Salesbuildr works with templates that can be applied to quotes and the self-service feature. To manage your templates, navigate to the quote tab and select templates to view your template library.
Configuring template styling defaults
From your dashboard, go to the Quotes tab and open Styling to access your template styling options. You can configure the default appearance for your templates in the following sections:
General tab: (NOTE: - most MSPs find the default settings work well. Best practice is to leave these defaults as they are
Adjust the top, right, bottom, and left margins.
(Optional) Upload header and footer images. Header and footer images will appear at the top and bottom of each page. When you apply a page break the header and footer images will appear.
Heading tab:
Choose a heading color.
Set the heading font size.
Adjust heading line height.
Configure heading spacing.
Text tab:
Select the default text color.
Choose paragraph alignment.
Set the text font size.
Adjust line height.
Define paragraph spacing.
Page numbering tab:
Enable or configure page numbers on quote PDFs.
Include numbering on the cover page and image widgets.
Adjust vertical and horizontal positioning.
Select the page number color.
Set the pagination font size.
Choose where page numbers appear.
Adding a Header and Footer Image
NOTE - If you uploaded a header and/or footer in the 'Stying' section the images will appear on every template. Optionally you may add headers and/or footers on the individual quote level by following these instructions:
You may customize your templates by adding header and footer images. Below are example Canva designs you can use:
Our example image is 595x67 pixels. Use PNG or JPEG.
After adding your images, update the top and bottom margins in the Styling tab to ensure your design fits properly.
Template Styling
Each template and quote has its own Styling tab where you can override the default settings if needed.
The Template Heading Font Size controls the text size used in the financial summary and attachment sections.
All new templates start with the default styling configuration, but you can customize settings for individual templates at any time.
Custom Fonts
You can upload your own fonts for use in your templates.
Read this article to learn how to upload custom fonts.
These font settings will be applied automatically to new templates you create.
Template Customization
You can create as many templates as you need and personalize each one by adding:
Cover pages
Images
Text
Video media
Attachments (PDF whitepapers, case studies, marketing material, etc)
Footers
Localization
If you need to translate buttons, row headers, or fields into another language, you can use localization sets.
For step-by-step instructions on adding languages and creating multilingual templates, refer to the localization guide.
Creating a new template from a quote
When you have created a quote that you would like to use as a template, use the "Create template from this quote" button to add it to your library.
Cover pages
You may create a library of cover pages that can be used in templates and proposals. Best to use high quality (150 dpi/ppi) A4 size image in PNG or JPEG.
Dynamic fields (Variables)
Salesbuildr populates a list of dynamic fields (variables) that can be used to personalise templates, widgets and quotes. Dynamic fields will be automatically filled in based on the customer and contact you selected during the quote creation workflow.
Company Information (Your Customer)
Basic Details
{{company.name}}- Company name{{company.number}}- Company identifier{{company.taxId}}- Tax identification number{{company.autotaskCompanyId}}- Autotask integration ID{{image company.logo}}- Inserts the customer’s company logo. You can set size, e.g.{{image company.logo width=160 height=160}}
Company Address
{{company.address.companyName}}- Company name for address{{company.address.contactName}}- Contact person name{{company.address.street}}- Street address{{company.address.apartment}}- Apartment/unit number{{company.address.city}}- City{{company.address.state}}- State/province{{company.address.zip}}- Postal code{{company.address.country}}- Country
Account Manager set in your PSA for the customer
{{company.accountManager.fullName}}- Full name{{company.accountManager.firstName}}- First name{{company.accountManager.lastName}}- Last name{{company.accountManager.middleName}}- Middle name{{company.accountManager.email}}- Email address{{company.accountManager.phone}}- Phone number{{company.accountManager.role}}- Job title/role{{company.accountManager.bookADemoUrl}}- Demo booking link
Contact Information (your customer contact person)
Contact Details
{{contact.fullName}}- Full name{{contact.prefix}}- Name prefix (Mr., Ms., etc.){{contact.firstName}}- First name{{contact.middleName}}- Middle name{{contact.lastName}}- Last name{{contact.suffix}}- Name suffix (Jr., Sr., etc.){{contact.email}}- Email address{{contact.phone}}- Phone number{{contact.role}}- Job title/role
Quote Owner/Salesperson (person sending the quote)
Owner Details (Manage this in your profile in Salesbuildr)
{{owner.fullName}}- Full name{{owner.prefix}}- Name prefix{{owner.firstName}}- First name{{owner.middleName}}- Middle name{{owner.lastName}}- Last name{{owner.suffix}}- Name suffix{{owner.email}}- Email address{{owner.phone}}- Phone number{{owner.role}}- Job title/role{{owner.bookADemoUrl}}- Demo booking link{{image owner.avatar width=160 height=160}}- your Profile picture
Quote Creator (Person creating the quote)
Quote Information
Basic Quote Data
{{quote.number}}- Quote number{{quote.title}}- Quote title{{quote.poNumber}}- Purchase order number{{quote.paymentTerms}}- Payment terms{{quote.signatures}}- Signature information
Quote Dates
{{date quote.createdAt}}- Quote creation date{{date quote.sentAt}}- Quote sent date{{date quote.approvedAt}}- Quote approval date{{date quote.expiresAt}}- Quote expiration date{{date quote.contractStartDate}}- Contract start date{{date quote.contractEndDate}}- Contract end date{{quote.contractDuration}}- Contract duration
Quote Totals
{{quote.total.oneTime}}- One-time charges total{{quote.total.week}}- Weekly recurring total{{quote.total.month}}- Monthly recurring total{{quote.total.quarter}}- Quarterly recurring total{{quote.total.year}}- Annual recurring total
Quote Items (use with {{#each quote.items}})
{{quote.items.title}}- Item name{{quote.items.description}}- Item description{{quote.items.quantity}}- Item quantity{{quote.items.isEligibleForLeasing}}- Leasing eligibility{{quote.items.showInLeasingTable}}- Display in leasing table
Leasing Information
{{quote.leasing.withTax}}- Leasing amount with tax{{quote.leasing.withoutTax}}- Leasing amount without tax{{quote.leasing.afterFirstMonth}}- Leasing after first month{{quote.leasing.withOtherRecurring}}- Leasing with other recurring charges
Delivery Address
{{quote.deliveryAddress.companyName}}- Delivery company name{{quote.deliveryAddress.contactName}}- Delivery contact name{{quote.deliveryAddress.street}}- Delivery street address{{quote.deliveryAddress.apartment}}- Delivery apartment/unit{{quote.deliveryAddress.city}}- Delivery city{{quote.deliveryAddress.state}}- Delivery state/province{{quote.deliveryAddress.zip}}- Delivery postal code{{quote.deliveryAddress.country}}- Delivery country
Servicing Branch (Your Company information)
Branch Details
{{servicingBranch.name}}- Branch name{{servicingBranch.address.companyName}}- Branch company name{{servicingBranch.address.contactName}}- Branch contact name{{servicingBranch.address.street}}- Branch street address{{servicingBranch.address.apartment}}- Branch apartment/unit{{servicingBranch.address.city}}- Branch city{{servicingBranch.address.state}}- Branch state/province{{servicingBranch.address.zip}}- Branch postal code{{servicingBranch.address.country}}- Branch country
Site Configuration
{{siteTitle}}- Website/portal title
Template Helpers
Conditional Rendering
{{#if quote.total.month}}{{quote.total.month}}{{/if}} {{#if user}}{{user.fullName}}{{else}}Anonymous User{{/if}}Iteration
{{#each quote.items}} <li>{{quantity}}x {{title}} - {{description}}</li> {{/each}}
Applying quote settings to templates
In Settings > Quotes > Configuration, you can set default quote settings that will automatically apply to any quote created from a specific template. This allows you to create presets tailored to different proposal scenarios.
Thank you pages
When a customer approves a quote, you can now redirect them to a thank you page. You can create a new landing page to tell your customer what will happen next. You can select the specific landing page in the quote settings.
Widget Templates
You can view and manage your widget templates by going to Quotes > Widgets.
Widgets act as pre-built content blocks that can include:
Text
Images
Media (videos)
Items from your portfolio - products and/or services
These widgets may be dragged and dropped into quotes or templates to speed up your creation process.
Saving Quote Sections as Widgets
While editing a quote, you can save any page section—including text, media, or products—as a widget.
To do this, click the copy icon in the top-right corner of the section.
This allows you to reuse useful content and work more efficiently when building future quotes.
Item Widgets
An content/item widget lets you add one or more catalog items to a widget.
When you insert this widget into a template or drag it into a proposal, the associated portfolio items are added automatically.
Using Videos, Widgets, and Template Settings in Salesbuildr
Salesbuildr provides powerful tools to enhance your proposals—making them more engaging, personalized, and consistent. This guide covers how to use videos, widgets, templates, and localization settings effectively.
1. Adding Personalized Videos to Proposals
Incorporate video content to make your proposals more dynamic and memorable. You can embed videos by simply pasting Loom or YouTube links directly into your proposal.
Benefits of Using Video
Higher engagement: Adds a personal touch and builds rapport.
Better understanding: Explains complex IT solutions visually.
Competitive edge: Differentiates your proposals with rich media.
Improved retention: Multimedia content is easier to remember.
Scalable: Works seamlessly with templates and automation.
Supports the sales cycle: Great for updates, walkthroughs, and follow-ups.
2. Working With Widgets
Widgets let you reuse structured content across quotes and templates, improving consistency and saving time.
Image Widgets
Use full-screen images with text overlays to add high-quality visuals to your proposals.
Locked Widgets
Prevent specific widgets from being edited by unauthorized users—ideal for legal, pricing, or compliance content.
Widget Attachments
Attach documents (e.g., datasheets, agreements) to a widget so they are automatically included whenever the widget is added to a proposal.
Linked Widgets
Link a widget—such as Terms & Conditions—across multiple templates.
When you update the widget, all linked templates update automatically. Linking a widget is optional and only works when adding a widget to a 'Template'. You cannot link a widget to a quote.
3. Assigning Templates to Customers
You can assign a default template to a specific customer:
Go to the customer’s Admin tab.
Select the template to be used as their default.
This ensures the customer always receives proposals based on the correct template.
5. Translating Templates With Localization Sets
Localization sets allow you to tailor templates and quotes to different languages and formats.
You can configure:
Language
Number formatting
Date formatting
Apply a localization set to any template or quote to create multilingual proposals.
6. Sending Quotes From Multiple Company Entities
If your MSP works across multiple entities or business lines, you can configure proposals to display the correct company details.
How it Works
Assign a servicing branch to a customer via the Customer > Edit (pencil icon) > Admin tab.
Insert servicing branch dynamic fields into your templates.
The proposal automatically displays the correct company name and address.
If no servicing branch is assigned, your default company information is used.
Use the Company Bulk Editor to assign servicing branches to many customers simultaneously.