Salesbuildr works with templates that can be applied to quotes and the self-service checkout. To manage your templates, navigate to the quote tab and select templates to view your template library. Watch the video below to learn how you can create and manage templates.

From your dashboard, navigate to the quote tab and select Styling to open the styling page. Here you can set styling defaults for your templates:

Watch the video below to learn how to apply a header and footer image to your templates. Our example image is 595x67 pixels. Use PNG or JPEG.

Here are links to example designs in Canva

When you add a header and footer image, make sure you adjust your top and bottom margin in the styling tab to accomodate for your design.

Each template and quote has it's own styling tab where you can override the default if needed. The Template heading font size is used for the financial summary and attachment sections.

Each template you create will apply the defailt styling configuration, but you can override these settings for indivual templates if needed.

Read this article to learn how to upload custom fonts. The settings on this page will be applied to new templates you create.

You can create as many templates as you want and personalise each template using cover pages, images, text, attachments and footers.

You can use localisation sets to translate buttons, row headers and fields in another language.

When you have created a quote that you would like to use as a template, use the "Create template from this quote" button to add it to your library.

See how you can copy a template below:

You can create a library of cover pages that can be used in templates and proposals. Best to use A4 or Letter in PNG or JPEG.

Salesbuildr populates a list of dynamic fields that can be used to personalise templates, widgets and quotes. Dynamic fields will be automatically filled in based on the customer and contact you selected during the quote creation workflow.

On the template setting tab, you can program default quote settings that should be applied to each quote that is based on this specific template. This enables you to use presets for different proposal scenarios.

When a customer approves a quote, you can now redirect them to a thank you page. You can create a new landing page to tell your customer what will happen next. You can select the specific landing page in the quote template settings. (Watch video)

You can view and edit your existing widget templates by navigating to Admin, Quotes, Widget Templates. You can view widgets as pre-programmed pages filled that can contain text, items from your portfolio or images. Widgets can be dragged and dropped into quotes or templates as seen in the image below.

While editing a quote, if you want to save a page section (comprising text, media, or product) as a widget, use the copy icon located at the top right corner of the page section. This way, you can reuse valuable content and save time during the quote preparation process.

Use item widget to add one more items from your catalog to your widget so when you use this widget in a template or drag and drop it into your proposal, you instantly add the linked portfolio items too.

By integrating video content, you can take your proposals to new heights, captivating potential clients and conveying your value proposition in a truly engaging and memorable way.

Here's how this feature can benefit your MSP:

📼 Enhanced Customer Engagement: Videos add a human touch, fostering trust and rapport with your prospects from the very start.

🧠 Improved Comprehension: Explain complex IT solutions visually, ensuring clients fully understand your offerings.

💪 Competitive Differentiation: Stand out from the crowd with a unique, multimedia approach to sales proposals.

🔒 Increased Retention: People retain information better when presented in a multimedia format, boosting recall of your key messages.

🌐 Scalability: Leverage templates and automation to efficiently create customized videos for each prospect.

📈 Nurture Relationships: Use videos throughout the sales cycle to provide updates, answer questions, and celebrate milestones.

You can start incorporating existing Loom or YouTube videos by simply pasting the URLs into your Salesbuildr proposals. Imagine the impact of:

▶️ Product/Service Walkthroughs

▶️ Client Testimonials

▶️ Executive Introductions

▶️ Instructional/Training Videos

▶️ Proposal Walkthroughs

See how to use this new feature below:

You can create image widgets that have a full screen image and background with text in front of it. This can be used if you want to create high quality images to be used in proposals. See the video below for an example.

A widget that is locked will prevent the contents from being updated by a user that does not have the required permissions. This ensures compliance for specific services or conditions.

By using widget attachments you can ensure that the required attachments for a specific product, service or solution are automatically added to your proposal.

If you have a number of different templates and you want them to have the same widget containing your terms and conditions, you can linked that widget to your template as shown below. Anytime you change the linked widget, all the templates that are linked to that widget are automatically updated.

You can link a default template to a specific customer by navigating to the customer admin tab and selecting the template that needs to be applied.

You can create localisation sets that can be applied to templates and quotes. Localisation sets enable you set the language, number and date notations that are shown on quotes. See the video below:

When you operate from multiple company entities (sometimes called line of business) you need to be able to present the correct company information when sending a proposal.

Salesbuildr enables you to configure a servicing branch for a specific customer using the admin tab when editing a customer company.

When editing a template, you can now insert the servicing branch dynamic fields that will the display company information and address fields for the servicing branch that is linked to a specific customer.

If no servicing branch is configured for a customer, Salesbuildr will use your default company name and address.

You can use the company bulk editor to apply a servicing branch to a large group of customers at once.