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What is Kaseya Quote Manager?

Kaseya's Quote Manager is set to transform your sales process into a more efficient and effective operation. By simplifying quoting and procurement, it aims to significantly enhance revenue generation. This innovative tool provides you with a strategic edge in the competitive sales landscape. With our user-friendly cloud platform, every team member can effortlessly create quotes and close sales, leading to greater success for Managed Service Providers (MSPs). The drag-and-drop editor allows for quick and easy quote creation, resulting in well-designed and branded documents. MSPs can save valuable time, bypassing the lengthy 20-minute process typically involved. Transitioning to modern electronic quotes will not only improve efficiency but also minimize the need for revisions and expedite the sales cycle. Say goodbye to the cumbersome and slow process of hardware acquisition; our automation streamlines the workflow, reducing rework and enhancing overall productivity. By adopting this forward-thinking solution, businesses can eliminate tedious manual tasks and significantly boost their operational efficiency. Embrace the future of quoting with Kaseya and watch your sales soar.

What is DRIVE Price Builder CPQ?

Finding the right price for your customers can be a daunting and time-consuming endeavor. What methods can you implement to ensure your pricing remains precise? What approaches can you take to uphold consistency across your organization? Additionally, how can you boost your profitability without losing your customer base? Depending on “creative” pricing strategies is not a sustainable option for the future. It is essential to establish a definitive pricing strategy along with clear parameters to effectively manage your business. Create a pricing framework that permits essential flexibility, such as adjustments based on market conditions, while still sticking to defined boundaries. It is entirely feasible to act quickly and close deals while staying aligned with your pricing guidelines and realistic price points. Numerous businesses still depend on outdated manual quoting processes that typically involve spreadsheets or protracted email conversations between sales teams and operations. Who holds the authority for quote approvals, and how are pricing adjustments tracked? This inefficient method can significantly slow down your response time when generating quotes, which in turn impacts overall operational efficiency. By optimizing these processes, you can minimize delays and improve your ability to respond promptly to customer requests, ultimately fostering stronger relationships with your clientele. Furthermore, investing in automated quoting solutions can further streamline operations and enhance accuracy in pricing.

Media

Media

Integrations Supported

Autotask PSA
ConnectWise PSA
Datto RMM
Kaseya IT Complete
QuickBooks Online
Xero

Integrations Supported

Autotask PSA
ConnectWise PSA
Datto RMM
Kaseya IT Complete
QuickBooks Online
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Kaseya

Date Founded

2000

Company Location

United States

Company Website

www.kaseya.com/products/msp-quoting-software/

Company Facts

Organization Name

INSIGHT2PROFIT

Date Founded

2006

Company Location

United States

Company Website

www.insight2profit.com/improve-your-quoting-process-and-win-rate/

Categories and Features

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Categories and Features

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

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