Manager? Great tools for making quotes within the environment Review collected by and hosted on G2.com. What do you dislike about Kaseya Quote Manager? I do not have enough knowledge to critique this tool. Review collected by and hosted on G2.com. What problems is Kaseya Quote Manager solving and how is that benefiting you? Make quotations within the system or the datto environment Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller inviteAI Translated AF Andrew F. IT Support Small-Business (50 or fewer emp.) 5/26/2026 "Unified Quoting, Procurement, and PSA Workflows in One Connected Process" 4.5/5 What do you like best about Kaseya Quote Manager? It brings quoting, procurement, and PSA workflow management together into a single, connected process, rather than leaving them as several separate manual steps. Review collected by and hosted on G2.com. What do you dislike about Kaseya Quote Manager? The templates are useful, but the customization options feel limited. Review collected by and hosted on G2.com. What problems is Kaseya Quote Manager solving and how is that benefiting you? It helps solve operational sales problems, especially the gap between quoting, procurement, PSA systems, and fulfillment. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: Seller invite ![Kevin F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin F.") KF Kevin F. Company Owner Small-Business (50 or fewer emp.) 5/27/2026 "Clunky and Not User-Friendly, with Product Descriptions Missing" 1/5 What do you like best about Kaseya Quote Manager? I like the integration with Autotask but overall not happy with the product. Review collected by and hosted on G2.com. What do you dislike about Kaseya Quote Manager? Not easy to use. Product descriptions don't come over automatically. Very clunky and not user friendly. Review collected by and hosted on G2.com. What problems is Kaseya Quote Manager solving and how is that benefiting you? It gave us a quoting tool as part of our bundle but there are much better products out there. Review collected by and hosted on G2.com. 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