Quotes

---
name: "Kaseya Quote Manager Quotes & Sales Orders"
description: >
  Kaseya Quote Manager quoting data: the quote → section → line item
  hierarchy, and the sales orders, order lines, and payments a quote becomes
  once accepted. Read-only tool surface.
when_to_use: >-
  When viewing or analyzing quotes, quote sections/lines, or sales orders in Kaseya Quote Manager.
  Use when: kaseya quote manager quote, kqm quote, kqm quote lines, kqm sales order, quote manager
  sales order, or quote sections lines.
---

# 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-quotes` or `connectwise-cpq-quotes`, and send it
  for signature with `pandadoc-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; use `xero-payments`
  or `qbo-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

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.