The Kaseya Quote Manager integration with Microsoft Teams streamlines sales and procurement workflows by sending real-time notifications to Teams channels whenever activity occurs. Teams alerts enable faster processing when quotes are signed compared to email. Users can collaborate more efficiently using Teams features such as mentions, reactions and file attachments, reducing lengthy email threads. Deep links in notifications allow quick access to quotes or related Autotask opportunities, while customizable Teams channels let teams segment alerts, such as separating signed quotes from drafts or revisions.

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