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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 Incentit?

Utilize rebates to boost the sales of your products, as these time-honored incentives effectively motivate consumer purchases. Enhance channel performance by integrating sales incentives and spiffs while keeping suggested retail prices intact. Pair energy-saving rebates with diligent portfolio tracking and reporting to achieve optimal results. Encourage your employees, customers, and partners to align with your strategic objectives by offering a variety of incentives. Maintain an up-to-date master price list and deliver electronic quotes for user-friendliness. It's crucial to manage and track sales opportunities throughout the sales process efficiently. By combining your quoting and incentive frameworks, you can swiftly implement rebate programs and control street pricing, ensuring uniformity and clarity across all sales avenues. This strategy not only elevates sales figures but also cultivates a cooperative atmosphere among all parties involved, ultimately leading to improved customer satisfaction and loyalty.

Media

Media

Integrations Supported

Autotask PSA
ConnectWise PSA
Datto RMM
Mailgun
Microsoft 365
Pipl
QuickBooks Online
Twilio
Xero
Zillow

Integrations Supported

Autotask PSA
ConnectWise PSA
Datto RMM
Mailgun
Microsoft 365
Pipl
QuickBooks Online
Twilio
Xero
Zillow

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

Incentit

Company Location

United States

Company Website

incentit.com/index.php

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

Referral

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

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