Delayed quotes and disconnected systems don’t just slow you down, they cost you business. That’s why the integration between Kaseya Quote Manager (KQM) and Autotask PSA was designed to streamline your sales, quoting and procurement workflows, eliminating the friction that stands in the way of faster deals and cleaner billing.
Kaseya Quote Manager, a cloud-based quoting and ecommerce platform, helps MSPs streamline how they sell IT products and services. Autotask, a leading professional services automation (PSA) tool, powers service delivery and back-office operations. Together, they create a seamless flow from quote to cash, connecting sales and service teams while reducing manual work, errors and delays.
Let’s dive into the four core components of the KQM and Autotask integration: Organizations Sync, Opportunities Sync, Tickets Sync and Inventory Sync — plus a new enhancement that brings labor costs from Autotask project proposals into your quotes for better cost visibility.
1. Organizations Sync: Two-way sync that keeps everyone on the same page
Organizations Sync ensures that company and contact information stays aligned between Autotask and Kaseya Quote Manager, eliminating duplicate entry and keeping data up to date.
With this sync, you can:
- Sync contacts and organizations in both directions.
- Filter which accounts are transferred to maintain control.
- Access and manage synced data easily from KQM.
Note: Parent/subsidiary relationships aren’t supported, and default tax regions in newly synced Autotask companies may require a quick manual review.
2. Opportunities Sync: Opportunities that flow from quote to cash
Your sales efforts in Kaseya Quote Manager can flow seamlessly into Autotask through Opportunities Sync, bridging the gap between quoting and service delivery.
It enables you to:
- Push quoted services and products into Autotask to create or update opportunities.
- Streamline the transition from sales to service with the Won Opportunity Wizard.
- Map product categories and billing codes to ensure accurate alignment.
Even unquoted items from your online store can be pulled into Autotask opportunities, maximizing visibility into your entire pipeline.
3. Tickets Sync: Gain sales visibility
Each time a sales order is generated in Kaseya Quote Manager, Tickets Sync creates an informational ticket in Autotask, keeping your service team in the loop.
This functionality lets you:
- Provide your service team with real-time visibility into sales activity.
- Configure default ticket values and map product categories for consistency.
Note: Tickets Sync is not intended for billing items; Opportunities Sync should be used for that.
4. Inventory Sync: Stay stocked and ready
Inventory Sync brings product and inventory location data from Autotask into Kaseya Quote Manager, so you can always quote with current, accurate information.
Through this sync, you can:
- Access real-time inventory data during the quoting process.
- Avoid quoting products that are out of stock or unavailable.
- Sync both products and inventory locations.
Bonus benefit: Smarter labor cost visibility with Proposal Project Labor Sync
In addition to the four core sync components, Kaseya Quote Manager now supports automatic syncing of labor charges from Autotask project proposals. This enhancement allows labor costs to be included in quotes, giving you a more complete picture of project profitability when the quote is won.
It’s a subtle but powerful upgrade that improves cost analysis and ensures your quotes reflect the full scope of project work. For configuration details, refer to Quoting from the Admin Center in Kaseya Quote Manager Help.
One seamless quoting experience
All of these integration features — Organization Sync, Opportunities Sync, Ticket Sync, Inventory Sync and the Autotask Proposal Project Labor Sync — work together to create a deeply connected experience between Kaseya Quote Manager and Autotask PSA. Together, they offer a modern, end-to-end quoting solution that mirrors the functionality of Autotask’s internal quoting tools while adding new layers of flexibility and automation.
Built on a custom API, this integration suite enables:
- Launching quotes from either Autotask or Kaseya Quote Manager.
- Viewing real-time quote insights directly within Autotask opportunities.
- Winning or losing opportunities right from Kaseya Quote Manager.
- Automatically generating sales orders, purchase orders and tickets as part of the workflow.
To ease the transition, Autotask includes a Quoting Prompt feature, so teams can gradually move from legacy quoting to the more streamlined, e-commerce-style experience in Kaseya Quote Manager. With this integration in place, quoting becomes faster, more accurate and fully aligned with how your business operates.
Ready to see the KQM and Autotask integration in action?
Request a demo of Kaseya Quote Manager today and discover how simple quoting can transform your business.
