Attention: Please take a moment to read about the new proposal editor. You can quickly enable this on the dashboard by clicking on "Manage your profile" and enabling the simplified quote editor. This will simplify your proposal workflow even more.
You can view the previous release notes here.
Week 16
User interface
Salesbuildr can now scale with your browser window so you can have a better overview of on larger resolutions.
We started to add sortable columns troughout the interface. Not all have been enable yet, more to follow in the upcoming releases
Marketplace
Search: We have improved the speed and search capabilities of the marketplace to make it much more precise. You can now type "HP Probook i5" to just show HP Probooks with I5 in the description.
Quotes
You can now set a default mail address that receives notifications of approved quotes only.
Enabled instant inline editing when you drop a widget into a proposal.
Contacts
Salesbuildr will now pull in the Linkedin profile link for your contacts and display an icon that takes you to their Linkedin page. This required you to enable the Apollo.io integration.
Dashboard
We improved the dialogue for the manage my profile screen.
Suppliers
KPN Rout-IT
Items In Progress
Please take a minute to review and vote for new feature requests. If you would like to add a new feature request, you can do so using this link. We are currently working on the following items. Feel free to reach out if you have any questions. You can view all previous release notes here.
Opportunities
We are adding new filters for the opportunity category and source to the opportunity overview screen.
Quotes
You can now set a default mail address that receives notifications of approved quotes only.
Allow configuring "exempt from VAT" per line item to be able to support "BTW Verlegd."
We will notify you if there is an invalid payment term selected.
We are adding rule based options to apply transaction and shipping costs
We are working on adding favorite actions to the line item (delete, edit, update, view distributor) so you won;t have to navigate to the side panel
Suppliers
We are working on adding Pax8 to the marketplace so you can add new services to your catalogue from their marketplace and view customer subscriptions from the company, and quote dialogues.
We are working on support to import Dell Premier quotes
We are working on support to import HP i-quotes
Companies
We are working on an improved way of labelling companies
We are working on using the Autotask classification fields as company filters
When you use the Apollo.io integration, we will pull in more fields and add them to the company card (founded, employees, linkedinURL, vertical)
Contacts
You will be able to use customer labels contacts to indicate what kind of contact this is, marketing, sales, finance etc.
You will be able to send a template based email to a list of multiple contacts.
Templates
We are working on a button that lets you import templates from the marketplace into your template library with a single click.
Product catalog
We are working on support to import custom distributor price files into your catalogue.
We will notify you when you add a product that already exists using the MFPN.
We are adding support to enable you to determine what product specifications can be used as filters for end customers on the storefront category pages.
Storefront
Someone from the company-type MSP should be able to prepare a cart and share the cart for review with their customer.
When customers open proposals from the dashboard, it will open in presentation mode.
When a new company signs up, you can have them fill in custom fields that will update the related fields in Autotask, Connectwise or Dynamics. For example IBAN, VAT etc.
KPN Rout-IT
We added a field selector where you can indicate what Autotask field contains the KPN/RoutIT customer ID so we can automatically match them with the customer ID from KPN/RoutIT. This prevents you from having to link each customer manually. Make sure to link the UDF that contains the customer ID to Salesbuildr first.
We are adding filters to you can see what services from KPN are not yet in your catalog.
We are adding filters to you can see what services from KPN in your catalog, no longer exist in the KPN catalog.
Advanced importer
Use the advanced importer to import any distributor price file into your catalogue.
API
We added new fields to the qoute endpoint that can be used to fetch information
Company number
PO number
Shipping method
Customer note
Internal note
Delivery address