This document contains topics and questions that come up a lot.

Salesbuildr works stand alone, based on an integration with Autotask or based on an integration with Dynamics 365 Sales and Business Central. For stand alone use, you need either a Microsoft 365 or Google workspace account and a list of product and services that you want to sell. You can create customer and contact in Salesbuildr. Approved quotes can be exported including line item information for downstream processing in finance or accounting tools. See the pre-onboarding checklist for information on how to get started.

The Salesbuildr-Autotask integration is built to streamline your sales processes and save valuable time. Here's a quick overview:

The goal of this integration is to help IT Managed Service Providers to boost productivity, enhance sales efficiency, and maintain better customer relationships by ensuring that all business critical data is aligned and updated across both platforms.

Salesbuildr has a catalog that enables you to sell any combination of hardware, software, labour and services with recurring or non-recurring pricing. Additionally, you can use any product or services as an add-ons for other products and services. Finally, you can combine any item from you catalog to create bundles that show up as single line items for customers to simplify how you sell. The bulk editor makes it easy to keep you catalog clean and organised.

If you create a product that has a manufacturer part number (MPN) Salesbuildr will try to download images, name and description from our product content database. If the product is offered by one of your connected distributors, it will download pricing and availability for that product.

If you you Autotask or Dynamics 365 Business Central, Salesbuildr can automatically import your inventory so that it shows up in Salesbuildr.

Yes. As long as the product or service has not been added to a quote a bin icon will show next to the product in the products tab enabling you to remove it from Salesbuildr.

Companies, contacts will automatically update to Salesbuildr when you add or change them in Autotask, as long as you have provided webhook permissions to the API user. Users get updated with an hourly synchronisation.

Yes. You can add a selection of products and services from your catalog into a customer pricing book. Read this article to learn how.

You can edit that field on the Admin tab in the product edit dialog.

If you have the premium plan, you can export your catalog to csv for external analysis or downstream processing. Use the export button on the products tab to export the filtered qoutes. Click this link to view what's exported.

Yes. You can configure default behaviour trough the quote configuration settings, or enable this on a per quote basis.

Yes. By default the manufacturer part number (MPN) is hidden. You can choose to make it visible to your customer trough the quote configuration settings.

Yes. By default the product availability is hidden for customers. You can choose to make it visible trough the quote configuration settings.

Yes. By default you can set basic approval workflows based on order value, discount or items from specific categories. The premium plan offers advanced approval workflows.

Yes. You can configure external email addresses to receive quote notifications trough the quote configuration settings.

Yes. You can set approval rules based on the order value, discount or if the quote contains products from specific categories. quote configuration settings. The premium version contains advanced approval workflows.

Yes. You can choose to send the quote as a PDF attachment. We do not recommend this as you cannot chance a PDF after it has been send.

Yes. You can choose to make the purchase order number (PO) field visible trough the quote configuration settings. If you enable this field you customer can add a PO number during the approval of the quote.

Yes. Your customer can add a note during the approval of the quote. This will be sent to the Autotask opportunity entity so it can be used in downstream processes.

Yes. You can set if a line item will show using the name, description or name+description fields. For services, you can also choose invoice description. You can set this on the quote configuration settings.

Yes. You can invite your supplier, enable sign-in access and provide the user with the template edit permission role. They can they login and will only have access to your template library.

An already approved proposal can not be withdrawn, you can however copy the quote within the same opportunity and send a new proposal should the customer require an adjustment on the quote after signing. You can then delete the approved quote that was incorrect. Make sure you also delete the approved quote your PSA. (Autotask / Connectwise)

You can hide sign-in options for customers by navigating to Admin, Quotes, Quote settings. Here, make sure "Turn on anonymous approvals for your site" is enabled. Then select the quote settings tab and make sure "This quote can be approved without logging in" and "Hide sign in options for anonymous user on quote presentation page" are enabled.

For each template that you have, be sure to check if "This quote can be approved without logging in" and "Hide sign in options for anonymous user on quote presentation page" are enabled on the template settings page.

If you run Autotask, you can change the quote numbering by navigating to Admin, Features & Settings, System Settings. Expand the CRM section to adjust the "Next quote number"

If you have the premium plan, you can export your quotes to csv for external analysis or downstream processing. Use the export button on the quotes tab to export the filtered qoutes. Click this link to view what's exported.

This could be cause by several reasons. Most of the times this is caused because you have selected a contact that has been activated, a payment term that has been removed or an opportunity category or sources that has been removed. You can view the reason by clicking the icon below or by navigating to the related opportunity and checking the sync state window at the bottom left of the page. Once you have fixed the underlying issue, you can click retry to force a sync.

If you have the premium plan, you can export your companies to csv for external analysis or downstream processing. Use the export button on the companies tab to export the filtered companies.

This will output the following columns

Salesbuildr can automatically download product information, pricing and availability from a wide range of distributors. You can view the latest overview of supported distributors on this page. This page also contains who to reach out to in order to request credentials for pricing feeds.

Yes. The premium version enables you to import a vendor quote, special bid or list of product and services into your catalog, customer pricing books or quotes. This includes importing products with a bill of materials (BOM). Salesbuildr works with XML or CSV source files, or you can copy and past from any spreadsheet. You can choose to overwrite product information based on the manufacturer part number (MPN).

Read the Quick Guide: Importing products, quotes and special bids to learn how this works.

Emails may end up in the spam folder for a variety of reasons, many of which are beyond the control of Salesbuildr and its integration with SendGrid. Here are some common factors:

Review Content: Make sure the email content doesn't contain any keywords commonly associated with spam.

Check SPF/DKIM/DMARC: Ensure these records are correctly set up in your DNS settings.

Monitor Sender Reputation: Use tools to monitor the reputation of your sending IP address and take action if it starts to decline.

Engagement Tracking: Monitor how recipients engage with your emails and adjust your strategies accordingly.

Consult IT: If you suspect firewall settings are the issue, consult with the IT department of the affected party to adjust settings or whitelist your domain.

While Salesbuildr facilitates the email sending process through SendGrid, it does not have control over the receiving end, particularly the firewall settings of the end customer's domain. These settings are managed by the end customer's IT department, and Salesbuildr cannot alter them. Therefore, Salesbuildr cannot provide support for issues related to emails landing in spam folders due to such settings. It's crucial for the end customer to consult their IT department to ensure that emails from your domain are whitelisted and not flagged by their internal systems.

Sendgrid indicates that Uceprotectl3 is not a reliable party to use as a spam filter. We have done some research ourselves, resulting in two additional sources that support this view (TransIP) and (Reddit, see first comment).

Here you can see that Uceprotectl3 is the only party that has blacklisted this IP from Sendgrid, with the aim of being paid for removal or waiting until you automatically disappear from the list within 7 days.

Therefore, we cannot influence this, and it is unrelated to the proper functioning of Salesbuildr or Sendgrid. If you have more examples of messages, we can look into it, but the findings of this research are clear in my opinion.

The only solution we see is for you to either remove Uceprotectl3 as a source for the spam filter yourselves, or request the customer you are emailing to do so, referring to the sources that describe the fraudulent nature of Uceprotectl3.

Charges do not get imported from Autotask. If you want to convert hours to charges in Autotask you will need these hours as a product within Salesbuildr, which you can then convert to charges in the won-wizard in Autotask.

If you setup a parent-child relationship in your PSA this relationship is usable within Salesbuildr. A user under the "parent" organisation will then be able to accept quotes for the "child" when logging in.

when going to the pricing page on a product, you can edit existing custom prices and delete them from there