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.
