We now display address information on the company card for quick access to customer details.

Streamlined the process of creating new RoutIT services by only showing categories that contain services as to prevent adding the new services to an incorect category.

We now trigger an opportunity sync when you chang the primary quote within an opportunity for real-time data accuracy.

We have added filters for Category and Source on the Opportunity page to help users find specific opportunities more easily.

Implemented a duplicate name check when creating a product, providing a warning to maintain catalog integrity.

Enhanced the quote approval process by allowing internal users to select products and view prices and distributors after approval of the quote to make it easy to review prices.

Added email recipient functionality for all approved quotes, ensuring smooth communication with clients.

We have added support for the Irish market for Ingram Micro, expanding product availability for our Irish customers.

We implemented a new integration with EET, a leading distributor in several European countries.

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

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

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)

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.

We are working on a button that lets you import templates from the marketplace into your template library with a single click.

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.

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.

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.

Use the advanced importer to import any distributor price file into your catalogue.

Company number

PO number

Shipping method

Customer note

Internal note

Delivery address