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Creating customer storefronts

Learn how to manage self service purchasing

Updated over a week ago

NOTE: Customer storefronts are available as an optional module. See for options or reach out to learn more using the chat icon bottom right of this page.

In today's fast-paced business landscape, providing a seamless and convenient purchasing experience for your customers is paramount. At Salesbuildr, we understand the importance of empowering your clients with the ability to browse, select, and purchase products or services on their own terms. That's why we've developed our cutting-edge Customer Storefront module, an innovative solution that revolutionizes the way you interact with your customers.

Our Customer Storefront module is designed to offer a self-service platform that puts your customers in control, while simultaneously streamlining your sales processes and enhancing operational efficiency. With this powerful tool, your customers can enjoy a personalized shopping experience, tailored to their unique needs and preferences, available 24/7.

By leveraging the Customer Storefront module, you can unlock a world of benefits for both your business and your customers. From automation of order processing and quote generation to improved brand visibility and reduced operational costs, this module is a game-changer in the world of customer-centric sales.

In the following sections, we'll dive deeper into the features and configuration of the Customer Storefront module, providing you with a comprehensive guide to unlocking its full potential.

What are the benefits of using the customer storefront?

The Salesbuildr customer storefront module is a solution that empowers MSPs to deliver an exceptional purchasing experience while streamlining operations and boosting efficiency. By leveraging this module, you can unlock a multitude of benefits that will propel your business to new heights:

  1. Unparalleled Convenience: Offer your customers the ultimate convenience of self-service shopping with 24/7 access to your storefront. Customers can browse, select, and purchase products or services at their leisure, ensuring a hassle-free and personalized buying journey.

  2. Seamless Automation: Say goodbye to manual processes and embrace the power of automation. Salesbuildr seamlessly integrates with your systems, automatically generating opportunities, appending approved quotes with line items, and setting the status to "Approved." Your customers will receive instant order confirmations, enhancing their overall experience.

  3. Accelerated Sales Cycles: By eliminating lengthy negotiations and sales pitches, the direct-to-customer selling approach facilitated by the storefront module can significantly accelerate your sales cycles. Customers can proceed with purchases immediately, boosting your revenue streams and overall efficiency.

  4. Unmatched Customer Experience: Deliver a smooth and intuitive shopping experience that fosters customer satisfaction and loyalty. With a well-structured and visually appealing storefront, your customers will enjoy a delightful buying journey, strengthening their relationship with your brand.

  5. Real-Time Accuracy: Ensure your customers have access to the most up-to-date product information and pricing, minimizing confusion and potential disputes. The storefront module guarantees transparency and accuracy, building trust and credibility with your clients.

  6. Elevated Brand Visibility: Enhance your brand's online presence by offering a dedicated storefront platform. This additional touchpoint allows customers to engage with your business, reinforcing your brand identity and increasing your reach.

  7. Scalability and Growth: As your business expands, the digital storefront can effortlessly scale to handle increased customer traffic, ensuring a seamless experience for all your clients, regardless of your growth trajectory.

  8. Cost Optimization: By automating order processing and minimizing manual intervention, the customer storefront module significantly reduces operational costs, boosting your bottom line and allowing you to reinvest in strategic initiatives.

What can you sell trough the storefront?

Here's a list of products and services that can be effectively offered through the Salesbuildr customer storefront module for MSPs without the need for an extensive pre-sales process:

  1. Hardware and Devices:

    • Workstations, laptops, and peripherals (printers, scanners, webcams)

    • Network equipment (routers, switches, firewalls)

    • Storage solutions (NAS, backup appliances)

    • Mobile devices (smartphones, tablets)

  2. Software and Subscriptions:

    • Productivity suites (Microsoft Office, Google Workspace)

    • Antivirus and cybersecurity software (for individual devices)

  3. Licensing and Renewals:

    • Software licenses (operating systems, productivity suites)

    • Hardware warranties and support renewals

    • Subscription renewals (antivirus, backup solutions)

  4. Consumables and Accessories:

    • Computer components (RAM, hard drives, graphics cards)

    • Cables and adapters

    • Toners and ink cartridges

    • Carrying cases and protective gear

  5. Training and Certification Courses:

    • Online training courses

    • Certification exam vouchers

  6. Standardized Service Offerings:

    • Remote support packages (fixed number of support hours)

    • Basic website hosting and maintenance plans

    • Office 365 or G Suite migration and setup services

By focusing on these types of products and services, which typically have well-defined specifications and pricing, you can leverage the Salesbuildr customer storefront module to provide a self-service purchasing experience for their clients. This approach can streamline the sales process, reduce the need for extensive pre-sales consultations, and empower customers to procure the necessary resources efficiently.

Your customer dashboard

When your customer logs in, they land on the dashboard. From here, they gave access to the storefront, their proposal history, the virtual business card of their accountmanger and any custom tiles you have setup for them. Learn how to setup custom tiles for your end customers here.

Video explainer, see the end customer experience:

Watch the video below to see how your customers can use your self service storefront.

Using the storefront on a tablet

Here is a video of the storefront experience on an Ipad.

How to configure and enable a customer facing storefront

Create a new category for your customer

We recommend creating a seperate category structure for end customers. This can be used to serve all, one of multiple customers.

You can manage acces using the " Enable company visibility whitelist" switch on the main category settings tab. Here you can add one or more customers. If you disable this switch your storefront will be visible to everyone.

You can also turn on the "Hide products that are not in stock from end customers" to make sure to only show products that are in stock.

You can add images, text and programmable buttons to your storefront section by navigating to the content tab.

Your images and text will be visible to your end customer as shown below. This will provide your end customer with a personalised and premium experience.

Adding items to the shopping cart

End customers can browse the categories you have enabled for them, add products to their cart and proceed to the checkout process.

Side by side product comparisons

Your customers can compare products side by side by selecting what products to compare from the category page. This will dispay all product specifications pulled in from Icecat so they can make an informed decision.

Adding items from your catalog to your storefront

You can add any item from your sales portfolio to you storefront by adding it to your newly created customer specific subcategory where you want the item to show up.

  1. Navigation to the item from the product overview

  2. Selecting the pencil icon to edit it

  3. Select the category tab

  4. Add the newly created subcategory

  5. Click save

The item is now place in it's main category as well as the customer specific category. It will inherit the add-ons and pricing setting from the main category, unless you configure add-ons on the customer specific subcaterory. In that case these will be used instead of te add-ons on the main category.

Configure a template for order confirmations

When you customer uses the storefront to place an order, Salesbuildr will use the template that you have configured in the screen below to syncronise the order into your PSA platform and send the order confirmation as a PDF attachment to you and your customer.

In the templates setting tab, replicate the settings as shown below.

If you enable signature on approval, your customer contact will need to draw, type or upload their signature in via then manage my profile button on the dashboard, as shown below. This signature will be used for the order confirmation PDF.

Setting up a order confirmation landing page

In addition to the template that will be used to send the order confirmation, you can create a custom landing page that will displayed after your customer places the order.

Landing pages can include and display text, images, video's, customisable buttons and product categories from you catalog. Use them to manage your customers expectations after closing the sale. Read this article to learn how to configure thank you landing pages for order confirmations.

At the bottom of the template settings page, you can select the order confirmation landing page under thank you page.

Example template for order confirmations

We have created an example template that is available under the template marketplace tab.

Alternatively, you can copy the text below and paste it in your template as a starting point:


{{contact.firstName}} {{contact.lastName}}


{{}} {{}}

Quote number: {{quote.number}}

Payment terms: {{quote.paymentTerms}}

Approved date: {{date quote.approvedAt}}

Note: Please keep this email for your records as it contains important information about your order.

Dear {{contact.firstName}}

Thank you for your order! We're thrilled you've chosen to elevate your business with us. Your trust in us is not just a transaction; it's a partnership we value deeply. We will order, install, configure and dispatch the items in your order to the address you have provided.

Please let us know any questions you may have using the chat tab on your approved order. The items will be shipped to:


{{}} {{}}


Do you have any questions following this message? Please contact us.

Best regards,

{{owner.firstName}} {{owner.middleName}}{{owner.lastName}}




Test your storefront

If you would like to test the self service storefront you can create a test customer and contact. Give them access as described above and use the contact so sign in to your storefront so make sure everything is working as expected.

Enable login for customers

When you are ready, use the switch under manage login to allow customer company to sign-in to your instance.

Next, use the pencil icon to edit your customer and navigate to the Admin tab. Here make sure to turn on "Allow self service orders"

You can turn on the optional customer approval workflow. Any orders that are higher than the amount specified will be sent to the contacts that you speficy here for approval. Set the value to 0 if you want all orders to be sent for approval. Read more in the customer specific approval workflow article.

If needed, you can also provide granular access by enabling or disabling login for specefic customer contacts.

You can sent out invites for your storefront using the email icon

This message that will be send to your customer contact will be based on the email template that is configured under Admin, Email Templates, Sign-up notifications, Message 2.

You can customise this template to make it fit your brand, messaging and tone of voice guidelines.

After completing the steps in this article, you are ready to let the selected end customers place order in their own personalised storefront.

How to enable payments using Stripe

Salesbuildrs Stripe integration enables you to request payment for non-recurring items during self service checkout. You will need to setup a Stripe account to be able to use the Stripe payments feature. Read this article to learn how to setup the Stripe integration.

How to set a credit limit

You can set a universal credit limit that applied to orders can are sumbitted trought the storefront.

You can overrride the universal credit setting on a per customer basis by navigating to the company admin tab.

When you set the credit limit to 0, customers can't place an order on credit. You can use the Stripe payments integration to request payment for the one time costs. If the order contains recurring costs, you will have to setup a contract to invoice them seperatly.

Onboarding new customers

After we have enabled self onboarding for your Salesbuildr instance, end customers that are not yet know in your system and want to place and order can onboard themselves by loggin in.

From here they will need to select an authentication method.

After login they will be presented with a screen to provide more information.

You will receive a system notification.

Click the link to go to the company page for review. Click approve to create the customer and contact in your system.

After approval, your customer will receive a welcome message. The message below is an example. You can customise the message by navigating to Admin, Configuration, Email templates and selecting message 3 under Sign-up notifications.

Your customer contact can now login and place orders.

If you want to view the companies pending approval, you can view them under the companies tab using the "pending" filter onder the Approved section.

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