October 9, 2025
Kaseya Quote Manager Release Notes
The Kaseya Quote Manager (KQM) team is excited to announce the following improvements and/or fixes:
Enhancements
Email address captured for signed and viewed quotes
The system now tracks the email address of all signers and viewers for better auditing. Refer to Audit Trail for more information.
Secure quote code regeneration and lockout
Users can now regenerate secure quote access codes as needed. After five incorrect attempts, the code will lock out for security. Refer to Securing quotes for more information.
Direct Lenovo feed and ordering discontinued
Lenovo has ended their direct supplier feed for preferred pricing and dedicated stock in Kaseya Quote Manager. You can still order Lenovo products through distributors like Ingram Micro and TD SYNNEX, or if you maintain a direct feed with Lenovo, import it via the Universal supplier feed import feature.
Fixes
This release addresses minor bug fixes and improvements to the UI experience. These fixes and improvements include, but are not limited to:
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Fixed an issue where users could not copy serial numbers from serialized products on sales orders.
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Fixed an issue where the KQM organization could get stuck in syncing status with Autotask.
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Fixed a broken modal when searching for products on the quote page.
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Users can now delete quotes that have an access code without errors.
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Expired quotes can now be viewed with the correct access code.
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The "Regenerate" option is now hidden from users with only view permissions.
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The template used to create a quote no longer changes unexpectedly after saving.
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Fixed an issue where enabling/disabling the "Calculate Shipping" toggle could break quote functionality.
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Date pickers are now clickable and functional on the "Add a Coupon" modal.
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Fixed duplicated stock issues when disconnecting and reconnecting Autotask.
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The full name field is no longer incorrectly highlighted red when optional products are selected or product quantity is edited.
