Note: in this onboarding list we assume you've done all the config steps listed in the dropdown below
Config to complete before onboarding:
Config to complete before onboarding:
Launch your instance
Launch your Salesbuildr instance via this link, ensuring you sign up with your Microsoft or Google SSO business account.
Preparing your environment
Salesbuildr has native support for Autotask and Connectwise Manage. Please select your PSA and follow the steps accordingly.
Autotask PSA
Visit this page for detailed instructions on setting up your API member for Salesbuildr.
Connectwise Manage
Visit this page for detailed instructions on configuring your API member for Salesbuildr.Halo
Visit this page for detailed instructions on how to setup Halo with SalesbuildrCustom integration using our Public API
Visit this page for detailed instructions on integrating Salesbuildr with your existing platform using our Public API.
Welcome to Salesbuildr! We're excited to help you get started. During our first onboarding meeting, we'll cover these key topics:
The video below shows a quick overview of what we aim to achieve by following these steps.
1. Apply your company branding
To align Salesbuildr with your brand, go to Settings > Site > Site Information. Key elements to update include the logo, main color, and fonts. For details on how these changes will appear in your portal and client documents, refer to this article.
2. Adding your team members
Once team members log in with their SSO credentials, they will appear under Users > All Users. Use the pencil icon to assign them the appropriate permissions. For details on permission levels and potential billing implications, see our article on Users and permissions.
NOTE: If your Microsoft Active Directory is set to require admin consent for apps with SSO, follow these steps to approve Salesbuildr as an authorized app.
3. Review Your Portfolio
With Salesbuildr’s PSA integration, all products, services, and labor are synced directly from your PSA. To start with a clean, optimized portfolio, follow these steps. For more details, refer to our full article on portfolio review.
Quick Checklist:
Set Up a Category Strategy
Configure standardized markups for each category to automate pricing. Use the category markup option to set general markups for subcategories or customize by individual category if needed. This strategy simplifies pricing by automatically applying these markups to products in quotes.Clean Up Legacy Products and Data
Filter and 'unlist' outdated or end-of-life products that are no longer relevant by checking which items are not found in any connected distributor’s catalog. This step prevents these products from appearing in proposals and keeps your portfolio up-to-date.Enrich Product Information and Enable Dynamic Pricing
Enable dynamic pricing to automatically sync distributor updates for cost prices, ensuring Salesbuildr reflects the latest distributor pricing along with your defined category markup. To remove outdated explicit prices, use filters to clear any explicit cost or sales prices. This allows Salesbuildr to apply real-time updates and enriched product details like descriptions and images where available.
These steps will create a clean, organized, and dynamic portfolio that automates pricing updates and enhances proposal accuracy.
4. Setup your templates
Based on the samples you provided, we've added starter templates as part of your onboarding. Feel free to tweak these templates. Use this article to go through the basics on how to edit your templates and widgets.
5. Setup your email-templates
We'll begin by ensuring you can send emails through Salesbuildr and then continue by creating new templates to better fit your brand.
5.1 Technical: Configure your email domain
Salesbuildr uses the Sendgrid infrastructure to send emails on your behalf. Navigate to Admin > Configuration > Email to view the required DNS records and values that you'll need to add to your DNS and verify. Then configure the default "from" address and validate the setup in the Email Configuration section.
You can verify multiple email domains to enable sending proposals from different company email addresses. The related email address of the logged-in user will be used as the FROM address by Salesbuildr.
5.2 Functional: setup your email templates
To align customer-facing emails with your brand, modify the provided templates under Admin > Email. We recommend changing the signatures and external email notifications. The external (Customer facing) templates are the best place to begin your edits.
6. Setting up your subdomain
If you have an advanced or higher subscription, you can choose your own subdomain (sitename.yourdomain.com). We'll provision your Salesbuildr instance, including an SSL certificate.
Navigate to
Settings > Site > Custom Domainand add the CNAME and TXT records as displayed in the "expected" field.After adding the records, click "verify DNS" to confirm they match our expected values.
Once verified, click "send" to notify our development team, who will email you after adding the subdomain.
With these steps completed, you'll be ready to use Salesbuildr!
Please use the getting started article for a quick overview of Salesbuildr links to all relevant documentation and tips on how to get started.
If you have any questions along the way, feel free to reach out to us using the Intercom chat icon on the bottom right of this page, or browse the documentation to quickly find what you are looking for.