WYRE-AI 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.
Anti-triggers
- Creating, editing, or sending a quote — this surface is read-only. Build
the quote in
salesbuildr-quotesorconnectwise-cpq-quotes, and send it for signature withpandadoc-documents. - Kaseya BMS, VSA, or Datto RMM — different Kaseya products sharing the vendor name. Quote Manager is the former Datto Commerce and holds no tickets, agents, or devices.
- What was bought to fulfil the order — purchase orders, suppliers, and
cost sit on the buy side in
kaseya-quote-manager-purchasing. - Recording the payment in the books —
kqm_sales_order_payment_*reports what Quote Manager captured, not the accounting ledger; usexero-paymentsorqbo-payments. - An Autotask quote — the other Kaseya PSA holds its own quote and
quote-item entities that Quote Manager never sees, despite the shared
vendor name; use
autotask-quotes.
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
- Find the quote:
kqm_quote_list(filter by customer / modifiedAfter) - Get the quote:
kqm_quote_getwith the quote id - List its sections:
kqm_quote_section_list - For each section, list lines:
kqm_quote_line_list
Trace a quote to revenue
- Locate the sales order:
kqm_sales_order_list - Pull its lines:
kqm_sales_order_line_list - Review payments:
kqm_sales_order_payment_list
Summarize quoting activity
- List recent quotes with
modifiedAfterto bound the window - Page through with
pageSize=100until a partial page is returned - 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
modifiedAfterto scope large pulls to a recent window.