All Kaseya Quote Manager Reviews
1-18 of 18 Reviews
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Clint
Verified reviewer
Information Technology and Services, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2020
Solid Product, Pays for it's self if you use it right
Super quick quoting and procurement. I quoted and sold a new office pc for a cutomer in under 5 mins last week.
PROSgluh makes it easy to see who has product and prices. I've had times where I'm managed to save hundreds on stock. being able to quote in under a minute and from my phone allows me to sell quickly and easy. having templates in place helps with the standardisation of products sold and all quotes look the same.
CONSFor purchase orders and invocies it uses it's own numbers rather than xero's
Brandon
Computer & Network Security, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed December 2022
TMG Datto Commerce Review
Overall, better than any other tool we have used in the past. They are continuing to fix issues and enhance the capabilities which will make us a long term customer.
PROSThe ease of use and how easy it is to build and maintain quote templates. This is by far the single feature that sets it apart from any other quoting tool.
CONSIntegration into Autotask. If the product/service is not there, then it will automatically create a net new product in our list of products and not follow the appropriate categorization which makes standardizing reporting and internal inventory challenging.
Reason for choosing Kaseya Quote Manager
Ease of use, cost, and ability to send out more quotes in less amount of time.
Reasons for switching to Kaseya Quote Manager
Poor integrations, building reusable templates was very challenging, one-click procurement was not available.
Jeff
Biotechnology, 51-200 employees
Used monthly for less than 12 months
OVERALL RATING:
2
EASE OF USE
2
VALUE FOR MONEY
2
FUNCTIONALITY
2
Reviewed August 2023
Needs refinement
We're waiting for further development before we integrate it into our procurement workflow.
PROSThe integration with the Autotask PSA was fairly easy. The tool is relatively easy to use.
CONSIt's difficult to setup quote templates for services rather than product, specifically fixed price labor as they are relatively inflexible.
Bryce
Information Technology and Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed August 2023
Decent Quoting/Procurement Platform
It is heaps less frustrating than doing the same functions within Autotask. The program itself and workflow is a simplified in a nice non-cluttered way so I can focus on what matters.
CONSIt has a very rigid and non-forgiving workflow. There is no simple way to undo/reverse steps. Once you click "Approve" or if a customer changes their mind, there is no way to remediate it directly from Commerce and additional steps will be required in Autotask and/or Quickbooks.
Reason for choosing Kaseya Quote Manager
Better integration with Autotask
Nicole
Information Technology and Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed August 2023
Commerce has moved us to the future
Integration for suppliers to update our product suite without any input from us means we no longer have to look in each suppliers website to compare pricing.
CONSWould love to see the ability to have content blocks in templates to allow us to add more complex detail to proposals/quotes. It’s something we feel is missing and means we continue to use Panda Doc as well as Datto Commerce.
Reason for choosing Kaseya Quote Manager
Nz team
Reasons for switching to Kaseya Quote Manager
Cost and ease of use
Jennifer
Biotechnology, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed August 2023
Datto Commerce
Some syncing issues with AutoTask and field mapping. Also, deal registration pricing promos.
PROSAuto Task and Supplier integration. I like the quote templates.
CONSLimited quote template design, would like to see more fields.
Reasons for switching to Kaseya Quote Manager
Supplier feed and better quote design
Jason
Information Technology and Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2020
Gluh
Awesome. Its a bold statement but you also will find out. Never any issues with access or speed it has always been ready to use whenever I have gone to access it.
PROSWe love the ease of use, Automatic data feed imports, Lowest cost supplier picked automatically based also on stock levels. Has very easy to follow guide for all procedures in the system! and the same documents are modified when changes are made.
CONSThis product is very good. I can't really think of a Con for it to be completely honest.
Reason for choosing Kaseya Quote Manager
I had an impressive trial with Gluh, it was set up in a matter of 48 hours once I provided the core details. Unlike other quoting tools I won't mention that took forever to set up and were not working more than were working.
Vendor Response
Thank you for your feedback Jason. Appreciate your encouragement and to see how your business and customers prosper from our work.
Replied June 2020
Kevin
Information Technology and Services, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed August 2023
Great platform
Ease of use once you get into the flow, take a few months
CONSDifficult to learn at first multiple ways to complete one tasms
Reasons for switching to Kaseya Quote Manager
Capabilities
Lachlan
Information Technology and Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2023
Commerce creates efficiency
Great product overall and great a lot of efficiency in our business.
PROSAllows us to easily quote and procure hardware and software for our clients.
CONSGreater customisation for features to work in our business practises. This has been on the improve.
Stuart
Information Technology and Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2023
Switch to Commerce
I find that with Commerce, it's quick and easy to create quotes
CONSI can't think of anything that comes to mind
Reasons for switching to Kaseya Quote Manager
I had used Commerce in a previous role and found it superior to BMS quoting
Josh
Information Technology and Services, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
2
Reviewed November 2021
Good, but solutions needs development
I feel we were oversold and then underdelivered. This is a good product but it's early in development and a lot of obviously required features aren't there yet. You'll get offered to vote for a improvement/feature - which isn't great when it's so clearly obvious it's needed. It's designed to be used a certain way, drop-ship, and doesn't as easily accommodate the way other IT integrators may work. Our integration expert was new to the product themselves - which meant integration wasn't that smooth or flowing. Datto also massively underestimated the time and effort to implement - oversimplified. We found we had to rely on the integration expert because product documentation was a bit lacking - not ideal.
PROSI love the intention of the product. It's great that it integrates with both Xero and Autotask. It's nice that it integrates all our suppliers into one portal and it does make quoting simpler along with provision of product information.
CONSThere is no control over what vendors are displayed in the system - you have to take every vendor from your distributors product feed. There is no pricing control per vendor - it's blanket pricing across categories - so you can't actually promote vendors who provide reasonable margins. There is no practical control over Featured Products - so if you sell a few toners these will become "Featured Products". It can email out quotes, but there is no record of those emails, you can't create or modify the email templates, you can't even CC. You'll find you have to use your external email system - of course loosing some visibility then of what others have sent out. Integrations - with Autotask, there is a one way one time integration of products/services - but if you change the pricing in Autotask at a later date, you'll have to manually update your catalog in DC too. Datto depends on a third party for product information, and we've found mistakes/wrong images in that product information, which when raised with Datto - is then attributed to a third party like that's the end of conversation (Customers make decisions on information sent - it has to be accurate).
Maurizio
Information Technology and Services, 201-500 employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
3
FUNCTIONALITY
5
Reviewed February 2023
Datto commerce
Facilita d utilizzo e di installazione oltre che una protezione ben strutturata sugli accessi
CONSIl menu e le pagine per come si aprono sarebbe più comodo se si potessero aprire meglio a schermo intero
Reason for choosing Kaseya Quote Manager
Costi e gestione dello spazio nel server
Reasons for switching to Kaseya Quote Manager
Per un discorso d prezzi e utilizzo più facile
Veda
Information Technology and Services, 5,001-10,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2023
New to Autotask
New features look interesting and we are looking at IT Glue
CONSNo real experience yet at using features
Anonymous
11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed June 2020
Great Tool for Hardware Sales
I like the ease of being able to use this software. The tool has a decent amount of integrations and their initial team that walks you through the implementation is very technically smart and understand the business.
CONSWould like to have ability to hide certain vendors from the platform and have ability to show only certain product catalogues for various customers.
Vendor Response
Thank you for reviewing our work :)
Replied June 2020
Neil
Telecommunications, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2023
Using Datto Commerce
Ease of use to add products and to dynamically change quotes based on customers needs without the need to resend the quote
CONSBit clunky when linking our stock products within Autotask to stock products within Commerce, but easy enough once done
Andy
Information Technology and Services, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed August 2023
Datto commerce. Need better integration
ProcurementHistoryContract signatureMinimum quote configuration
CONSCommunicating with PM. Contract signatures. Integration with vendor serial numbers to customer
Reasons for switching to Kaseya Quote Manager
Look and feel for customers
Tejas
Information Technology and Services, 51-200 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2023
Datto commerce experience
The modules it provides is very easy to use and user friendly interface
CONSNothing to dislike about the product at this moment
Paul
Information Technology and Services, 2-10 employees
Used monthly for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2023
Review
Preparing quotes is very easy & modifying is so simple
CONSNot being able to allocate a ticket to a quote