This guide provides essential steps to help you navigate Salesbuildr and utilize its various features effectively.
Explainer Videos
If you are new to Salesbuildr, we recommend watching the videos below to quickly grasp how Salesbuildr can assist you with various workflows.
Click a tile to learn more about that specific module. Below are links that will direct you to relevant articles for each module that explain configuration and usage.
General OverviewThis video provides an overview of what Salesbuildr can do.  | CRMSee how you can manage companies and contacts using Salesbuildr.  Learn how to manage companies and contracts here. | WhitespaceLearn how to identify opportunities within your customer base.  Learn how to navigate the Whitespace overview here. |
Portfolio ManagementDiscover how Salesbuildr can help you standardize your sales portfolio.  Learn how to manage what you sell here. | Sales ManagementWatch how to track your sales performance and drill down as needed.  Learn more about opportunity management here. | Proposal EditorFind out how to create visually appealing proposals.  Learn how to create and send proposals here. |
Customer StorefrontsExplore what you can achieve with customer storefronts.  Learn how to set up storefronts here. | Product DemoWatch a detailed 37-minute product demo below.  |
Here are a few resources that offer insights and inspiration:
Preparing for Onboarding
Follow the pre-onboarding checklist to ensure readiness to start.
Post-Onboarding Checklist
After completing the pre-onboarding steps, review the post-onboarding checklist to confirm all necessary tasks have been completed before fully utilizing Salesbuildr.
After these steps, continue reading below for relevant links to the documentation.
The Dashboard
Below is a screenshot of your Dashboard. Here, you can perform actions such as creating a new quote, product, or contact, and view a summary of your quotes sorted by different stages.
Your dashboard provides an overview of actions and a summary of your proposals across various stages, along with a navigation menu linking to the following pages and subpages:
Dashboard: Read this article to learn 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 contacts.
Users: Read this article to learn how to create and manage your users.
Resources to Help You Get Started
Learn how to create and send a simple quote in minutes.
Discover how to build a professional-looking template from scratch.
Configure your product catalog and use the product bulk editor to maintain its integrity. Need inspiration? Check out the example category structure.
Learn how to configure dynamic pricing to have Salesbuildr automatically update your sales prices based on your set markup rules on product categories.
Learn how to add new products to your catalog or create a managed services bundle by combining multiple items into a single line item.
Learn how to configure add-ons for categories and products to standardize and automate your upsell and cross-sell offerings.
Learn how to create, manage, and leverage landing pages.
Customer Support and Feature Requests
Use the chat icon located at the bottom right of this screen to engage with our support team. We are available for assistance from 09:00 to 17:00 CEST, Monday through Friday.
You can submit feature requests using this link. Customers may vote on submitted requests to influence our future development roadmap.