June 5, 2025

Kaseya Quote Manager Release Notes

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

Enhancements

Stripe API payment support for Three-Dimensional Security (3DS) authentication

Support for 3DS has been added for credit card payments during quote acceptance via email links and during online store checkout.

Show bundled products and unbundle toggle options on the quote page

A new Show Bundle Products toggle has been added, allowing you to choose whether to display bundle components as individual line items on quotes for detailed client pricing. When syncing with Autotask opportunities, each item in a bundle is synced individually with its own SKU, pricing, and description.

NOTE  Items within a bundle cannot be made optional on a quote unless the Unbundle option is selected.

NOTE  The overall bundle quantity can be edited at the quote level, but individual item quantities within the bundle must be edited on the Products page. Refer to Adding and managing products and services for more information.

Using the Unbundle option separates bundle items into individual line items, with pricing reset to product defaults.

 

IMPORTANT  Once a bundle is unbundled, the action cannot be reversed