Kaseya 365 Ops: Getting Started with Kaseya Quote Manager

PERMISSIONS  Master role

PERMISSIONS  User accounts with the highest permission level (Master, Superuser, Administrator, or Global Administrator) for each module in the Kaseya 365 subscription. If you need an account with a higher permission level, contact your module's administrator.

This article describes how to access your Kaseya Quote Manager (KQM) instance for the first time from the Kaseya 365 Setup Guide page in KaseyaOne. You will want to fully set up KQM before introducing it to the rest of your company.

Within 48 hours of your subscription's start date, you will receive a Welcome to Kaseya 365 email. You can start setting up your new KQM module as soon as you receive this email. It contains a link to the KaseyaOne portal— the central hub where you manage your subscriptions and access all of your Kaseya 365 modules.

IMPORTANT  Before you click the Activate link for the module, make note of your login details.

Take the following steps to Activate your KQM module for Kaseya 365:

  1. On the Kaseya 365 Setup Guide page in the KaseyaOne portal, navigate to the New Modules section and find Kaseya Quote Manager.

  2. Click Activate.

  3. Change your password and click Complete Setup.

  4. On the Company Setup page, configure the settings as required (refer to Adding company details) and then click Next.

  5. On the Company Address page, configure the settings as required (refer to Adding company details) and then click Next.

  6. On the Region page, specify your preferred Timezone, Currency, and Quote Language and then click Next.

  7. On the Theme page, set up your company theme which will be used in your online store and documents. Refer to Customizing your theme and product range for more information.

  8. Click Finish Setup when done and the Kaseya Quote Manager Home page opens showing the onboarding dashboard.

  9. Initial Configuration is complete.

Next Steps: Complete self-paced onboarding

Self-paced onboarding launches automatically the first time you log in to your new KQM instance as an Administrator. You can also access it anytime from the WalkMe menu. Click the icon from the top navigation menu to open the WalkMe content.

NOTE  The self-paced onboarding guide also launches for non-administrator users.

The self-paced onboarding walks you through KQM and also requires certain configurations that should be made prior to your first consulting session. As supplementary material, the following table lists the required configurations and links to the related knowledge base articles:

Configuration Task Knowledgebase Article
Company Settings Details Adding company details
Manage Brand Managing brands
Domains Connecting domains
Notifications Enabling notifications
Email Templates Email templates
Payments Enabling payments
Pricing Setting pricing
Sales Choosing sales settings
Shipping

Setting shipping rates

Tax

Setting tax rates

Team

Creating and managing staff accounts

Suppliers Supplier integrations and product feeds
Organizations Creating and managing organization accounts
Quotes Quoting from the Admin Center
Approving Sales Order Approving sales orders
Receipt a Purchase Order Creating and managing supplier purchase orders
Adding Suppliers and Organizations Adding suppliers and product feeds
Communicating better with quote templates and notifications Building a standard quote template
Approving sales orders and processing purchase receipts Approving sales orders

Available integration

Kaseya Quote Manager integrates with Autotask, another module available in a Kaseya 365 Ops subscription:

NOTE  This integration will be configured for you in a session with an implementation consultant from Kaseya.

Benefits

This integration unlocks automations that boost efficiency and reduce rework, including

  • the ability to sync data between the modules and manage that data in either platform,

  • create a Kaseya Quote Manager quote directly from Autotask,

  • view Kaseya Quote Manager insights in Autotask opportunity and ticket categories, and more.