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Kaseya Quote Manager Reviews & Product Details

BN
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Seller invite
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.

What problems is Kaseya Quote Manager solving and how is that benefiting you?

Simplifying the quoting process and saving time Review collected by and hosted on G2.com.

Kaseya Quote Manager Overview

What is 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 Details
Languages Supported
English
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Product Description

Kaseya Quote Manager is a cloud-based platform that simplifies the quoting and procurement process for MSPs and delivers increased profitability. An easy-to-use interface quickly finds the right products across an MSP's supplier base, creates professional-looking proposals in 30 seconds, and automates procurement to maximize margins and reduce rework. More than a quoting tool, Kaseya Quote Manager is an eCommerce platform enabling MSPs to drive incremental sales with an online storefront where clients can purchase products directly from them 24-7.


Seller Details
Seller
Kaseya
Year Founded
2000
HQ Location
Miami, FL
Twitter
@KaseyaCorp
17,686 Twitter followers
LinkedIn® Page
www.linkedin.com
4,835 employees on LinkedIn®
Description

Kaseya® is the leading provider of IT and security management solutions for managed service providers (MSPs) and small to medium sized businesses (SMBs). Through its open platform and customer-centric approach, Kaseya delivers best in breed technologies that allow organizations to efficiently manage, secure, and backup IT. Kaseya IT Complete is the most comprehensive, integrated IT management platform comprised of industry-leading solutions from Kaseya, Unitrends, Rapidfire Tools, Spanning Cloud Apps, IT Glue, ID Agent and Graphus. The platform empowers businesses to: command all of IT centrally; easily manage remote and distributed environments; simplify backup and disaster recovery; safeguard against cybersecurity attacks; effectively manage compliance and network assets; streamline IT documentation, and automate across IT management functions. Headquartered in Dublin, Ireland, Kaseya is privately held with a presence in over 20 countries. To learn more, visit www.kaseya.com.


George R.
GR
Overview Provided by:
Global SEO lead and Senior Digital Marketing Manager for Datto Inc

Recent Kaseya Quote Manager Reviews

Umair A.
UA
Umair A.Mid-Market (51-1000 emp.)
5.0 out of 5
"Quoting is super fast and simple"
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...
DM
Derrick M.Small-Business (50 or fewer emp.)
4.5 out of 5
"Clear results when using Quote Manager"
I like being able to create templates for custom items.
Tanner A.
TA
Tanner A.Small-Business (50 or fewer emp.)
0.5 out of 5
"Read-only API"
It is fantastic at aggregating products from our suppliers product feeds (when they support the supplier)
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Kaseya Quote Manager Media

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8 out of 9 Total Reviews for Kaseya Quote Manager

3.9 out of 5
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Kaseya Quote Manager Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Umair A.
UA
Head Accounting & Financial Reporting
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
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.

What problems is Kaseya Quote Manager solving and how is that benefiting you?

Quoting for now but interested to use the PO process too. Review collected by and hosted on G2.com.

DM
Managing Partner
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile
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.

What problems is Kaseya Quote Manager solving and how is that benefiting you?

Quote Manager solves the problem where I wouldn't nornally know when a client read my quote and their level of interest. Review collected by and hosted on G2.com.

Tanner A.
TA
Support Engineer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
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.

What problems is Kaseya Quote Manager solving and how is that benefiting you?

Aggregating data from mulitple suppliers Review collected by and hosted on G2.com.

AP
Solution Sales
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
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.

What problems is Kaseya Quote Manager solving and how is that benefiting you?

Quick quotes. Easy to manage. Search funtionality. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
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.

What problems is Kaseya Quote Manager solving and how is that benefiting you?

Before we managed our quotes through Kaseya BMS and they were clunky and cumbersome Review collected by and hosted on G2.com.

Timothy C.
TC
Owner, Designer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
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.

What problems is Kaseya Quote Manager solving and how is that benefiting you?

Causing more issues than it aolves Review collected by and hosted on G2.com.

Patrick K.
PK
Director of Communications
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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.

Recommendations to others considering Kaseya Quote Manager:

If you want something that just works out of the box, this is your solution. Review collected by and hosted on G2.com.

What problems is Kaseya Quote Manager solving and how is that benefiting you?

Templating all quotes has streamlined our quoting and sales cycle and reduced duplicated efforts. While the quotes also show us what materials are in inventory, stock, or even backorder. Review collected by and hosted on G2.com.

Jesse W.
JW
Operational Support and Dispatch Officer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
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.

What problems is Kaseya Quote Manager solving and how is that benefiting you?

We are able to easily manage orders and inventory at our warehouse. This in turn provides a smooth process for the customer. Review collected by and hosted on G2.com.