Secure quote access

September 25, 2025
Enhancement
Kaseya Quote Manager, Kaseya 365 Ops

Kaseya Quote Manager now provides secure quote access, helping protect sensitive pricing and terms with added authentication.

You can require clients to authenticate before viewing a quote, either by using a unique, randomly generated 6-digit PIN or by logging into the client-facing Storefront where all open quotes are available. These options can be configured per tenant for greater flexibility and control. By adding this extra layer of security, Quote Manager ensures that only the intended recipients can access quotes, keeping client information private and protected.

Learn more about Secure quote access.

One Complete Platform for IT & Security Management

Kaseya 365 is the all-in-one solution for managing, securing, and automating IT. With seamless integrations across critical IT functions, it simplifies operations, strengthens security, and boosts efficiency.

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