Moving off Kaseya Quote Manager?
Whether you quote in Kaseya Quote Manager or IT Quoter today, the hard part of switching is rarely the new tool. It is your catalog, your templates and the quotes still open. Here is what moves over to Salesbuildr, how the switch runs without a gap in quoting, and what changes once your quotes keep Halo or Autotask up to date.
Quoting that keeps your PSA in sync
When a signed quote does not reach your PSA, someone types the order in again. Salesbuildr keeps the PSA current as you work: your draft quote creates and updates the opportunity and quote, so nothing waits for someone to copy it over.
- Halo: your draft quote creates and updates the opportunity and quote. On approval, the signed PDF is uploaded and you build the sales order from what was approved.
- Autotask: your draft quote creates and updates the opportunity and quote. On approval, the signed PDF is uploaded and you create the post-sale ticket.
- Your PSA stays the source of truth: companies, contacts and opportunities sync both ways.
- Live distributor pricing: 50+ distributor integrations bring pricing and stock into the quote, with margin per line.
- Bundles: quote as one line while your PSA gets every component.
What moves over
Comes over without migration
Clients, contacts and opportunities come from your PSA, so there is nothing to move. Whatever your old quoting tool knew about your clients, your PSA knew first.
We bring it over with you
- Your catalog. Salesbuildr imports your catalog, and services and labour can come in from your PSA. Distributor products come from price feeds instead of lists you maintain by hand.
- Your proposal. Bring the quotes you send today. In onboarding we set up your first templates on your branding.
- Your distributors. List the distributors you buy from. Most need you to apply for feed access, and we can request the credentials on your behalf.
Worth rebuilding
- Bundles and packages become Salesbuildr bundles.
- Client-specific prices go into pricing books, which take priority over catalog prices. A good moment to check which agreements still hold.
How the switch runs
You don't have to cancel your current tool on day one. Salesbuildr runs alongside it while you set up, so you switch when your team is ready.
- Connect your PSA and distributors, and set up your first template in the first onboarding call.
- Build real quotes in Salesbuildr during the testing week, while the old tool stays available.
- Pick the date from which every new quote starts in Salesbuildr.
- Cancel the old tool once its last open quotes are closed.
Going live takes 2 to 4 weeks, and there is a 30-day money-back guarantee. See how onboarding works.
“We drew a line in the sand and said all new quotes start here. Within a week, we were out of questions and didn't miss our old system.”
CIO, 40-person MSP
Questions to ask before you switch
Compare tools on what you quote every week, not on feature lists:
- Does the quote keep your PSA in sync automatically, or does someone copy it over?
- Can your team find new SKUs from your distributors inside the quote?
- Can you run both tools side by side while you set up?
- Do you know what the first year costs, including onboarding and add-ons?
Salesbuildr starts at $329/month (Standard) plus $1,099 one-time onboarding. See Salesbuildr pricing.
Frequently Asked Questions
Can I keep Kaseya Quote Manager running while I switch?
Yes. Salesbuildr runs alongside your current quoting tool while you set up, so you switch on a date your team picks and cancel the old tool once its last open quotes are closed.
What happens to my open quotes?
The simplest approach is to let open quotes finish in the old tool and start every new quote in Salesbuildr from a fixed date. Quotes expire, so the overlap ends by itself. Keep read access or a PDF export for quote history.
Do I need to migrate clients and contacts?
No. Companies, contacts and opportunities come from your PSA. Salesbuildr keeps Halo, Autotask or ConnectWise as the source of truth and syncs them both ways.
Does the same approach work if I am moving off IT Quoter?
Yes. We import your catalog, set up your first templates on your branding and connect your distributors. Bundles and client-specific prices are rebuilt as Salesbuildr bundles and pricing books.
What happens in my PSA when a client accepts a quote?
In Halo and Autotask, your quote creates and updates the opportunity and quote. On approval, the signed PDF is uploaded, then you build the Halo sales order or the Autotask ticket from what was approved.