Kaseya Quote Manager Quotes & Sales Orders

Kaseya Quote Manager — Quotes & Sales Orders

Overview

Quotes are the primary domain of Kaseya Quote Manager. A quote is composed of one or more sections, and each section holds line items (products with quantity and pricing). When a quote is accepted it becomes a sales order, which has its own order lines and payments.

All access here is read-only — these tools list and retrieve data; they never create or modify records.

Tools

| Tool | Purpose | |------|---------| | kqm_quote_list | List quotes (paginate with page/pageSize, filter with modifiedAfter) | | kqm_quote_get | Retrieve a single quote by id | | kqm_quote_section_list | List sections, typically for a given quote | | kqm_quote_section_get | Retrieve a single quote section | | kqm_quote_line_list | List line items, typically for a given section/quote | | kqm_quote_line_get | Retrieve a single quote line | | kqm_sales_order_list | List sales orders | | kqm_sales_order_get | Retrieve a single sales order | | kqm_sales_order_line_list | List sales-order line items | | kqm_sales_order_line_get | Retrieve a single sales-order line | | kqm_sales_order_payment_list | List payments against sales orders | | kqm_sales_order_payment_get | Retrieve a single payment |

Quote Hierarchy

Quote
└── Quote Section
    └── Quote Line (product, qty, price)

Sales Order (created when a quote is accepted)
├── Sales Order Line
└── Sales Order Payment

Common Workflows

Inspect a quote and its line items

1. Find the quote: kqm_quote_list (filter by customer / modifiedAfter)
2. Get the quote: kqm_quote_get with the quote id
3. List its sections: kqm_quote_section_list
4. For each section, list lines: kqm_quote_line_list

Trace a quote to revenue

1. Locate the sales order: kqm_sales_order_list
2. Pull its lines: kqm_sales_order_line_list
3. Review payments: kqm_sales_order_payment_list

Summarize quoting activity

1. List recent quotes with modifiedAfter to bound the window
2. Page through with pageSize=100 until a partial page is returned
3. Aggregate totals from quote lines / sales-order lines

Notes

• Always paginate fully before reporting totals — a full page of 100 results

usually means more pages remain.

• Use modifiedAfter to scope large pulls to a recent window.