Welcome to Salesbuildr! We're excited to help you get started with our platform. Here's the checklist that we will go over during the onboarding process:

Salesbuildr uses the Sendgrid infrastructure to send emails on your behalf. Navigate to Admin, Configuration, Email. in order to view the required DNS records and values that you will 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.

Change the look and feel of Salesbuildr to match your branding with logos, fonts, landing pages, and more. Check out the "Branding Pages and Footer" and the Landing pages article for more information.

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. Add a CNAME record in your DNS, point it to sfindr.azurewebsites.net provide us with your chosen subdomain information in the support chat.

Them members can sign in using their existing SSO credentials, Read the Users and permissions article to learn how to allow access and set permissions. Every active user from your company will count as a licensed user.

If your Microsoft Active Directory is configure to enable Microsoft admin consent requests for apps that require SSO sign-in, make sure to follow these steps to allow Salesbuildr as an approved app.

When using the PSA integration, Salesbuildr will contain all your labour, products and services from your PSA. If you haven't been keeping your portfolio up to date for a while, chances are you have lost of products and services that are not relevant anymore and cost, margins and sales prices are not accurate.

For an in dept explainer on how Salesbuildr works with your PSA to sync products and services read this article.

After you have connected your distributors, Salesbuildr will update all products in your portfolio based on the manufacturer part number with product information, pricing and availability. When this proces is completed, you want to make sure that:

This ensures all products will have a standardised markup applied to the cost price to calculate a sales price. You can either set it for all subcategories at once using the markup pencil icon or use the pencil icon for a specific category if you want to use different markups per category.

This ensures these products can't be added to your proposals. To see what products are in your catalog, which are not present in any of the connected distributor's catalogs, use the "not found" filter on the product page. Verify the products and use the bulk editor to set these products to unlisted and inactive in your PSA. If you make a mistake you can always set them back to active and listed.

Salesbuildr's product page contains filters and a bulk editor that can help you organise your portfolio, switch over to dynamic pricing and deactivate end of life products.

During the PSA synchronization products, Salesbuildr will copy all existing cost, markup and pricing information from your PSA to Salesbuildr. While this is fine for custom products, most of the time the cost prices at the distributor will be different from the cost prices you have explicitly added at some point in time.

For products that you buy from connected distributors, you want Salesbuildr to automatically update the cost price and sales prices as soon as the price changes.

This ensures the prices are calculated using the latest distributor cost price and the margin that you have defined on the category of the product. When setup correctly, the pricing tab of a product will look like this:

The "from category" value in the markup field will pull from the category markup that you have configured on the category tab in Salesbuildr.

To quickly determine see products that have explicit prices, filter for products that are non-recurring, have stock, have an explicit cost and an explicit price. Then review the selected products and use the bulk editor to clear the explicit, cost, price and margin for all selected products at once. If you have a lot of products, you can use the category filter to verify on a category by category basis.

Salesbuildr works with templates and template widgets. Sales templates are used as a starting point for creating new proposals.

Templates are full documents that can contain a cover page, intro letter, terms and conditions, a financial overview, attachments. You can configure template specific settings to deviate from the default quote settings in the admin section.

Template widgets are used as building blocks that contain frequently used information in proposals that can also contain products, services, and labour from your portfolio. They can be linked to templates or dragged into sales proposals like shown in the image below in order to quickly insert standardised product or service descriptions with relevant products.

You can create as many templates and template widgets as you need and organise them using labels. Read this article to learn how templates work.

When sending out quotes to your customers this will be acompanied with an email to them at various points (when sending, when expiring, or when approved). To modify the text in these emails to your own style please go to admin -> configuration -> Email templates.

Salesbuildr can be used to define standards for opportunities and quotes in order to ensure compliance, standardization and pipeline automation. Read the article on default quote settings and opportunity settings to learn how they work.

Read this article to learn how to setup internal approval workflows.

After this process, you'll be all set and ready to use Salesbuildr! Read 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.