![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.

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Validated ReviewerIncentivizedSource: Seller invite

See what 23 reviewers think of Kaseya Quote Manager

3.8 out of 5 · Verified reviews from real users

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