Product Brief

Kaseya Quote Manager Integration With Microsoft Teams

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Enhance your sales and procurement efficiency with the Kaseya Quote Manager Integration for Microsoft Teams. Streamline your workflow with instant notifications and real-time collaboration.

Key benefits:

  • Faster procurement: Receive instant notifications in Teams when a quote is signed, speeding up the process compared to traditional email.
  • Enhanced collaboration: Reduce tedious email discussions by collaborating with colleagues using native Teams features like @mentions, reactions and attachments.
  • Quick action: Easily act on alerts with contextual deep links to view quotes or linked Autotask opportunities.
  • Customizable notifications: Tailor your process by creating specific Teams Channels for different types of notifications, such as signed quote alerts or sales orders.

Ready to reduce your quote turnaround time and boost efficiency? Download the integration feature sheet now to get started.