Advanced Approvals Processing: Added "When this rule is met, stop processing other rules" checkbox for streamlined approvals. See documentation.

Advanced Approvals Processing: Added an option to set the order for rule processing. See documentation.

Advanced Approvals Processing: Opportunity category and Quote owner now support multi-select, enhancing workflow flexibility. See documentation.

Sticky Notes Import: Salesbuildr will now import sticky company notes to notify the team of any specific issues or context for customers when creating a quote in the sidebar.

Blocking Quote Creation: You can now block your team from creating quotes for specific accounts, enhancing your control over the sales process.

Parent Account Integration: Functionality to receive parent account information directly from CRM, for accurate and complete company profiles.

Permissions Control: We have restricted the "save description on product" visibility on quotes to only be available to users with product edit permissions.

Product Sorting and Audit Trail Features: You now have the ability to sort by product creation date and view specific item audit trails.

Dynamics BC Integration: We now send distributor product numbers to Dynamics BC for consistent data management.

Expiry Date and Sorting Feature: Added expiry date and sorting capabilities to quotes.

Company Address Visibility: We now show a company address city in the dropdown for easier identification of specific customers.

Price Change Tracking: We added a new audit Trail feature to track quote item price changes.

Address Modification in Presentation Mode: End customers can now change their shipping address directly in presentation mode.

Audit Trail Viewing Permission: Quote editors now have access to view product audit trails, offering more insights when needed.

Notification Variables Enhancement: We have added the PO number to the list of variables that can be used in email notifications.

Template Sorting and Organization: You now have the ability to sort and manually set the order of templates.

Hotfix notifications: We found a way to remove the annoying update notifications when we push hotfixes, allowing for less friction and a more smooth user experience. The pop-up you will see tomorrow will be the last one you will ever see.

SDC: We added SDC as a new distributor. Read more here.

Company Page Upgrades: The addition of tabs for opportunities, quotes, and contacts makes managing company-related information more organized and accessible. (see video)

Automated Import: New feature to automatically import newly created opportunities in Autotask to Salesbuildr on an hourly basis, saving time and reducing manual input.

Visual Profit Indicators: Introducing a visual cue (red font) for negative profit line items, aiding quicker financial assessments.

Flexible Bundling Settings: Added template based settings to control the default visibility and sharing options for bundles in quotes.

Consolidated Billing Period Display: Streamlining quote headers by displaying a single billing period when all items in a category share it. This saves whitespace between the line items allowing for more services to fit on a single page.

Contract period: You can now specify a contract duration and contract start date in the quote settings tab. (Advanced and higher subscriptions)

When you do, you can use the following fields to populate the data in your proposal:

This will produce a section as shown below:

New Quote Editor: We rolled out a new editor experience for quotes, enhancing user experience and document creation efficiency. If you want to use this, please let us know trough the chat so we can enable it for your company.

Bundle Price Adjustments: Users can now edit prices and quantities for bundle line items within a quote, offering flexibility in custom pricing strategies.

Primary Quote Management: When a primary quote is deleted, users are now prompted to designate another quote as primary, maintaining organizational clarity.

Copy quotes: You can now copy a quote that contains bundles

Overview page: You can now sort opportunities on name, last updated or age.

Bundle settings: You can choose if end customers can see what's inside bundles or not.

Descriptions: You can choose if end customers can add descriptions for line items.

User Permissions: A new permission setting that enables users to manage companies . Advanced permissions are available on the premium plan.

Price History for Viewers: Product viewers can now access price history logs, providing transparency and aiding in informed decision-making. Advanced permissions are available on the premium plan.

Button Font Customization: You can now set a specific font for buttons, allowing for a more cohesive brand presentation across your proposals and customer interactions.
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Streamlined Service Editing: Unnecessary fields have been removed when editing services, making the interface cleaner and more user-friendly.

Quick Opportunity Reopening: You can now quickly reopen opportunities in CRM directly from Salesbuildr, making it easier to update and manage your sales pipeline.

VAT Field Addition: A VAT number field has been added, streamlining financial and tax reporting.

Enhanced Inventory Import: You can now map columns and add categories during inventory import, offering more control over how your products are organized.

Price History Access: Product viewers can now access the price history log, aiding in strategic pricing decisions.

Expiry Notification Override: You can now override global expiry notification settings at the quote level by clearing this field when sending a quote, giving you more control over individual client interactions.

Custom Email Fields: You can now add custom emails to the 'CC' field, offering more flexibility in how you communicate with your team and clients.

Expand/collapse icon: We added a more subtle expand/collapse and edit icons for bundles instead of the big buttons.

Customer Line Item Descriptions: A new toggle has been added that allows customers to add their own line item descriptions, enhancing the interactive nature of your quotes.

Quick Quote UI Improvements: The quick quote interface has been improved to prevent accidental loss of changes, saving you time and frustration.

Retraction Notifications: When retracting a quote, the default is now set to no notification, streamlining the process.

Subtotal Visibility: You can now choose to hide or show subtotals on product widgets, giving you more control over how pricing information is presented.

Default Delivery Address: You can now configure a default delivery address on the company level, speeding up the quote creation process.

Localized Quote Labels: The "Add description" label on quotes can now be localized, improving user experience for non-English speaking clients.

New Supplier Implementations: Support for EET, A&C and SDC has been added, expanding your options for product sourcing.

Error Handling in Templates: Improved error messages for template compilation will now show when there's a missing "}" in a variable, making it easier to troubleshoot issues.

New 'Company Manage' Permission: A new permission level has been added, allowing for more granular control over who can manage company-level settings and data.

Added column to quote list to show profit: This enables better financial oversight by displaying profit margins directly in the quote list, helping you manage profitability.

Hide IP on quote PDF/presentation: This increases security by hiding sensitive information, protecting your business.

We improved the quote page performance: This enhances user experience by speeding up the quote page, making it more responsive.

Enable or disable subtotals per product section: You can now set this option per product section individually.

Add shipping information as variables: This allows to output the customers chosen delivery address, improving the quote accuracy.

Export all quotes option: This streamlines the process of exporting quotes by allowing batch exports, saving you time.

Quick quote dialog with template label selector: This speeds up the quoting process by allowing quick selection of templates, making it easier to generate quotes.

Better insert widget dialog: This improves user experience by enhancing the widget insertion dialog, making it easier to customize quotes. You can now also select multiple widgets to insert at once.

Labour import options: This provides more control over where imported labour line items appear in the quote, giving you greater flexibility. Salesbuildr will also trow an error if you reference non existing Autotask labour ID's.

Edit order of items in bundles: This allows for customization of bundle item order, enabling you to determine the order of bundle line items.

Add "Company" and "Contact" to custom delivery addresses: This provides more detailed delivery address options, improving the accuracy of your quotes.

Default setting for creating quote titles: This streamlines the quote creation process by providing a naming convention for quote titles, making it quicker to generate quotes with consistent titles. Go to Admin, Qoute, Quote settings and navitage to the bottom of the page.

Send Notification on Customer Line Item Comments: This keeps the sales team informed when customers comment on idividual line items, improving communication. All comments will be added to the email notification when a customer approved the quote.

Automatically set the quote owner based on Dynamics 365 CRM value: This automates the assignment of quote owners based on Dynamics 365 CRM data, streamlining the sales process.

Enable multi-select checkbox for add-ons: This streamlines the process of adding multiple optional add-ons to quotes, making it easier to upsell.

We will now only send email expiry notifications on workdays: This reduces unnecessary notifications over the weekend to your customers.

Dynamics 365 CRM Taxes propagate through the system: This ensures accurate and consistent tax calculations across all transactions, reducing errors.

Default settings for new products: This speeds up the product creation process by setting "listed" and "product can be sold" as default options, making it easier to add new products.

Distributor hub connection issue resolved: This fixes a critical bug affecting the distributor hub, ensuring a smoother user experience.

Added EET Belgium: This adds support for EET in Belgium , expanding the range of available products and giving you more options.

Fetch products info from distributor catalog when product information not found in Icecat or Onetrail: This ensures product information is always up-to-date and comprehensive, improving your product listings.

Added Jarltech Europe Gmbh: This expands the range of available suppliers, giving you more choices for products.

Added Complies: This adds another supplier option, providing more choices for products and increasing your flexibility.

Updates: App Updates will be announced with a toast at the bottom of the screen "There is an update available" to make it less intrusive.

Category Descriptions: Automatically add pre-filled category descriptions to quotes when adding products, making your quotes more informative.

Customer Line Comments: Receive notifications when customers add comments on line items, keeping you in the loop for any clarifications or changes. As soon a proposal is approved, all customer comments will be included in the notification email.

Chat Integration: Add a "Chat with me" button linked to your Teams chat, enabling real-time customer engagement.

Page Breaks: Insert page breaks in widgets with line items for better document organization.

Linked Widgets: Widgets that contain items can now be linked instead of copied, making template management more efficient.

Product & Add-on Ordering: Change the order of products and preset enabled add-ons for a more standardised proposal experience.

Styling: We added new styling options to enable you to control the heading line height , heading spacing and paragraph spacing. Make sure to update your parent styling settings on the quote, styling tab. After this you can copy these settings to the templates you have.

Cover pages: Cover pages are now shown as thumbnails, allowing for quick and easy identification.

Bulk Edit User Permissions: You can now save time by editing user permissions in bulk.

Email Customization: We've refined the email process to include the middle name when sending out emails.

New Pricing Unit: We've added "Workload" as a new unit for product pricing, giving you more flexibility in how you price your services.

In-App Contract Viewing: Access RoutIT contracts right inside the quote editor, allowing you to tailor your proposals more effectively.

Product Catalog: Browse the complete KPN-RoutIT product catalog within Salesbuildr, making it easier to add services to your quotes.

Service Linking: Link KPN/RoutIT services to your existing services, offering a seamless integration experience.

Customer Sync: Link KPN/RoutIT customers to your Salesbuildr customers, ensuring data consistency.

Postal Code Check: Now you can check the availability of KPN/RoutIT services based on postal codes, enabling more accurate proposals.

Enhanced CC Functionality: Now you can include contacts from parent organisations in the CC field when sending a quote. This ensures that all relevant parties are kept in the loop.

Batch Verification: Verify multiple products at once, saving you time and reducing manual effort.

Autotask Integration: Automatically import products with stock information from Autotask, ensuring your catalog is always up-to-date.

Dynamic Bundle Quantity: When you increase the bundle quantity, the underlying items will now adjust accordingly.

Customer Interactivity: Allow end customers to expand bundle line items with a harmonica button, enhancing the user experience.

Category Descriptions: Add product category descriptions directly to the quote, providing more context to your customers.

Procurement Flexibility: No more warnings for unavailable items when procurement is not required, streamlining the quoting process.

Default Cover Pages: Set one of the cover pages as the default, standardising your proposals.

Various fixes related to quote approvals, contact selection, product catalog, and template functionalities have been addressed to improve reliability and user experience.

Automated Product Import: We added a setting to automatically import products that are registered as in stock from Autotask. This ensures that your product catalog is always up-to-date without manual intervention. Navigate to Admin, Autotask, Inventory to enable this setting. (view image)

Non-Product Editor Access: Non-product editors can now create products. These products can be verified by administrators or user with product editor permissions in the product overview.

View Customisation: You can now toggle between tile and list views on the marketplace, offering you a more personalised browsing experience. (see how this works)

CC Parent Organisation Contacts: You can now add contacts from a parent organisation in the send quote dialog, ensuring that the right people are always in the loop.

Multiple Delivery Addresses: You can configure multiple delivery addresses per customer, allowing them to choose from a picklist when placing an order. Read more.

Bundle Quantity Sync: When you increase the bundle quantity, the displayed quantity of underlying items will now change correspondingly. Read more.

Widget Template with items: When adding widget templates that includes products, you now have the option to also store the quantity of products. (See how this works)

Simplified User Management: We have added access the your list of users to the top menu and made user management more intuitive, allowing you to focus on what matters most—your business. We Added filters for permissions and managers in the user list, making it easier to manage user permissions. (view image)

We've introduced a "decline on behalf of" button, allowing you to manage expired quotes more efficiently and maintain a clean pipeline. (See how this works)

You can now configure multiple delivery addresses per customer, streamlining your quote-to-order process for clients with multiple sites. (See how this works)

You can now import project calculations that link to Autotask labour roles. This feature streamlines project planning and reduces the risk of errors. This feature is available for customers on the premium plan and can be enabled on request.

You can now quickly copy an existing landing page to create a new "thank you" page that can be linked to proposal templates. (See how this works)

We have added the ability to set custom names for line items on widget templates, enhancing clarity and personalisation in your proposals. (See how this works)

We have introduced recommended accessories for supported products. This feature simplifies the process of finding compatible products that can be used for upselling when building proposals. This feature is available for customers on the premium plan and can be enabled on request. (See how this works)

We've added new distributors to the distributor marketplace:

The search functionality across the platform has been improved for faster and more accurate information retrieval.

We’ve added an integration with Threads. Thread develops a Service Collaboration Platform that allows customers to “have a conversation with the right person to resolve their issue faster than ever, without even leaving their workflow.”

You can now toggle single or multi select for quote line items directly in the quote editor (watch video)

New products can now be added using the "Add products" button in the quote editor, this opens a dialog that makes it easier to find and add new products to the quote. (watch video)

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)

Our quote exporter now includes a product category field in the line item on export. This will help in organising and filtering your exported data.

You can now fetch all details from approved quotes from the API as part of the premium plan.

You can now be notified when a line item in a quote goes out of stock or low stock. This allows for better stock management and proactive response.

We've added an option to show a list of all subtotals in the quote financial summary section. This gives a clear breakdown of the one-time and recurring investments based on the quote categories for better understanding. (watch video)

We added a "Created by" filter to the quote overview to quickly see the difference between quote creators and quote owners.

You can now insert page breaks in widget templates. This enables you to create widgets that contain multiple pages that can be inserted in quotes and templates. (watch video)

You can now create multiple cover page templates that can be applied to templates and quotes. (watch video)

You can now program "calculate order value by X amount of months" as a default setting for opportunities, which means fewer manual calculations and increased efficiency in your sales workflow. (view screenshot)

The category management page has moved from the admin section to the dashboard menu for easier access and better workflow management.(view screenshot)

Our new quick-add product feature automatically fetches the cost price and category markup to calculate the sales price, making the addition of new products to your offerings smoother. (watch video)

We've introduced an automatic header matching feature. If your columns' headers match with our fields, they will be auto-mapped, saving you the hassle of manual mapping each time.

You can now add the "can be sold" field when importing products. This new feature simplifies the process of making products available for sale.

Now you can import labour price calculations as bundles into a quote, summarised per section. You can then choose if you want show your customer the underlying details or the summarised total.

You can now indicate a special bid number field, providing more detail for each entry.

We've added the option to change the start and end date for multiple products at once, saving time when updating product availability.

We've added the ability to define a default markup for categories, giving you more control over your profit margins.

When creating a new category, the markup is now set to 20% by default. This saves time and ensures consistency across your categories.

You can now add Exertis NL as a distributor to the marketplace

We have updated the marketplace interface to make it easier to discover and import new products to your catalog (watch video)

Default quote settings per template: By setting defaults, you save time that would typically be spent manually configuring settings for each new quote. Once the default settings are configured, these will automatically apply to all new quotes created using that template, speeding up the quote generation process. (view screenshot)

Quick Quote Button: Enhancements to our quick quote button now include an option to create a product in the same workflow, allowing you to build your quotes even faster. (view gif)

New Product Creation: You can now add new products directly from the dashboard, reducing time spent navigating through various sections. (view gif)

Create new contacts: The new feature of creating contacts directly from Salesbuildr will simplify and streamline your process of customer management. Now, by simply entering a business email address, Salesbuildr will automatically pull company and contact details from Apollo.io. This not only saves time but also ensures the accuracy of contact information. Although this functionality is currently available only in the standalone version of Salesbuildr, we're already working on extending it to Autotask and D365 integrated versions in the forthcoming release. (view gif)

New Unit Values: For greater accuracy and specificity, we've added new unit values (service, device, server) when adding or editing your products. The introduction of new unit values (service, device, server) offers significant benefits to Salesbuildr users. It facilitates a more accurate and specific representation of your products, enabling you to delineate and differentiate your offerings more effectively. (view screenshot)

Product Importer: Enjoy greater control over your catalog. Define a "can be sold" and "isSerialised" settings during product import and get detailed reports about the number of products imported versus the total lines in the CSV file.

Product Importer: The revamped Product Importer feature in Salesbuildr streamlines and enhances your import workflow for xls and csv formats. The automatic mapping based on headers eliminates the need for manual data entry, reducing errors and saving you valuable time.

Quote titles: The new mouseover feature on the quote overview dialog in Salesbuildr enhances your user experience by providing more immediate and complete information. Now, when you hover your cursor over a quote, you'll see a full title display, meaning you don't have to click through or navigate away from your current view to understand the specifics of each quote. (view screenshot)

Quote Imports: The new Quote Imports feature brings efficiency to your fingertips by allowing you to import all products from a pricing book directly into a quote. This eliminates the time-consuming process of manually inputting each product and guarantees you have all essential product information readily available. As a result, you can create accurate and comprehensive quotes faster, helping you to respond to customer inquiries promptly and enhancing your overall sales productivity. (view gif)

Create products: The new 'Create Products' feature simplifies pricing book management by offering an easy way to add new items directly from the pricing book page. This eliminates the need to navigate away from your pricing overview, streamlining your workflow and saving valuable time. (view gif)

Quick Quotes: Efficiency just got a boost with our new update. You can now create a quote in no time based on default opportunity and quote settings. This will speed up your quotation process. (see video)

Labels: In our bid to make template management easier and more organized, we've added the ability to add labels to templates and template widgets. (see video)

Advanced approvals: Now you can add the total quote margin as a condition to the advanced approval workflow, providing you a deeper level of customisation and control. (view image)

Availability: The ability to show or hide product availability to the customer on a quote-specific basis will ensure your quotes are always tailored to your needs. (see video)

Email: To ensure transparency and ease communication, the sender's email will always be CC'ed when sending a quote.

Design: We've also made aesthetic adjustments by removing the space between quote line items for a cleaner, sleeker look.

Subtotals by categories: You can now group subtotals by category. (see video)

Permissions: To enhance user management and security, only users with product edit permissions and admins will be able to create pricing books. However, all users will still have viewing access to the pricing books, ensuring necessary transparency.

Flexibility: Our pricing book feature is now more flexible. If start and end columns aren't mapped during import, you can define default values. This will help ensure your pricing books are always comprehensive and accurate.

Low Stock labels: With the new update, a "LOW STOCK" label will be automatically applied when a product's internal stock falls below a configurable value on the product admin tab. This will alert you in real time and help you manage your inventory better.

Smart tiles: The dashboard now clearly shows you the amount of quotes and the total order per quote status. (view screenshot)

Reset to style to defaults: This feature allows users to reset the styling settings on the Templates and Quote Styling tab to their original values, ensuring consistency. (view screenshot)

Financial summary: You can now change the title and content of the financial summary section. (view screenshot)

Quote Widget Mouseover: We've added a mouseover feature on the quote line item icons to help users understand what each icon does. (view screenshot)

Advanced approvals: Advanced approval rules now allow setting an ABOVE and BELOW value to enable you to create different rules for different order values.

Line item spacing: We optimised the spaces between line items so you can fit more on one page. (view screenshot)

Customer Identification: To enhance user management and security, only users with product edit permissions and admins will be able to create pricing books. However, all users will still have viewing access to the pricing books, ensuring necessary transparency.

Product Import Markup and Margin: This release enables you to add a markup or margin column to product imports, enhancing cost tracking and control.

Product Category Restriction: Admins can now prevent non admins from adding products to specific categories, allowing for greater control over product organisation. (view screenshot)

Filters: You can now filter for and bulk edit based on "isSerialised" and "Does not require procurement"

Recurring & Non-Recurring Terms: Users can set these terms for a category, with all products in the category inheriting them, and an option to override them for individual products. (view screenshot)

Marketplace Import Restrictions: Only users with product edit permissions and admins are allowed to import from the marketplace, ensuring control over product listings.

Product Deletion: Users can now delete services and products from the catalog, provided they are not on a quote, keeping catalog clean and organised. (view screenshot)

Creation & Editing Restrictions: Users are now prevented from creating or editing quotes attached to won or lost opportunities, improving data integrity and preventing issues within Autotask for opportunities with linked tickets and charges.

When importing a new product from the marketplace, the is Serialised and RMA option will now be turned on by default.

Widget Deletion Warning: A warning will now appear when users try to delete a widget, preventing unintentional deletion of crucial data. (view screenshot)

Enhanced Add-on Flexibility: Add-ons can now be defined on customer-specific, non-primary categories. This enhancement offers more flexibility to tailor your product offerings to specific customer needs.

Not Quoted Since Filter: Easily identify and archive products that haven't been sold for a while with our new "not quoted since" filter. This keeps your catalog clean and relevant.

We are changing how we sync products to Autotask. Going forward, we will only push and sync products to Autotask when you add them to a quote or when you explicitly hit the synchronise button.

Clickable Links in Internal Notes: Links added to the internal note field in quotes are now formatted and clickable. This update, requested by ITUM, promotes efficient internal communication and knowledge sharing.

Margin vs Markup Selection: A new admin setting allows you to choose between using margin or markup as your preferred pricing method, giving you more control over your pricing strategy. See a good explanation about the difference here.

Improved Presentation Mode: We've added the ability to hide the navigation bar and login buttons when presenting quotes to end customers. This ensures a clean, distraction-free view of your proposals.

Expiry Date Compliance: To ensure your quotes always remain compliant, we've introduced a rule that the expiry date of a quote does not exceed the expiry date of the items in any associated pricing book.

Improved Search: You can now start typing the manufacturer part number to get instant results while typing, similar to the catalog search. This makes it faster and easier to find exactly what you're looking for in the marketplace.

The preferred distributors list now only shows distributors that have an active feed, ensuring you work with the most up-to-date information (view)

Importing a product from the distributor marketplace is now as easy as selecting the destination category (see 3 minute demo)

The product tab has a new filter to select for recurring and non-recurring pricing (view)

The product page now has a clear indication of when an Autotask service was last synced to Salesbuildr, providing better visibility (view)

You can now hide specific product categories from internal users (except admins and product editors), streamlining the catalog view for your team (see how)

Sort subcategories alphabetically with a single click, making it easier to organise and locate products (Watch 30 second video)

You can now add products to customer specific categories and define customer specific add-ons so you can sell the same product in different configurations to different customers based on standardised rules. When you create a quote, Salesbuildr will apply category specific add-ons for that customer, if they exist and. Add-ons to the primary category will be ignored.

Users: Filter contacts by status, company type and user type (internal or external) on the contact page, improving organisation and navigation (view)

You can now quickly copy a widget template to streamline and accelerate your template management workflow (see how)

Advanced approvals now have opportunity category and quote owner as conditions for internal approvals, providing greater control over the approval process. Conditions are not only matched if the combination of rules are matched, instead of when one of the conditions is true, making rules more powerful and accurate. (see video)

Save time with single-click retract or resend button for expired quotes (see video)

Quotes: Use rich text and links in the internal note field, enabling better communication with your team (see video)

Quotes: Include add-ons to a product straight from the quote editor, offering more customisation options (see video)

Quotes: Create new and manage existing bundles directly from the quote editor, streamlining the bundling process (see video)

Quotes: Added the ability to set a quantity for items in the bundle, allowing for more accurate and customized pricing (view image)

Hide Sign-In Options for Customers: Some customers prefer a simplified approval process without the need to create an account or log in. With this update, you can now hide the sign-in options for customers, allowing them to approve a quote by simply clicking the "Approve" button. This streamlined approach can help to reduce friction and improve the overall customer experience.

Enhanced Audit Trail: Quote changes made by end customers and automated quote reminders are now visible in the audit trail, making it easier to track important communications.

Internal Approval Decline Reasons: When declining an internal approval request, the decline reason will now be included in the email notification and added to the quote's chat tab for better communication and record-keeping.

Improved Chat Notifications: New chat messages will now be sent to all internal stakeholders who have contributed to the quote discussion, ensuring everyone stays in the loop.

Quote: Custom Descriptions for Quote Line Items: To provide more clarity and context to your customers, we've added a quote line item description field. This new feature allows you to add custom descriptions for each line item in a quote, ensuring that your customers fully understand the products and services they're being offered. This enhancement promotes transparency and can help to improve conversion rates.

Travion: Travion is now available as a new distributor in the marketplace, enabling your to expand your selection of suppliers.

FlexIT: We added condition filters for FlexIT enabling your to quickly filter to serve customers that are looking for circular IT products.

BusinessCom: Products from BusinessCom now display the correct product images.

Hide Categories: You can now hide categories for users who are not product editors, ensuring a cleaner and more focused catalog browsing experience for your team.

Unlist Inactive Services: We've made it simpler to maintain an up-to-date and accurate product catalog. You can now unlist inactive services, ensuring that your customers only see the relevant and available offerings. This streamlines the browsing experience and helps to avoid confusion.

Availability Selector: When the "hide availability" setting is turned off on the category page, the availability selector will now be hidden, providing a more streamlined and consistent user experience.

Streamlined Check-out Process: We've removed friction from the self-service check-out process by eliminating the need to add a title for a quote and assuming that selected items will be added to a new quote.

Enhanced Quote Presentation: The "View Quote" button now jumps directly to presentation mode for a more engaging and user-friendly experience.

Hide the Landing page header: To provide you with even more customization options for your landing pages, we've added the ability to hide the header section. This allows you to create sleek, minimalistic designs that focus solely on the content you want to showcase, resulting in a more tailored and engaging experience for your potential customers.

Display products in grid format: We understand the importance of visual appeal when it comes to attracting and retaining customers. With this update, you can now display product sections in a grid format on your landing pages. This layout provides a clean and organized presentation, making it easier for customers to browse and compare your products or services.

You can now reset and resend expired quotes with the click of a button. This feature will save your time and effort and enable you to follow up with customers in a more timely manner.

You can now lose an opportunity with the click of a button and provide a lost reason that will update Autotask. Keeping track of reasons why opportunities are lost improves your sales performance and help you win more business over the long run.

You can now quickly create new template widgets from the template widget library. By creating and leveraging templates and best practices, the team can save time and effort while ensuring consistency and standardization across their communications, leading to better quality quotes and proposals and increased business success.

When a quote is declined through the internal approval process, managers can now add a reason why they declined the quote. The reason will be included in the email notification and added to the quote chat tab. This feature will provide feedback to the sales team and help them understand why the quote was declined. The declined quote will be set back to DRAFT, enabling sales to revise and resubmit the quote for approval.

Order confirmations to customers now include the signed PDF as attachment. This feature providers customers with a copy of their order confirmation so they can store it for their records.

You can now reset filters on all overview pages. This enables you to quickly and easily reset your search criteria and start fresh, making it more efficient to find the information they need.

You can now see the dates related to the quote status (draft, send, approved, declined, expired) on the quote overview page. This will help you keep track of the progress of your quotes.

When you send a quote and set contacts in the CC, they will now actually be in the CC instead of receiving separate messages, so they can see who else got the message.

When availability is turned off for a product category, the availability selector will not be visible on the category page (here). This feature will provide a more streamlined browsing experience for customers as they won't be presented with options that are not available, thus reducing frustration and confusion.

The edit profile button on the dashboard now clearly shows what fields can be edited to build your business card. This feature will provide more clarity to customers on what they can edit in their profile, enabling them to better represent their brand and improve their professional image.

We added a section to product pages that displays "Log in to see prices" for non-logged-in visitors.

We added the Autotask "Company account manager" merge field to templates and quotes. This feature enables your inside sales team to create proposal for the outside sales team by including the account manager's name as the sender.

When an automated reminder email is sent for a quote, the date format now matches the quote localisation settings.

You can now search for a product inside Salesbuildr, across all of your connected distributors, by navigating to the marketplace tab underneath the product menu. This removes the need to search across distributor portals to find the right manufacturer part number. You can read this article to learn more. This is the first version and we are actively looking for your feedback and suggestions in order to make this more valuable.

Enable customers to draw a signature into a placeholder on quotes: This feature allows customers to sign quotes electronically, making the process of approving and finalizing quotes more efficient and convenient. (view image)

When a quote triggers an approval workflow, Salesbuildr will now notify the quote sender that an internal approval will be requested and the approver that approval is required: This feature enhances communication and transparency by clearly notifying the sender that an internal approval is needed. This allows the sender to have a clear understanding of the next steps and the timeline for the approval process (view image)

You can now enable or disable showing the quote PO field to customers: This feature allows for greater control and customization of the quote document, making it easier to tailor the document to the specific needs of the customer. This can improve the customer experience by making the document easier to read and understand, and can also help to reduce confusion and errors.(view image)

When a customer adds a note to the quote on approval, that note will now be printed on the signed PDF: This feature provides additional transparency and clarity by allowing customers to add notes on the approval process, which can be helpful for future reference. The printed PDF ensures that the note is saved for auditing purposes, and can be used as a reference in the future (view image)

When you enable the include PDF on order confirmation, your customer will now also receive the approved quote attached to the order confirmation email (view image)

We increased the styling options for templates and quotes by adding options for setting defaults for H1-H7: This feature allows for greater customization and control of the look and feel of templates and quotes. The increased styling options provide greater flexibility for branding and presentation, making it easier to create professional-looking documents that match the company's image. (view image)

You can now copy products from the store front: This feature provides greater efficiency by allowing products to be copied from the store front. This can be especially useful when creating new products or updating existing products, as it can save time and effort by avoiding the need to manually enter product information (view image)

You can now edit category add-ons from the store front: This feature provides greater control and customization of the store front by allowing category add-ons to be edited. This can improve the customer experience by making it easier to find and select relevant products and services (view image)

You can now add a new subcategory from the category selection tab: This feature streamlines the process of adding new subcategories, making it easier and more efficient to organize and manage products and services. This can help to improve the customer experience by making it easier to find and select relevant products and services.

Publicly visible product pages now show a section that says "login to see prices" to non logged-in users (view image)

Filters on overview pages are now being saved and the number of items are updated as you search for a result (view image)

Salesbuildr now offers a wider range of font size choices in the text editor: Allows for more flexibility and customization when creating quotes and proposals. (view image)

When editing a quote, the add product dialog now has a checkbox to only show available products: Helps users to quickly and easily find the products they need, without having to sift through products that are out of stock. (view image)

You can now enable customers to draw their signature on approval of the quote. (view image)

Expanded event logging for products under the product admin tab: Allows for better tracking and auditing of product changes, making it easier to identify when and how a product's details have been modified.

Improved page breaks: Helps to ensure that headers and underlying paragraphs don't break onto the next page, making documents look more professional and polished.

Mandatory opportunity fields: Allows users to ensure that important information is captured and recorded when an opportunity is created. (view image)

Escape key confirmation: Provides an extra level of protection against accidentally losing work, by asking users if they want to save changes before navigating away from an editing session. (view image)

Sticky toolbar: Allows users to easily access and use the text editor's toolbar while scrolling through the document, making editing more efficient.

Improved internal approval workflow: Helps to ensure that all internal approvals are handled in a timely and efficient manner, by making it clear to both the sender and the internal approver when an internal approval is needed. (view image)

Quote export to CSV: Allows users to easily export approved quotes to a CSV file for further analysis or record-keeping. (view image)

Expanded styling options for templates: Provides more options for customizing the appearance of quotes and proposals, making it easier to create documents that are consistent with a company's branding and style guidelines.

We added the option to show or hide the qoute PO number field for customers: This feature allows customers to enter a PO number when approving a quote, which can be useful for tracking and accounting purposes. The PO number will also be displayed on the signed PDF, providing a clear record of the transaction for both the customer and the vendor. This can help streamline the approval process and provide greater transparency for both parties. (view image)

Bug fixes and minor improvements

You can now link a widget to a template. When you update the widget, you will also update the templates that are linked to the widget. Read this article to see how this works

You can now move the financial summary section in templates and quotes to have it show up anywhere you want using the drag and drop functionality (view image)

You can now view the contents of a bundle in a quote (view image)

You can now configure top, bottom, left and right margins for templates, as well as header colors, font colors, font size and line height. Navigate to Quotes, Styling to change the settings. This will only work on new templates you create. We will add more options in the coming weeks. (view image)

Salesbuilldr will now automatically check for and fetch new users from Autotask every hour

We added new merge fields for one time and recurring amounts (view image)

We will now synchronize the cost of internal stock items to Salesbuildr. When an inventory item have different costs associated, Salesbuildr will only synchronize the highest cost

We added an option for button alignment for the category page (view image)

We added a new icon to indicate that line items can be dragged and dropped (view image)

We made it easier to manage product availability labels across Salesbuildr (see video)

We added "calculate total # months" to the default opportunity settings (view image)

We added a new email template for internal approval workflows (view image)

We added new localization labels for quote and quote approval dialogs. Navigate to Admin, Quotes, Localization and edit the localization to translate the fields.

You can now create customer specific pricing books to provide specific customers with custom prices for selected products. Read this article to see how this works.

Multiple bug fixes and minor updates

We added the ability to lock a template or template widget. This prevents the contents from being changed when it's inserted into a quote. This can be useful for preserving the formatting and layout of the template, and can help ensure that quotes are consistent and accurate (view image)

We added opportunity fields to provide a value for estimated one time and recurring revenue. As soon as you create a quote these fields will be automatically calculated based on the value of the quote. This improvement helps your to more accurately forecast revenue and track the progress (view image)

You can now manually change the stage of an opportunity. This can be useful for managing the sales process and tracking progress. When the opportunity is set to closed in Autotask, the field cannot be changed anymore to prevent related items such as charges from being cancelled.

You can now create bundles in Salesbuildr. Bundles can be created by combining one or more items from your catalog (hardware, software, services or labour) into one single line item on quotes. While your customer sees and approves a single line item, Salesbuildr will synchronise all underling items as line items on your Autotask quote (see article)

You can now see what template is applied to a quote. This is useful for editing and updating templates as needed. Just click the new link to make changes to the template (view image)

We added "Approved from ip address:" before the IP Address on the approved quote to improve the clarity for you and your customers.

We added the Autotask company TAX ID, contact role and contact phone fields as a new merge fields to be used in templates and quotes

We added a new label to product pages to indicate internal stock availability to help you tracking inventory (view image)

We added support for line breaks in de quote line item descriptions that will synchronise to Autotask quote line item descriptions (view image)

Multiple bug fixes and minor updates

You can now enable or disable product images on quote line items, either as default setting or on a per quote basis. You can find this setting by navigating to admin, quotes, quote settings, quote settings tab or on the quote setting tab in the quote editor. (View image)

You can now quickly change the contact for an opportunity by opening the opportunity from the quote editor using the pencil icon next to General information (view image)

You can now quickly add one or more products to a new or existing quote from the product tab (view image)

We added a button to create a new landing page from the admin settings (view image)

We added a country field to the shipping address dialog (view image)

We added international address validation tot the shipping address dialog using the PostNL API

Bug fixes and minor updates

We added a new field to add a custom email address to receive quote notifications. Navigate to admin, quotes, quote settings to find the "default bcc to" field.

We added the service invoice description field from Autotask that can now be used as the quote line item description. Navigate to admin, quotes, quote settings and use the "How do services need to be presented on quote line items?" field to make changes.

We added a new "custom price" filter to the product tab that shows products that have a custom price from a supplier configured.

When a quote is viewed, we now add the visitor IP to the quote audit trail.

When creating a new opportunity, you now have the ability to set the total amount of months to calculate the opportunity value in Autotask

When you add a custom distributor for a product, you can now add a note to provide context (view image).

You can now configure what sign in options you want to offer to customers (Microsoft SSO, Google SSO or username and password). Navigate to admin, general, auth configuration. We recommend disabling username and password (view image).

You can now hide the grand total in quotes and only display the one time and recurring costs. We added this option to both the global and quote specific settings.

You can now add a custom email address to the admin, quote page that will receive all quote notifications for parsing or team inbox purposes.

We added some additional filters to the product tab on the dashboard:

You can now select a custom supplier for a product on the the quote page. This will update the cost price for that item in Autotask.

We stopped pushing all distributors cost prices to the product entity in Autotask as this was causing to many requests to the API. Going forward, we will only update the cost price for the product entity depending on the selected distributor.

We did an overhaul of the front-end backend to increase the performance.

Select a custom distributor when you add a product to a quote. The custom distributor price will be used when updating the quote in Autotask.

The manage your profile and manage your company option on the dashboard is now hidden for customers because that creates the expectation that that will update their records in your systems but Salesbuildr does not support creating and editing companies and customers in Autotask yet.

We added a new permission that allows a non admin user to view products, services and labour under the products tab

We added a new permission that allows a non admin user to edit products, services and labour under the products tab

We added a button to quickly copy the quote URL to your clipboard from the quote editor after sending (view image)

We added a download PDF option to the quote presentation mode

You can now turn subtotals for product sections on and off on a per quote basis (view image)

Salesbuildr will now automatically pull in new and updated services from Autotask for each category that has been mapped to Salesbuildr. Read more here.

We added a new option to the quote product category that enables you to have customers choose one OR select multiple options in from that category. Read the Quick Guide: How to create and send a quote to learn how to use it.

We added a new option to the quote product category that enables you hide that category for your customer. This enables you to add a product or service with a cost without revealing it to your customer. (view image)

If your company sends quotes multiple business entities (sometimes called lines of business) you can now configure Salesbuildr to automatically fill in the correct company information on outgoing quotes on a per customer basis using the servicing branch option.

You can now add labor as a new entity to include on quotes. See this article for instructions.

We moved quote templates from the admin section. You can now find them under the quote tab in the dashboard (view image)

We added merge fields for contact person insertions (middle name)

We added merge fields for quote owner email to the quote template editor

You can now use the bulk editor to add or remove categories instead of overwriting the existing settings (view image)

You now have the option to differentiate how you want products and services to appear on quotes (name, description or name and description). Navigate to the admin section, quote, quote settings to change this. (view image)

You can now give a non-admins permissions to edit templates. See this article for instructions.

We added a 1-click copy button for the part number to the edit product dialog (view image)

You can now choose to hide the totals section on quotes (see video)

Bug fixes and minor improvements

Salesbuildr will now automatically fetch updates for opportunities that have been set to status closed in Autotask (this check runs every hour)

We removed the ability to manually change the stage and status for opportunities so that they are always updated based on the rules you have configured under Admin - Quotes - Opportunity Settings. This prevents downstream issues when you you re-open opportunities that have been set to closed in Autotask and have related charges (view image)

You can now set default values that will automatically be applied when creating a new opportunity so ensure compliance and pipeline management (view image)

You can now set default values that will automatically be applied when creating a new quote. Any customer specific settings will override the universal settings (view image)

We moved the quote settings to a tab in the quote editor where you can adjust the default values (view image)

We made is easier to manage dynamic pricing for catalog by enabling the option to clear explicit cost, mark-up and sales price for products using the bulk editor. Read how to use it in this article.

We added the category name to the subtotals to improve clarity (view image)

You now have the ability to quickly copy a product from the product tab and provide a new unique name. This will copy all attributes (name, description, part number pricing, marketing copy, images, and specifications) and create a new product in Salesbuildr and Autotask.

We added a new contacts tab that shows active and inactive contacts. We added an option to enable of disable access and to send contacts an invite. You can also see the last logged in date.

We added a new "Type" filter on the products tab that enables you to filter for products or services (view image)

We added new footer customisation options to enable you to change the background color, font color, and icon color.

You can now show or hide your logo in the landing page header (view image)

You can now use a switch to control what landing pages will show in the top menu (view image)

We added an option to round-up prices to whole numbers above 100 (view image)

You can now configure who will receive admin notifications (view image)

We have added an internal note field on the quote (view image)

We fixed an issue that duplicated components when copying a template

We fixed an issue where setting a customer distributor price for a product di not update the product in Autotask

Bug fixes and minor improvements

Custom fields that have been linked to user defined fields in Autotask will now show up as filters on the companies tab (view image)

From the companies tab, you can bulk assign companies to a discount group or assign a default quote template (view image)

We introduced a new contacts tab on the company page where you can manage which contacts are allowed to sign in from the company page (view image)

We added a shortcut on the contacts tab to open the contact in Autotask (view image)

We added a shortcut on the companies tab to open the company in Autotask (view image)

If a customer adds a note when approving a quote, that note will now be included with the confirmation email

When a customer approves a quote, line items with 0 quantity be removed from the quote in Autotask to avoid having to clean up.

When products are not found in any of your distributor feeds, the product will be set to "do not import pricing and availability"

Bug fixes and minor improvements

Improved look, feel, and management of landing pages (see video)

You can now link any quote template to a specific customer using the company page or the company bulk edit function (view image)

You can now bulk edit companies and add them to any available discount group (view image)

You can now filter for products that require procurement on the product management tab (view image)

Salesbuildr now stamps the quote approver IP address to the approved quote PDF that gets uploaded and emailed to stakeholders (view image)

Salesbuildr now remembers how many items you want to see per page (view image)

The default email signature now gets applied to all outgoing emails (view image)

We fixed an issue where vendors did not get mapped during the import of services

Bug fixes and minor improvements

You can now create and manage customer discount groups (watch video)

You can now view and search customers on the companies tab and filter on accountmanager (view image)

You can now append the part number on line items in quotes to make it easier for your team to know what product needs to be picked (view image)

You now have more flexibility in price round up settings (view image)

We added translatable fields under localisation for PO, Name and Note on the quote page (view image)

We fixed an issue where view notification where not being sent

Bug fixes and minor improvements

You can now configure a company wide email signature

Set low stock alerts for internal stock products (view image)

Added a filter on the product that shows products with low internal stock (view image)

Set the order for products in a category (watch video)

You can now select all products for filter results on the products tab (watch video)

Added shortcuts on the dashboard for quotes with expired and waiting approval status (watch video)

Internal stock now gets pulled from Autotask every hour

We implemented a new footer design

We fixed an issue where the opportunity probably could be more than 100%

We fixed an issue where you could not save a widget from the quote template

You can now define what customer contacts should receive a copy of the order confirmations (view image)

The Autotask company number is now available as a merge field in templates, quotes and emails

You can now fetch latest update for opportunities with a single click from the opportunity overview page (view image)

You can now track who made changes to product pricing settings (view image)

You can now quickly view how a products cost price is determined (view image)

We now convert images to Webp format, saving an average 90% on size

We made improvements to the URL structure of product pages for better SEO performance

Selecting a different distributor for a line item on a quote will now update the cost of the line item on the quote in Autotask

We fixed an issue where the quote sent date did not match the selected localisation

We added an option to configure the "does not require procurement" setting on the product pricing tab and added it to the bulk edit options

We added "Does not require procurement" as a filter on the product management page to enable you to quickly view and change this setting in your catalog

An explicitly entered cost price for a product will now no longer be overwritten daily with the cost price from your preferred distributor. Instead, if you want to use the distributor cost price, you can clear the cost price field, and then the system will use the distributor cost price.

Salesbuildr now automatically applies the default opportunity category you have configured in Autotask when you create a new opportunity. You have to perform a manual synchronisation via Admin, Autotask, "Synchronize only fields" once to enable this.

You can now use a default sender for all e-mail notifications by navigating to Admin, Quote, Quote settings. This will use the default from address you have configured under Admin, Configuration, E-Mail (view image)

Set a default email sender and address for outgoing email notifications

You can now save any quote as a new template. This will save all components and attachments (view image)

You can now change the "customer can modify quantities" setting after you have sent the quote to your customer, without having to retract the quote first

You can now retract a quote without sending a notification to customers (view image)

We added a field to set the Autotask payment type when creating a new quote (view image)

We added a PO field that can be used by your customer when approving a quote (view image)

We added a link to the quote detail page that will open the opportunity in Autotask (view image)

We added a placeholder for the description on the opportunity detail screen (view image)

Updating the expiration date for a quote will now be logged in the audit trail

You can now preview a template as PDF (view image)

Mandatory and optional add-ons can now also be configured at the category level. If products have specific add-ons configured, they will be merged together with the category add-ons when the product is added to a quote (view image)

You can now set preferences for what distributor Salesbuildr should select based on a sort order and rules (view image)

We added a link on the product page in Salesbuildr that will open the product in Autotask (view image)

Quotes that have been approved (let's say for testing purposes) can now be deleted from Salesbuildr, you will still need to delete the quote in Autotask.

Design updates

Bug fixes and minor improvements

You can now configure if a customer needs to sign-in before accepting a quote or to let them directly approve the quote using the link without signing in (watch video)

You can now change the "customer can modify quantities" after sending the quote (watch video)

You can now decline a quote on behalf of the customer with a note that will sync to the opportunity (watch video)

You can now manually add a custom supplier for a product with a cost price that will then sync to Autotask (watch video). Make sure to set the distributor company type first under Admin, Configuration, General: Distributor company type

Internal stock will now be displayed on product pages and quote lines items as (x) behind the consolidated stock to enable you to quickly see what you can promise to customers (see image)

Salesbuildr will now automatically suggest the primary customer contact when creating a new opportunity (watch video)

You can net set a default value for the external product ID field when you go to Admin, Autotask, Billing code (view image)

The Lead source dropdown list in the opportunity overview will now sort alphabetically

We improved the design of the quote summary (view image)

We improved the design of the product edit dialog and move the add-ons configuration to a separate tab (view image)

You can now choose a quote template when using the "Add to quote" option from the store

We improved the add to quote dialog (watch video)

You can now add a discount that applies to one time line items in the quote (watch video)

A better dialog for outgoing emails (view image)

You can now insert images in the quote footer section

You can now open quote, company and contact details in Autotask from the quote page (view image)

When a user logs in with an email address that is not found in your Autotask contact database, all admins will receive a notification so they can map the login to the correct Autotask contact or reach out to the customer to login with their business credentials

We fixed an issue where custom images and fonts that are user in quotes would not be exported to the PDF

We fixed an issue where the cover page would disappear when copying a quote

Design updates

Bug fixes and minor improvements

We have introduced a first version of logging that will reflect changes made to articles, quotes and opportunities for audit purposes. You can review changes under admin - tools - logs. Logging capabilities will be expanded over time.

You can now set "Hide Tax" as a default setting for all new quotes under admin - quotes - quote settings.

You can now set a custom image for each category (watch video)

We added a link to the company detail page in Autotask on the opportunity detail page

We added a link to the opportunity page in Autotask on the opportunity overview page (watch video)

When you create a new quote, Salesbuildr will automatically suggest the opportunity title to be used as the quote title

We added a link to the opportunity page in Autotask to the available email merge fields that can be used to quickly open the opportunity in Autotask from internal notification emails. (see image)

We added links to the company and contact pages in Autotask on the user detail page in Salesbuildr to enable you to quickly check company and contact details (see image)

We added column sorting to the opportunity and quote overview pages

We removed an issue that allows anonymous users to browse the catalog using quick search

We added phone, role and meeting url information from the Salesbuildr user profile as merge fields so you can use them in outgoing emails. (see image)

Quotes now show contact email and phone number to enable you to quickly reach out to them (view image)

We fixed an issue where the view x items per page setting did not work as expected

We added a column on the opportunity overview that tells you the age of the opportunity (view image)

Internal stock now shows the available stock (stock minus reserved/picked) instead of the on hand stock

Pipeline stages are now properly sorted on the opportunity overview (see image)

We improved the preview images for uploaded youtube videos

We implemented some https://schema.org/ recommendations to improve the way search engines read you pages

Design updates

Bug fixes and minor improvements

Opportunities created in Autotask can now be imported in Salesbuildr to be used to create quotes (watch video)

You can now prevent Salesbuildr from sending order confirmations (watch video)

You can now prevent Salesbuildr from updating product names and descriptions in Autotask to prevent your custom names and descriptions from being overwritten (view image)

We added localisation labels for the quote attachments section (view image)

We added a link to the Autotask opportunity that you can use to directly open the quote in Salesbuildr (view image)

You can now retract a declined quote, make changes and send it again

You can now filter on opportunity owner on the opportunity overview page

We created a link to the category page from the category settings in the admin section so you can quickly jump to the products in that category (view image)

We added French localisation options

We optimised the code to improve page load performance across the system

We upgraded front and backend service to improve performance

Design updates

Bug fixes and minor improvements

When a quote is approved the PDF and any PDF attachments up to 10MB will now be uploaded to the opportunity in Autotask (view image)

Product add-ons now appear indented to provide better overview (view image)

You can now open the opportunity in Autotask using the link on the opportunity page in Salesbuildr (view image)

We added a notes field to the quote that can be used by your customer to provide additional instructions. The note will be added to the opportunity in Autotask (view image)

You can now see the part numbers of line items on the quote page so you don't have to look them up when processing an order (view image)

You can now set an end date for articles. After the end date the article will be hidden (view image)

When you have configured quote line items to show product descriptions and the description field is empty, Salesbuildr will revert back to using the product name to prevent the line items from showing no text

When your quote contains multiple line items in a product category, we will now prevent repeating the row headers, resulting in a cleaner layout (view image)

Salesbuildr now remembers the last fetched price for a product, even when the product is no longer available

You can now add keywords to product to help you find them trough quick search (view image)

We fixed an issue where you could not quote a product when no supplier was provided for that product

We fixed an issue where in some cases user logins did not get properly verified

We fixed an issue where product images got misaligned on the PDF export

Design updates

Bug fixes and minor improvements

We added address 2 and middle name to the merge fields collection

Quote presentation mode now used white spaces instead of using horizontal lines for page breaks (watch video)

You can now use filters on the product tab that shows products with duplicate and missing part numbers to enable you to quickly tidy up your product database (watch video)

Part numbers are now shown when searching for a product to add to a quote (view image)

You can now change the header color of the title and background on the landing page (watch video)

Design updates

Bug fixes and minor improvements

You can now configure a user that will receive a BCC for all outgoing quotes under Admin - Quotes - Quote Settings

You can now select internal and external user to receive a copy when sending out a quote

You can now choose to receive notifications every time a quote is viewed or only for the first view (view image)

You can now hide the availability for individual products (view image)

You can now add new products to your catalog directly in the quote editor dialog (view image)

You can now create custom templates for outgoing emails that can be selected when sending a quote. Go to Admin - Quotes - Manage Email Templates to create a new template that can then be applied when sending out quotes (view image)

We now automatically populate the product vendor matrix (view image) on the product page in Autotask with so you can keep track of the different cost prices per distributor. You will need to map the vendor in Autotask to the Onetrail distributors for this to work under Admin - Autotask - Vendor Mapping. This dialog will show all companies that are marked as vendor (view image)

We added a filter to the product management tab that allows you to filter products that are removed from the distributors price lists (end of life) to allow you to then set these products to unlisted and inactive in Autotask using the bulk edit option (view image)

We added "Eligible for RMA" to product edit dialog and bulk edit options

We fixed an issue where the PDF was blank when including a PDF in the outgoing email

We added part numbers on product card and pages and created an option to enable or disable the visibility for your customers

We changed the text link for mapping a login to a Autotask user to a button for better visibility

We now display the service description when managing products on the product tab so you can better identify specific services with similar names

We fixed an issue where product images sometimes got misplaced on the PDF

Design updates

Bug fixes and minor improvements

We consolidated the bulk edit options for products into a single dialog (view image)

We added "isSerialised" to the bulk edit dialog.

We added the ability to change the product vendor to the bulk edit dialog to enable you to consolidate products from the same vendor with different names such as "HP, HP inc and Hewlett Packard".

You now have the option to round up prices for your portfolio (view image) under admin - general

You can now see how many products you imported from the total amount of available product in Autotask (view image)

You now have the option to change the term (month/quarter, year) for products on quotes. Please note that this only works for products, Autotask does not allow changing the term of services.

You can now delete opportunities in Salesbuildr after deleting link quotes first. Because the Autotask opportunity API does now allow deleting opportunities, you will have to manually delete the opportunity from Autotask afterwards

We improved the naming and structure of the admin - email templates section. We also added additional merge fields (view image)

You now have the option to hide the summary for the total one time and total recurring costs on outgoing quotes (view image) on the edit quote dialog

You now have the option to hide the VAT on outgoing quotes (view image) on the edit quote dialog

You can now enable showing product part numbers on the product card and product page under admin - configuration - general

You can now mark a quote as sent for when you want to manually send the PDF or discuss a hard copy with your customer. When you do, instead of sending an email to your customer, the quote will be marked waiting approval. (view image)

You can now save a product widget as a widget template so you can either insert those products into a new quote or use it in one of your templates. (see video)

Part number product search is improved, you can now start typing a product number to get results. We removed case sensitivity and added endless scroll. (see video)

You can now restrict non admins to see other opportunities and quotes (view image)

We added the description, category, start date and lead source field to the edit opportunity dialog (view image)

We increased the image size on product card in category view

Headers will now be displayed in your company color which can be set under admin - site settings - site information

We added a link to our documentation in the top left menu that's only visible for you so you can quickly access the documentation when needed

We fixed an issue where presentation quote views did not get added to the view count.

We fixed an issue where an inserted page break was not respected when saving to PDF.

Design updates

Bug fixes and minor improvements

You can now approve a quote on behalf of a customer, when you do this will show up in the audit trail (view image)

You can now include the quote PDF as an attachment when sending a quote (view image)

On the product tab, products now show as listed of unlisted instead of true of false (view image)

You can now increase the # of records you want to view on the user page

We made the product search dialog larger and added price and availability information (view image)

We moved template and widget management to the admin - quotes section (see video)

You can now select a template as the standard for new quotes and self service orders (view image)

You can now disable product images for line items in a product widget (see video)

We improved the way the system handles login accounts for contacts, when a user logs in for the first time and duplicate contacts exists with that email address, Salesbuildr will automatically link to the contact where you created an opportunity for

We improved the user management page with an edit icon and visual feedback for potential issues with duplicate contacts

We removed the blue header in the email notifications so your logo always looks good

We will now give you a warning when you are trying to add a product that already exists based on the part number

We removed the need for customers to accept your terms and conditions before they can accept a quote to remove friction. You can add it to the quote as a condition instead. (see image)

You can now set a default billing type that will be applied when creating a new category (view image)

Templates now autosave when you edit them

You now have a "save as" option when copying a template

(Bulk) un-listing a product or service in Salesbuildr will now deactivate the product or service in Autotask with an upfront warning

When a quote contains only one product category the subtotal section will not be displayed to prevent printing the same information twice

We added the probability % field to the opportunity dialog

You can now see product descriptions in the product importer (view image)

We fixed an issue where the product imported did not refresh the status after a product import

We fixed an image where inserted page breaks were sometimes not applied to PDF exports

We fixed an issue where the product page did not refresh after quick adding a product using the part number

We improved the load time of the issue page

Billing codes are now alphabetically sorted

Design updates

Bug fixes and minor improvements

Design updates

Bug fixes and minor improvements

We implemented Autotask webhooks and instantly push changes to Salesbuildr when you add or change companies or contacts in Autotask. Follow the steps in this video to enable this functionality.

You can now select any Autotask contact as a quote approver for another company in Autotask. This can be useful if one contactperson controls multiple business. Read this article to learn more.

You can now set customer specific payment terms on the customer admin tab that will then be applied when creating a new quote for that customer

We added a "including VAT" line to the grand total

We added term and unit descriptions to the localisation set configuration

You can now quickly search for users on the Admin - Manage - Users page

You can now edit the names of template snippets

We fixed an issue where the breadcrumb link to the subcategory did not work from a product page

We fixed an issue where the attachments did not copy when applying a template to a quote

Design updates

Bug fixes and minor improvements

You can now copy quote templates, see video

You can now see your internal stock from Autotask for products, see video

We decreased to font size and margins for line items on quote so you can for more line items on one page

You can now see your profit for the sub- and grand totals in the quote

We fixed an issue where not all configured payment terms would show

We fixed an issue where template that are set attachments would not be visible on the quote page

We added valid from date, quote expiration date and payment terms as merge fields

We replaced the localisation labels for a more elegant system that enables you to set both labels as well as date and number notation for regions, see video

You can now add a page break above the footer in quote templates

You can now select any Autotask contact as a quote approver for any customer, see video

You can now adjust the height of the hero section on landing pages

We made the add products to quote section sticky so you won't have to scroll up

You can now prevent customers to change line items on quotes on a per quote basis, see video

We added product availability as a filter on category pages, see video

Design updates

Bug fixes and minor improvements

You can now choose to use product/service name or product/service description on line items in quotes (video)

The accept or decline buttons now also show under the grand total section so customers don't have to scroll up when they want to accept a quote (video)

You can now set the height of the hero section of landing pages

We now only add a suffix to a product name in Autotask when that product already exists

We added a "Are you sure?" warning when deleting products from quotes

We moved the financial summary to the bottom of the quote to give the quote page a cleaner look (image)

You can now see your margins on the sub- and grand totals in the quote (image)

You can now see manufacturer part numbers on the product management page

We have improved the design of outgoing email messages

You can now adjust "show # of items per page" on all overview pages

We fixed an issue where results would drop off the screen when adding products add-ons

We fixed an issue where the quote line item option "product/service name or product/service description" did not save

We fixed an issue where the default accountmanager in Autotask would not show on the company card in Salesbuildr

We fixed an issue where product importing got stuck at 10 products

You can now show or hide the welcome message on the dashboard on Admin - Configuration - General - Basic Configuration

Autotask contact Prefix and suffix fields are now available as merge fields

Design updates

Bug fixes and minor improvements

You can now edit cover pages for your quotes (video)

You can now edit labels for customer facing fields and buttons on quotes on quotes and quote templates (video)

You can now enter a negative amount for line items

You can now enter any line item quantity

We moved the pricing tab to the left on the edit product dialog

We removed the vendor name to display on quote line items

We added a better structure for the admin pages

You can now set the % markup for all subcategories at once (video)

You can now customise the available filters on category pages to help you customers find the right products

You can now use manufacturer part numbers in search fields to find products or to add products to quotes

Design updates

Bug fixes and minor improvements

We have updated the synchronisation for Autotask quotes, updating only changed items to increase the synchronisation speed

You can now edit existing quote snippets

You can now apply a different template on a quote you already created

When copying a quote, item and add-on quantities and descriptions are now also correctly copied

You can now link Autotask user defined fields to Salesbuildr custom field and use them as merge fields in quotes (see article)

You can now create product placeholder sections in quotes and drag and drop line items between product placeholder sections (see video)

We support for Autotask parent child relations where you can now select a quote approver for quotes that have been sent to child accounts.

We added an option to set the line item quantity to 0, to enable you to add optional product that your customer can select by changing the quantity of the line item.

We fixed an issue where opportunity rules were not being applied for approved quotes.

You can now disable the line item hyperlink that link to product pages on quotes and quote PDF downloads onder admin, configuration, quotes. This prevents customers from navigating to the product pages.

You can now bulk edit products per product category (see video)

You now have a synchronise all option when importing products or services from Autotask to Salesbuildr.

When you enabled the whitelist for all categories, the store button that leads to the category overview will not be visible anymore, unless customers have been added to the whitelist.

We added 'quote name' , 'quote date' and 'root category' to merge fields in text blocks and email templates.

We added a footer placeholder under the grand total that can be used in quotes and quote templates (see video)

When a quote is approved the status, approver name and approved date is now added to the PDF to enable your customer to save an approved quote for their archives (see example)

We added to option to change the contents of the outgoing email when sending a quote to your customer (see video)

We added an insert link option into the text editor.

We have added an option to in- or exclude the cover page to quotes and quote templates (see video)

Design updates

Bug fixes and minor improvements

We updated the logic for authenticating customer logins that caused issues when multiple customers are created in Autotask that share the same email address. Read more here.

Salesbuildr is now a verified Microsoft app enabling you to approve login for your tenants from your tenant's domain admin.

Design updates

Bug fixes and minor improvements

We added contact email, role and phone number as merge fields

We added the option to send a quote to multiple customer contacts

We added the option to save quote snippets when editing a quote template

We added the status of the quote in quote presentation mode

We added the attachments in quote presentation mode

We increased the maximum amount of line items in quotes

We resolved an issue where mapping category billing codes was not saving when editing multiple categories at once

When a quote is approved view notifications will now be logged but not be sent anymore

We resolved an issue where mapping category billing codes was not saving when editing multiple categories at once

Design updates

Bug fixes and minor improvements

You can now apply shipping costs when products from a specific category are added to a quote from the category settings

You are now prompted to add shipping cost when you send a quote

You can now set the product image as primary image on the product page on the category edit dialog

You can now send quotes without line items so that can be used as legal agreements

We added a share button in presentation mode that will copy the link to your clipboard so you can easily share it with others

You can now select what filters you want to enable on the category pages based on the CNET product sheets

Design updates

Bug fixes and minor improvements

Added TinyMCE editor so you can now add tables to text blocks

Quotes can now be viewed in presentation mode without logging in first

Design updates

Bug fixes and minor improvements

You can now download quotes as a pdf file

We have added a dedicated footer section for quotes so when you add items they appear above the footer

Quotes now feature an audit trail that tells you when items have been added or remove, when a quote has been sent and when it's viewed

The Salesbuildr quote now contains a deeplink to the Autotask quote

You can now configure internal approvals for quotes above a certain amount, discount percentage or when products from specific categories are offered

We added an issue page in the admin section that provides feedback on items that need attention or configuration

The quote owner / accountmanager now get a BCC when a quote is sent to your customer or when a customer places a self service order

Bug fixes and minor improvements

You can now hide product availability for specific root and sub-categories

You can now hide pricing for non-logged in users

You can now add attachments to quotes and quote templates

Bug fixes and minor improvements

Removed the need to add category descriptions for a more cleaner storefront look and feel

Added a language selector for product content

Add serialised checkbox for products

Added better feedback when product synchronisation issues occur

Added realtime price and availability update button to quotes

Quotes are now being sent using the email address of the opportunity owner

Quotes can now be previewed from a customers perspective

Customer views are now logged on the quote update tab

Added the ability to add attachments to quote templates

Bug fixes and minor improvements

Added collapse/expand buttons to the quote sidebar

Fixed an issue with duplicate names when creating products in Autotask

Fields in opportunity dialog are now pre-filled based on the logged in user

Added the ability to add attachments to quotes

Added customer email address in quote sidebar so you can verify that the quote will be send to the correct recipient

Added new version notification that can trigger a refresh

Bug fixes and minor improvements

We now offer automated product import based on a part number with images, marketing copy and specifications.

We have added new merge fields that can be used in quotes

Outgoing mail is now relayed using Sendgrid using your own domainname

Fixed quote snippet ordering issue

Added a new chat message indicator for quotes

You can now add automated notifications to remind your customer of quoted that are about to expire

Bug fixes and minor improvements