Note: The 'BEFORE YOU BEGIN' steps below must be completed prior to beginning the onboarding list.
BEFORE YOU BEGIN:
Launch your instance
Use this link to launch your Salesbuildr instance. When the instance launch has completed sign in using your Microsoft or Google SSO business account.Send Us Your Existing Proposal Templates
Please send a sample of your default quote or proposal document to support@salesbuildr.com. As part of your onboarding package, we will convert your files into Salesbuildr templates. If you use both a quick quote (example - a simple hardware quote) and a formal proposal (example - a managed services proposal), please send one of each.
Accepted file types: .docx or .pdfPreparing your environment
Salesbuildr supports multiple platforms. Select your PSA or integration path:
Autotask PSA – Follow the setup steps in this article.
ConnectWise Manage – Follow the API member configuration steps in this article.
Halo PSA – Follow this article to configure Halo with Salesbuildr.
Custom Integration (Public API) – Use this article for integrating Salesbuildr with your own platform via our Public API.
Welcome to Salesbuildr! We're excited to help you get started. During our first onboarding meeting, we'll cover these key topics:
A short video overview is available to preview what we’ll accomplish.
1. Applying your company branding
To apply your brand:
Click your name in the top-right corner.
Go to
Settings → Site → Site Information.
Update:
Logo (use the pencil icon to upload a .jpg, .png, or .svg file)
Main color (choose a standard color or enter a color code) Note - this color will appear on your customer-facing quotes as the heading color)
Fonts (if your branding requires custom fonts you may upload them here).
For a deeper look at how branding impacts your portal and client documents, see this article.
2. Adding your team members
Team members will appear automatically once they sign in using SSO.
To manage their access:
Go to
Settings → Users & Access → Users.Click the pencil icon to edit permissions.
For details on permission levels and any billing considerations, see the Users and Permissions article.
Note: If your Microsoft Active Directory requires admin consent for apps, follow these steps to approve Salesbuildr as an authorized SSO application.
3. Reviewing Your Portfolio
If you’re using a PSA integration, all products, services, and labor sync directly into Salesbuildr.
To ensure a clean and efficient portfolio, complete the following steps:
For more details, refer to our full article on portfolio review.
Quick Portfolio Review Checklist
✓ Set Up a Category Strategy
Configure standardized markups for automated pricing:
Default markup for all categories:
Go to
Settings → Financial →Pricing Rules.
Apply the same Markup for individual categories:
Go to Products → Categories, click the pencil beside Markup, enter your percentage, and click Submit. This selection will make all sub-category markups the same.
Apply different markups for subcategories within a category:
Click the pencil beside each subcategory.
This ensures products used in quotes automatically apply the correct markup.
✓ Clean Up Legacy Products and Data
Use filters to identify products not found in any connected distributor catalog and unlist outdated or end-of-life items. NOTE - unlisting is NOT deleting and may be reversed at any time.
This keeps your portfolio clean and prevents outdated products from appearing in proposals.
✓ Enrich Product Information & Enable Dynamic Pricing
Enable dynamic pricing to pull distributor cost updates into Salesbuildr based on your markup rules.
To ensure accurate pricing from the daily feeds:
Clear outdated explicit cost/sales prices using filters
Allow Salesbuildr to apply enriched product data (images, descriptions, etc.) where available
This results in a dynamic, up-to-date product catalog and more accurate proposals.
4. Setting up your templates
We’ve added starter templates based on the examples you provided.
You can edit these or build new ones.
For guidance on editing templates and using widgets, refer to this article.
5. Setting up your email-templates
Default templates ensure you can send emails through Salesbuildr. You may easily edit our default templates to better fit your brand.
5.1 Technical: Configure Your Email Domain
Salesbuildr uses Sendgrid to send emails on your behalf.
Go to
Settings → Email → Settings / Domain Names
Add the required DNS records shown (CNAME, TXT, etc.)
Verify DNS
Set your default “From” address
Confirm your setup in the Email Configuration panel
You may add multiple email domains. Salesbuildr will use the logged-in user’s associated email address as the From address.
5.2 Functional: setup your email templates
Update customer-facing email templates to match your branding:
Go to
Settings → Email → Templates → Notifications
Start with:
External (customer-facing) emails
Signatures
Other outbound notifications
For a detailed guide on managing email templates, see this article.
6. Setting up your subdomain
(Advanced & Premium plans)
You may use a custom subdomain such as sitename.yourdomain.com.
Go to
Settings → Site → Custom DomainAdd the CNAME and TXT records shown in the “expected” field
Click Verify DNS
Once verified, click Send to notify the Salesbuildr development team
You will receive an email once the subdomain is active and your SSL certificate is provisioned
7. Book Your Onboarding Call
Once you have:
Set up at least one distributor
Sent us your sample quotes/proposals
Requested your custom subdomain (if applicable)
…you’re ready to begin onboarding.
Salesbuildr onboarding consists of two sessions.
Please use the link provided to schedule your first 45-minute session.
Additional Information
Security
Security is a top priority for Salesbuildr. Please review our security statement for details about our security measures. Contact us anytime if you need further clarification.
How Data Synchronization Works
When you enable your PSA integration, Salesbuildr performs an initial sync of users, companies, contacts, products, services, and labor.
Important: Salesbuildr will never delete data in your PSA.
You may set products and services to inactive from within Salesbuildr, and you can reactivate them at any time.
Salesbuildr can be evaluated or used alongside your existing quoting tools without disrupting your current workflow.
Entity Synchronization Overview
Salesbuildr Entity | Action in PSA | PSA Entity |
Users | Read | Users |
Companies (incl. UDFs) | Read, Create, Update | Companies |
Contacts | Read, Create, Update | Contacts |
Products | Read, Create, Update | Products |
Services | Read, Create, Update | Services |
Labour | Read | Labour |
Opportunities | Read, Create, Update | Opportunities |
Quotes | Create | Quotes |
Tickets (Coming soon) | Read, Create, Update | Tickets |
Purchase Orders (Coming soon) | Read, Create, Update | Purchase Orders |
Salesbuildr can also create companies and contacts in your PSA using our Apollo.io integration, which automatically enriches company data. See this article for more details.
Opportunities created in your PSA will sync into Salesbuildr so you can create linked quotes.
Note: Salesbuildr can create quotes, but does not synchronize PSA-created quotes back into Salesbuildr.
You're Ready to Get Started!
For a quick overview of Salesbuildr and links to all relevant documentation, use the Getting Started article.
If you have questions at any point:
Use the Intercom chat icon (bottom-right)
Or browse our documentation for step-by-step guides