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Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

List of Kaseya Quote Manager Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
ClipTraining.com Retail 10 $1M United States Kaseya Kaseya Quote Manager Configure Price Quote (CPQ) 2024 n/a In 2024, ClipTraining.com implemented Kaseya Quote Manager, a Configure Price Quote (CPQ) application from Kaseya. The small US retail training provider deployed the solution to centralize quote creation and present client-facing proposals in a single, streamlined interface, aligning quoting and approval touchpoints for a compact sales team. Kaseya Quote Manager was configured to surface all required customer information and pricing elements in-line with common Configure Price Quote (CPQ) workflows, emphasizing quote composition, configurable pricing, and approval orchestration. The implementation impacted sales and revenue operations by reducing friction in the approval path and improving the quote-to-buy experience, outcomes that Kaseya cites as speeding client approvals and accelerating sales.
Cobalt Computer Solutions United Kingdom Professional Services 10 $1M United Kingdom Kaseya Kaseya Quote Manager Configure Price Quote (CPQ) 2024 n/a In 2024 Cobalt Computer Solutions United Kingdom implemented Kaseya Quote Manager as its Configure Price Quote (CPQ) solution. Kaseya Quote Manager was deployed within the MSPs existing Kaseya application stack to formalize quoting and procurement flows. The implementation emphasized automated sales quoting, pricing configuration, quote generation, and distributor order orchestration. Functional configuration reflects common Configure Price Quote (CPQ) capabilities including product and service configuration, price book management, quote lifecycle management, and automated order handoff. Integrations explicitly include distributor ordering links to TD SYNNEX, Ingram, and Exertis, enabling approved quotes to flow into distributor procurement channels. Operational scope covers the companys Devon operations and its wider United Kingdom footprint, supporting sales and procurement business functions for the managed service provider. Governance changes focused on centralizing quote approval and embedding quote-to-order workflows inside the Kaseya Quote Manager instance to coordinate sales and procurement activity. The stated effect of the deployment was streamlining procurement and sales processes across its Devon and UK footprint through automated quoting and integrated distributor ordering.
Impulse Data Australia Professional Services 10 $1M Australia Kaseya Kaseya Quote Manager Configure Price Quote (CPQ) 2024 n/a In 2024 Impulse Data Australia implemented Kaseya Quote Manager to automate MSP quoting, procurement and payments for its Australian SMB clients. The deployment used Kaseya Quote Manager within the Configure Price Quote (CPQ) category to centralize quote generation and introduce online credit-card payment capability for its customer base in the Brisbane region. The implementation focused on CPQ-standard capabilities, including templated quotes, configurable pricing rules, product and service catalog management, and automated payment handling to accept credit-card transactions. Kaseya Quote Manager was configured to accelerate quote generation and to reduce manual entry errors, while enabling upsell capture during the quoting workflow through bundled offers and guided configuration. Operational coverage targeted sales, procurement and finance functions across Impulse Data Australia’s SMB client engagements in Brisbane, standardizing quoting and procurement workflows and aligning approval checkpoints with finance processes. Per the Kaseya case study the rollout improved quote accuracy, enabled credit-card payment to boost cash flow, accelerated quote turnaround, reduced manual errors and increased upsell opportunities without mentioning third party integration specifics.
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Buyer Intent: Companies Evaluating Kaseya Quote Manager

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Kaseya Quote Manager. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Kaseya Quote Manager for Configure Price Quote (CPQ) include:

  1. Xact It Solutions, a United States based Professional Services organization with 10 Employees

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