This article explains how to get started with Salesbuildr and how to find your way across the different pages and features.
Training video
Watch this video on YouTube to learn the benefits of Salesbuildr and how everything works. The video contains chapters to all relevant functions to make it easy for you to jump back and forth between highlights.
Here are the links from the video:
Getting ready for onboarding
Follow the pre-onboarding checklist to make sure you are ready to get started.
Post onboarding checklist
After completing the steps in the pre-onboarding checklist, you can walk trough the post-onboarding checklist to make sure you have completed all the steps necessary to start working with Salesbuildr.
After this steps, please continue reading below to follow all relevant links to the documentation.
The Dashboard
Below is a screenshot of your Dashboard. From here, you can take actions such as create a new quote, product or contact. The dashboard also shows a summary of your quotes sorter by different stages.
Your dashboard contains an overview of actions and a summary of your proposals in different stages as well as a navigation bar links to the following pages and subpages:
Dashboard: Read this article to learn about what you can do on this page.
Categories: Read this article to learn how to manage your categories.
Products: Read this article to learn how to manage your products and services.
Opportunities: Read this article to learn how to manage your opportunities.
Quotes: Read this article to learn how to create and manage quotes.
Companies: Read this article to learn how to create and manage companies.
Contacts: Read this article to learn how to create and manage companies.
Users: Read this article to learn how to create and manage your users.
Here are some links to get you on your way:
Learn how to create and send a simple quote in a couple of minutes.
Learn how to build a great looking template from scratch.
How to configure your product catalog and use the product bulk editor to keep it nice and clean. Looking for inspiration? View the example category structure
Learn how to configure dynamic pricing so that salesbuildr automatically updates your sales prices based markup rules that you set on product categories.
Learn how to add new products to your catalog or create a managed services bundle by combining multiple items from your catalog into a single line item.
Learn how to configure add-ons on product categories to standardise and automate your up-and cross sell items.
Learn how to create, manage and leverage landing pages.
Customer support and feature requests
Please use the chat icon on the bottom right of this screen to engage with our team. We provide support between 09:00 and 17:00 CEST from Monday to Friday.
Feature requests can be submitted using this link. Customers can vote on submitted feature requests to help drive our future roadmap.