Automatically enabled when you configure Kaseya Quote Manager permissions in your agent workflow.
What It Does
- Find a quote by its number and read its status, expiry date, sections and lines
- Read the quote’s linked Autotask opportunity, company and quote ids. Kaseya Quote Manager’s published API documents Autotask link fields and no ConnectWise link
- Follow a won quote to its sales order: status, fulfilment, lines and payments
- Find the purchase orders behind a sales order: supplier, status, items received and serial numbers
- Look up customers, their contacts and addresses
- Read the product catalog with prices, and each supplier’s stock and cost
Quotes and Autotask
- Ask about a quote or an Autotask opportunity. The agent links them and answers in one view: the quote, its sales order and purchase orders, and the Autotask company, opportunity, projects, contracts and tickets.
- Ask the agent to price an upgrade for an opportunity. It finds each item in your Kaseya Quote Manager catalog and writes a draft to the Autotask opportunity: a note, or a to-do for the opportunity owner if your instructions ask for a task. To make the quote, open the opportunity, start a new Kaseya Quote Manager quote and add the listed items.
- The draft is an Autotask write. Set the agent’s Autotask Opportunities group to Read Only, and Companies (notes) or Company To-Dos (to-dos) to Read/Write; its approval setting applies. For notes, also set Admin to Read Only, so the agent can read your note types.
Permission Groups
Every group is read only, because the Kaseya Quote Manager API has no write. Turn off Catalog and Suppliers on an agent that writes text your customers read, so it never sees your cost.