Before You Begin
Pre-Onboarding Checklist
Before diving into Salesbuildr, complete our pre-onboarding checklist to ensure you have everything ready for a smooth start.
Post-Onboarding Checklist
Once you've completed onboarding, review the post-onboarding checklist to confirm all necessary setup tasks have been completed.
Quick Start: Watch & Learn
New to Salesbuildr? Start with these videos to understand how the platform can streamline your workflows.
Core Platform Overview
General Overview - Discover what Salesbuildr can do for your business
Watch Overview Video
Full Product Demo - Comprehensive 37-minute walkthrough
Watch Product Demo
Module-Specific Videos
Module | What You'll Learn | Video Link | Documentation |
Companies and Contacts | Manage companies and contacts efficiently | ||
Whitespace | Identify opportunities within your customer base | ||
Portfolio Management | Standardize your sales portfolio | ||
Sales Management | Track performance and manage opportunities | ||
Proposal Editor | Create visually appealing proposals | ||
Customer Self-serve portals | Set up self-service portal |
Understanding Your Dashboard
Your dashboard is your command center in Salesbuildr. Here's what you can do:
Create new quotes, products, and contacts with quick-action buttons
View a summary of your proposals by stage
Access all major modules through the navigation menu
Key Pages:
Dashboard - Your activity overview (Learn more)
Categories - Organize your product portfolio (Learn more)
Products - Manage your catalog (Learn more)
Opportunities - Track your sales pipeline (Learn more)
Quotes - Create and manage proposals (Learn more)
Companies - Maintain customer records (Learn more)
Contacts - Manage individual contacts (Learn more)
Users - Control team access and permissions (Learn more)
Essential Setup Tasks
1. Create Your First Quote
Learn how to create and send a professional quote in minutes.
Quick Guide: Send a Proposal
2. Build Your Quote Templates
Design professional-looking templates that match your brand.
Managing Quote Templates
3. Configure Your Product Catalog
Set up categories and organize what you sell.
4. Set Up Dynamic Pricing
Automate pricing updates based on your markup rules.
Configure Dynamic Pricing
Advanced Features
Create Service Bundles
Combine multiple items into a single line item for managed services offerings.
How to Create a Bundle
Configure Add-Ons
Standardize upsell and cross-sell offerings for categories and products.
Setting Up Add-Ons
Set Up Landing Pages
Create and manage custom landing pages for your offerings.
Landing Pages Guide
Additional Resources
Downloadable Guides
Need Help?
Customer Support
Click the chat icon at the bottom right of any page to connect with our support team.