Kaseya Quote Manager: won quotes, orders and fulfilment

Kaseya Quote Manager (formerly Datto Commerce) is Kaseya's quoting and procurement tool: quotes go out of it, the partner accepts one online, and a sales order, its payments and the purchase orders behind it follow. Current runs the same Win Quote Engine on it that it runs for ScalePad Quoter and ConnectWise CPQ. A won quote appears in front of a project manager on its own, and a few guided steps later there is a real project, real charges in Autotask, and an opportunity that has moved itself. What Kaseya Quote Manager adds on top is the part after the yes: the order, what has been paid, the purchase orders, and a bell when the hardware is actually fulfilled.

Current only reads Kaseya Quote Manager. Its API has no write of any kind, so nothing Current does can change a quote, an order, or a price there.

Settings › Integrations → Sales and CRM → Kaseya Quote Manager. It sits in Settings › Integrations, so it is tenant admins and super admins only.

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   1 · Connect Autotask first

   The queue is Autotask-driven and the stage pickers below read your live Autotask opportunity stages, so the card refuses to connect until Autotask is connected. Its message says exactly that and points you there.
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   2 · Create the API key in Kaseya Quote Manager

   Open My account (the profile icon) → Developer API and create a key, then paste it into Current. It is checked against Kaseya Quote Manager before anything is stored and then kept server-side only, so the browser never holds it again. The API is read-only, so the key cannot change anything in Kaseya Quote Manager even in theory.
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   3 · Read the first-connect check

   Connecting runs a few short reads and writes down what came back: how many employees the key can see, and whether a recent sample quote carried an Autotask Opportunity id, an Autotask quote id, an organization id and a sales order id. It records field names and counts, never a key and never a price. Read it once, because it is what tells you the matching will work on your account. Connecting also starts the history import described below.
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   4 · Map two Autotask stages, and set the look-back

   The two pickers are "Ready to convert", the stage a won quote's Opportunity parks at and which is what fills the queue, and "After Current converts", the stage Current moves it to after conversion and which clears it from the queue. They cannot be the same stage, or the queue would always be empty. Under them, "Won quotes to queue from the last" is the queue window: 30 days by default, anywhere from 1 to 365, and it decides which already-won quotes are offered for conversion. It is not an import limit. Every quote reaches the company record whatever its age, because the first sync imports your whole quote history.
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   5 · Optional: your web address and Teams announcements

   Enter your own Kaseya Quote Manager web address and every quote on a company record becomes a link into it. Current accepts an https address on kaseyaquotemanager.com or dattocommerce.com and refuses anything else, including a look-alike host. Under Announcements, pick a Team and a channel and Current posts there when a win lands; Send test post proves it on the same path a real announcement takes.

Kaseya Quote Manager gives a quote one of seven states. Here is what each one means to Current.

Kaseya Quote Manager records no acceptance date, so Current dates a win from the sales order where there is one and from the quote's last change where there is not. Once a win date is recorded it is never rewritten.

From here it is identical to a Quoter win, on purpose: the quote lands in the "Won quotes · ready to convert" queue on My Day, and Convert opens the same wizard. The quotes and where they land (project or post-sale ticket), the day-1 questions and AI plan drafting against the sold hours and your deadline, one Billing step that holds the charges, how the labor bills and the billing owner, and one Review confirm that is the first and only write. The Billing step loads the line items live from Autotask, because that is where the money is. Labor lines are never charges: a Kaseya Quote Manager Labor section tells the wizard which lines are labor, and they bill the way you choose in the Labor billing section of the Billing step. See "Labor billing on won quotes: fixed fee, time and materials, or already covered". The “Contract/Agreement Update” task is always added and assigned to the billing owner, as "Billing owner on won quotes" describes. The full walkthrough lives in "ScalePad Quoter: turn won quotes into projects and charges", and every step described there behaves the same for a Kaseya Quote Manager quote.

Kaseya Quote Manager handles the procurement as well as the quote, so Current can show what happened after the partner said yes. Open a won quote from the queue and the detail drawer carries an Order & fulfilment section.

• The sales order: its number, and whether it is draft, approved, processed or cancelled.
• Fulfilment: fulfilled, partly fulfilled, or not fulfilled yet, with the date it was fulfilled.
• What has been paid: the total, and how it split between on account, card and manual payments.
• The purchase orders behind the order: how many there are, and how many are draft, approved, received or cancelled.
• Ship to: the delivery company, contact, phone, address and instruction, the same block the wizard asked you to acknowledge.

A quote that has been accepted but has no order yet says so rather than showing zeroes. The order block refreshes on the same five-minute poll as everything else, so an order raised or paid a minute ago shows up on the next pass.

Every Kaseya Quote Manager quote reaches the company record's Quotes & opportunities rail, not only the won ones: drafts, quotes still out with the partner, wins, declines and expired quotes, each with its state, its expiry and its money. That includes the ones you raised long before you connected: the first sync imports your whole quote history, however far back it goes, and the queue window has no say in it. Quoted money is still counted once, so a quote sitting against an open opportunity never adds to the totals twice.

Each row links into Kaseya Quote Manager once an admin has entered your web address on the card, because Kaseya Quote Manager accounts each live at their own address and the API does not report it. Without the address the quote shows as plain text. The path Current builds for that link has not been checked against a live account yet, so if a link does not land on the quote itself, the quote number on the row is what to search for in Kaseya Quote Manager.

Kaseya Quote Manager reports no currency on a quote at all, so Current reads its figures as your workspace currency and does not flag a mismatch. An unknown currency is not evidence of one. Current never converts money anywhere, and your workspace currency is set in Settings › General › Region and words.

The first sync imports your whole quote history onto the company records. Kaseya Quote Manager allows 60 API calls a minute and a daily budget on top of that, and Current stays under both, so a long history arrives over a number of syncs rather than all at once. While it is working, the card reads "Importing quote history: 40 of 312 quotes so far. The rest arrive over the next syncs.", and the line disappears when the import finishes. Quotes appear as they are read, and each pass picks up where the last one left off. If more than ten thousand quotes changed since the last sync, the card says so: that run read part of them and the rest are read over the next runs. There is nothing to do in either case, and widening the queue window would not make the import faster.