Name: Datto Commerce
Author: Kaseya

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Attendance Tracking

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Document Generation

File Sync

Enterprise

Accounting

CTRM

Cryptocurrency Mining

Financial Research

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Compliance

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Cloud Data Warehouse

Cloud Storage

Container Management

DevOps

Fraud Detection

Hadoop-Related

IT Alert Management

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Mobile Data Security

Network Access Control (NAC)

Network Performance Monitoring

Phishing Detection and Response

Relational Database Management Systems

Requirements Management

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Automotive

Geographic Information

Hotel Management

Insurance Claims Management

Law Practice Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Telemedicine

Vertical-Specific

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Users of Datto Commerce have found the software to be invaluable in managing their orders and inventory at their warehouses, resulting in a streamlined process for their customers. With the ability to easily track materials that are in inventory, stock, or on backorder within quotes, users are able to provide accurate information to their customers, ensuring a smooth sales cycle. Templating quotes has also been a game-changer for users, as it has significantly reduced duplicated efforts, saving time and improving efficiency.

Although some users have expressed that there are still missing features in the product and that it is still in early development, overall, Datto Commerce has proved to be a valuable tool for businesses. However, there have been challenges faced by users when trying to adapt the product to their specific IT integration needs, as it is primarily designed for drop-shipping. Integration with the product can be difficult, especially if the integration expert is not familiar with the nuances of the software.

Moreover, the implementation of Datto Commerce has taken more time and effort than initially anticipated by users, and they have found that the product documentation is lacking. This has made them heavily reliant on integration experts for assistance. Despite these challenges, once implemented, users have found that the quoting and procurement process is quick and efficient. They are able to generate quotes and sell products within minutes, enabling them to serve their customers promptly.

One aspect of Datto Commerce that users have consistently appreciated is its reliability. Users have reported no issues with access or speed of the software; it is consistently ready for use whenever they need it. This stability has instilled confidence in users and allowed them to rely on the software as an essential part of their business operations.

Easy-to-Use Solution: Users have consistently praised Datto Commerce for its simplicity and ease of use. Multiple reviewers have stated that the software is straightforward to navigate, making it accessible to users with varying levels of technical expertise.

Efficient Quote Management: Several reviewers have highlighted the benefits of Datto Commerce's quote template management capabilities. They appreciate the ability to quickly build and manage templates, ensuring consistency in products sold and the overall appearance of quotes.

Seamless Integration and Collaboration: Many users have commended Datto Commerce for its seamless integration with popular software like Xero and Autotask. This integration allows for efficient collaboration and data synchronization, streamlining workflows between different platforms. Additionally, the integration of all suppliers into one portal simplifies the quoting process by providing comprehensive product information in a centralized location.

Limited customization options: Some users have expressed frustration with the lack of customization options in Datto Commerce, stating that it hinders their ability to personalize their experience. 

Unprofessional printed proposals: Several reviewers have mentioned that the printed copy of proposals generated by the software is deemed unprofessional and resembles something a kindergarten student would create, impacting the overall impression they give to clients.

Challenges with integration and categorization: A number of users have reported difficulties with integrating Datto Commerce with Autotask, as the system automatically creates new products instead of following appropriate categorization. This makes standardizing reporting and managing internal inventory challenging for these users.

Datto Commerce is a cloud-based platform designed to simplify the quoting and procurement process for MSPs and delivers increased profitability. Its interface helps users find the right products across an MSP's supplier base, creates professional-looking proposals in 30 seconds, and automates procurement to maximize margins and reduce rework. More than a quoting tool, Datto Commerce is presented as an eCommerce platform enabling MSPs to drive incremental sales with an online storefront where clients can purchase products directly from them 24-7.

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

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Business

PandaDoc

Datto Commerce

Price Quoting/Configuration software (CPQ) is designed to optimize sales processes such as configuration, opportunity management, bid and quote generation, and order confirmation.

Kaseya is the leading provider of cloud-based IT management software. Kaseya solutions allow Managed Service Providers (MSPs) and IT organizations to efficiently manage IT in order to drive IT service and business success. Offered as both an industry-leading cloud solution and on-premise software, Kaseya solutions empower MSPs and mid-sized enterprises to command all of IT centrally, manage remote and distributed environments with ease, and automate across IT management functions. Kaseya solutions are in use by more than 10,000 customers worldwide in a wide variety of industries, including retail, manufacturing, healthcare, education, government, media, technology, finance, and more. Kaseya is privately held with a presence in over 20 countries. To learn more, please visit http://www.kaseya.com.

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Features related to configuring and pricing products and delivering quotes to customers.

Quote sharing/sending

Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.

Credit approvals

Allows customers to input credit information, which can be checked and approved or declined. Credit score may factor into the quote.

E-signature

Includes electronic signature functionality so that proposals can be approved and signed digitally.

Product configuration

Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.

Configuration options

Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.

Pricing rules

Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.

Price adjustment

Sales users can adjust or override prices, based on coupons, discounts, markups, etc.

Purchase history and open contracts

Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.

Guided selling/Sales portal

Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.

Self-service CPQ

Includes an interface for customers to select product options and generate their own quotes; this is particularly relevant to eCommerce.

CPQ reporting & analytics

Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.

Proposals

Allows users to generate/automate sales proposals.

Excel integration

Integrates with Excel so that quotes can be generated on spreadsheets using underlying CPQ rules.

CPQ-CRM integration

Integrates to the company’s CRM to update the customer record.

Attachments to quotes

PDFs, contracts, videos, etc can be attached to quotes and/or proposals.

Renewal management

Includes features for managing renewals and recurring (subscription) payments.

Order capturing

Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.

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Datto Commerce

Overview

What is Datto Commerce?