Name: Datto Quote Manager
Author: Kaseya

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Contract Management

Enterprise Legal Management

Environmental Health and Safety (EHS)

Meeting Management

Procurement

VoIP

Enterprise

Accounting

Expense Management

Spend Management

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

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Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Browser

Cloud Cost Management

Cloud Storage

Component Content Management

Converged Network Adapters (CNAs)

Data Center Infrastructure Management

Data Observability

Data Pipeline

Extended Detection and Response (XDR)

Fraud Detection

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Managed Print

Network Performance Monitoring

Password Management System

Release Management

Remote Support

Session Border Controllers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Creative Collaboration

Direct Mail Automation

Email Marketing

Gamification

Intent Data

Marketing Analytics

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Headless eCommerce

Multichannel Retail

Presales

Sales Intelligence

Sales

Certificate Lifecycle Management

Security

Architecture

Commercial Drone

Construction Accounting

Hotel Management

Loan Servicing

Oil and Gas

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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 Quote Manager is a cloud-based platform designed to simplify the quoting and procurement process for MSPs.

Oracle CPQ is a cloud-based application that helps sellers configure the right mix of products or services and create accurate, professional quotes to quickly meet their customers’ pricing needs.

CPQ Pricing

Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.

Basic

Professional

Datto Quote Manager

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.

Kaseya

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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CPQ Software

Datto Quote Manager
Formerly Datto Commerce

Overview

What is Datto Quote Manager?