Frequently asked questions (FAQ)

Salesbuildr can be used as a standalone quoting platform or integrated with PSA and CRM tools:

Supported Integrations:

For Standalone Use: You'll need either a Microsoft 365 or Google Workspace account, plus a list of products and services you'd like to offer.

With standalone mode, you can create customers, contacts, and quotes directly in Salesbuildr. Approved quotes can be exported with full line item details for downstream processing in your finance or accounting tools.

👉 Next Steps: See the pre-onboarding checklist for a step-by-step guide.

The Salesbuildr-Autotask integration streamlines your sales processes through these key features:

1. Customer Data Synchronization After initial synchronization, Salesbuildr uses Autotask webhooks to receive updates for new and existing companies and contacts. Dynamic fields ensure quotes automatically contain up-to-date company and contact information.

2. Product Synchronization Salesbuildr syncs products from Autotask and automatically updates products in Autotask when you add them to a quote and update them in Salesbuildr.

3. Services Synchronization After initial synchronization, Salesbuildr checks Autotask for new and updated services every 10 minutes for linked service codes. This ensures your portfolio stays current when using integrations from Ingram Micro, Pax8, CSP Portal, or Applicationlink.

4. Labor Synchronization Salesbuildr syncs labour from Autotask so you can use it on quotes and as add-ons on products or bundles.

5. Opportunity Management When an opportunity is generated, Salesbuildr automatically creates a corresponding opportunity in Autotask and keeps it updated according to your configured rules.

6. Quotes and Proposals Quotes created in Salesbuildr are directly created under the linked opportunity in Autotask. Status changes are reflected instantly, and the opportunity stage and status update according to your opportunity settings.

7. Order Management When a customer approves a quote in Salesbuildr, the quote and related opportunity update in Autotask. The signed quote is uploaded as a PDF, including any PDF attachments. You can then run the won opportunity wizard to proceed with fulfillment by converting the opportunity into a ticket, project, or recurring service contract.

Charges do not get imported from Autotask. If you want to convert hours to charges in Autotask, you'll need these hours as a product within Salesbuildr, which you can then convert to charges in the won-wizard in Autotask.

Yes. If you set up a parent-child relationship in your PSA, this relationship is usable within Salesbuildr. A user under the "parent" organization will be able to accept quotes for the "child" when logging in.

Salesbuildr has a comprehensive catalog that enables you to sell any combination of:

Additional Features:

Automatic Product Information: If you create a product with a manufacturer part number (MPN), Salesbuildr will automatically download images, name, and description from our product content database. If the product is offered by one of your connected distributors, it will also download pricing and availability.

If you use Autotask or Dynamics 365 Business Central, Salesbuildr can automatically import your inventory so it appears in Salesbuildr.

If you are an Admin and other users are not, you have more visibility. Make sure the product is part of a category so other users with restricted permissions can see the product too.

Yes. As long as the product or service has not been added to a quote, a bin icon will appear next to the product in the products tab, enabling you to remove it from Salesbuildr.

Yes. You can add a selection of products and services from your catalog into a customer pricing book. Read this article to learn how.

You can edit that field on the Admin tab in the product edit dialog.

Yes. When going to the pricing page on a product, you can edit existing custom prices and delete them from there.

Yes, with the premium plan. You can export your catalog to CSV for external analysis or downstream processing. Use the export button on the products tab to export the filtered products. View export sample.

Yes. By default, the manufacturer part number (MPN) is hidden. You can make it visible to customers through the quote configuration settings, or enable this on a per-quote basis.

Yes. By default, product availability is hidden for customers. You can make it visible through the quote configuration settings.

Yes. You can set whether a line item displays using the name, description, or name+description fields. For services, you can also choose invoice description. Configure this in the quote configuration settings.

Yes. By default, you can set basic approval workflows based on order value, discount, or items from specific categories. The premium plan offers advanced approval workflows.

Yes. You can configure external email addresses to receive quote notifications through the quote configuration settings.

Yes. You can choose to send the quote as a PDF attachment, though we don't recommend this as you cannot change a PDF after it has been sent.

Yes. You can make the purchase order number (PO) field visible through the quote configuration settings. When enabled, customers can add a PO number during quote approval.

Yes. Your customer can add a note during quote approval. This will be sent to the Autotask opportunity entity for use in downstream processes.

Yes. You can invite your supplier, enable sign-in access, and provide the user with the template edit permission role. They can then log in and will only have access to your template library.

An already approved proposal cannot be withdrawn. However, you can copy the quote within the same opportunity and send a new proposal if the customer requires adjustments after signing. You can then delete the incorrect approved quote. Make sure you also delete the approved quote in your PSA (Autotask/ConnectWise).

Navigate to Admin > Quotes > Quote Settings and enable "Turn on anonymous approvals for your site." Then select the quote settings tab and enable both "This quote can be approved without logging in" and "Hide sign in options for anonymous user on quote presentation page."

For each template, ensure "This quote can be approved without logging in" and "Hide sign in options for anonymous user on quote presentation page" are enabled on the template settings page.

If you run Autotask, change quote numbering by navigating to Admin > Features & Settings > System Settings. Expand the CRM section to adjust the "Next quote number."

Yes, with the premium plan. You can export your quotes to CSV for external analysis or downstream processing. Use the export button on the quotes tab to export filtered quotes. View export sample.

This is usually caused by:

How to fix:

Yes, with the premium plan. You can export your companies to CSV for external analysis or downstream processing. Use the export button on the companies tab to export filtered companies.

Exported columns:

Salesbuildr can automatically download product information, pricing, and availability from a wide range of distributors. View the latest overview of supported distributors on this page, which also contains instructions on how to request credentials for pricing feeds.

Yes, with the premium version. You can import vendor quotes, special bids, or lists of products and services into your catalog, customer pricing books, or quotes. This includes importing products with a bill of materials (BOM).

Supported formats:

Read the Quick Guide: Importing products, quotes and special bids to learn how this works.

Emails may end up in spam folders for various reasons, many beyond Salesbuildr's control:

Common Factors:

Review Content: Ensure email content doesn't contain spam-associated keywords

Check SPF/DKIM/DMARC: Verify these records are correctly configured in your DNS settings

Monitor Sender Reputation: Use tools to monitor your sending IP address reputation and take corrective action if needed

Track Engagement: Monitor recipient engagement and adjust strategies accordingly

Consult IT: If firewall settings are suspected, work with the recipient's IT department to adjust settings or whitelist your domain

While Salesbuildr facilitates email sending through SendGrid, it doesn't control the receiving end, particularly firewall settings of the end customer's domain. These settings are managed by the customer's IT department.

Important: Salesbuildr cannot provide support for spam folder issues related to customer firewall settings. End customers should consult their IT department or firewall/spam vendor to whitelist emails from your domain.

SendGrid indicates that Uceprotectl3 is not a reliable spam filter source. Independent research supports this view (sources: TransIP and Reddit).

Uceprotectl3 is the only party blacklisting SendGrid IPs, aiming to be paid for removal or automatically removing listings after 7 days.

Solution: Either remove Uceprotectl3 as a spam filter source yourself, or request customers to do so, referring to sources documenting Uceprotectl3's questionable practices.

All data export features require the premium plan.

Use the export button on the products tab. View export sample

Use the export button on the quotes tab. View export sample

Use the export button on the companies tab.

All exports are in CSV format for external analysis or downstream processing.

Step 1: Verify the API user's credentials and permissions in your PSA (Autotask, ConnectWise, or Halo PSA)

Step 2: Navigate to Admin → Integrations → Manage in Salesbuildr and attempt to reconnect the integration

Step 3: Check the sync status in the relevant record (e.g., Opportunity or Quote)

Step 4: If issues persist, contact our support team