May 8, 2025

Kaseya Quote Manager Release Notes

The Kaseya Quote Manager team is excited to announce the following improvements and/or fixes:

Enhancements

Quote to Autotask opportunity mapping

The Autotask opportunity mapping page has been updated to allow easier mapping of quote statuses to opportunity stages and/or statuses.

Swedish language support for client facing quotes

Clients can now view quotes in Swedish.

Municipal tax calculations via TaxJar

Support for origin-based tax calculation has been added for North American users by sending company addresses to TaxJar via API, ensuring tax compliance and accurate quoting.

Fixes

  • A problem where new opportunities were mistakenly created in ConnectWise when linking an existing opportunity to a quote has been fixed.

  • An issue that caused new ConnectWise tickets to be created when linking an existing ticket has been resolved.

  • An issue where signed email quote notifications were received before the quote view notifications has been resolved.

  • Autotask inventory locations synced as suppliers in Kaseya Quote Manager will now be labeled with the warehouse name and inventory location.

  • An issue where changing the organization in Kaseya Quote Manager didn’t update the Bill To Company on the linked ConnectWise opportunity has been resolved.

  • An issue causing users to be redirected to the Home page when viewing a product’s stock level in the Online Store has been resolved.

  • An issue where all products were shown despite selecting a limited range in the Theme settings has been resolved.