Salesbuildr can now scale with your browser window so you can have a better overview of on larger resolutions.

We started to add sortable columns troughout the interface. Not all have been enable yet, more to follow in the upcoming releases

Search: We have improved the speed and search capabilities of the marketplace to make it much more precise. You can now type "HP Probook i5" to just show HP Probooks with I5 in the description.

You can now set a default mail address that receives notifications of approved quotes only.

Enabled instant inline editing when you drop a widget into a proposal.

Salesbuildr will now pull in the Linkedin profile link for your contacts and display an icon that takes you to their Linkedin page. This required you to enable the Apollo.io integration.

We improved the dialogue for the manage my profile screen.

TNWC has a large portfolio of new and refurbished mobile phone and is now available for you to enable in the marketplace in the Netherlands.

Target components is now available for you to enable in the marketplace in the United Kingdom.

You now have the option to automatically hide products that are not in stock for end customers.

When end customers open a draft basket, it now opens as a basket instead of a proposal.

The order confirmation page now shows a breakdown of costs for each item.

Mandatory add-ons are not greyed out for end customers to prevent them from deselecting them.

When you create a new service, Salesbuildr will now use the part number value to update the service MPN field inside Autotask.

Salesbuildr will now look at the service MPN field inside Autotask to try and match KPN-RoutIT services with services in Autotask.

You can now add new notes to your opportunities. These will also be sent to Opportunity in Autotask.

We added a new opportunity field where you can add an estimated churn value for your forecasting.

You can now fetch ICECat product information in bulk.

Year-to-date one-time revenue, MRR and the number of quotes sent are now available in the company export .csv file, so you can use this in your analysis.

When copying a proposal, you now have the option to copy prices from the quote of default to catalogue prices.

When you specify the contract duration, Salesbuildr will also update the contract duration field in Autotask.

We moved the options for adding products to your proposal to the first tab on the side panel in order to speed up your workflow and prevent you from having to switch tabs.

We have added the ability to Inline edit pages.

Added a left pane with a table of contents to your proposal.

You can now map margin, unit, require procurement, select a specific distributor and select a proposal template to be used to bulk create renewal proposals. Read more here.

You can now unlink services between KPN-Rout-it and Autotask services.

New roundup options for products:

You can now use the internal quote note in internal email notifications using {{quote.internalNote}}

Be able to set a background image for content pages

You can now add attachments to widget templates that will be added as attachments to the proposal when you drag the widget into your proposal

Filter by Creation Date: You can now filter quotes by their creation date, making it easier to track and manage quotes over time.

Character Limit in Description Field: A finite character limit has been set for the description field in quotes, enhancing clarity and readability.

"Insert Products Here" Button: The reintroduction of this button in the new editor simplifies adding products to quotes.

Clear Date Filters: New functionality to clear date filters, enhancing ease of managing and sorting quotes.

Open Products in New Tab: Products in quotes will now open in a new tab, facilitating easier reference and comparison.

Discounts: You can now choose between applying a percentage or a hard number when adding a discount, offering more flexibility in pricing adjustments.

New columns to separate MRR and One time revenue

Opportunity Summary tiles: New tiles show you year to date information on opportunities created. closed and conversion rate. This will be expanded over time with additional filters and date ranges.

Custom Distributors with Optional Product ID Input: You can now input distributor product IDs optionally, offering more flexibility in managing distributor-related information.

Licensing Renewals and New Product Imports: Enhanced the import process for licensing renewals, including the ability to import new products when the category is unknown.

Import Column Q as Quote Title: The import feature now includes the ability to use Column Q "Title" as the quote title.

Combining Multiple Rows for the Same Product: Multiple rows for the same product in imports can now be combined into one row, streamlining the data entry process.

Date Format Explainer in Pricing Book Importer: An explainer for the "date format" has been added to the pricing book importer for clearer understanding and accuracy.

Applying Pricing Books to Existing Items: When applying a pricing book to a quote, it will now apply to all already existing items, ensuring pricing consistency.

Special Bid Field Addition: A special bid field under the "purchase info" field has been added, which overrides the value from the pricing book, providing more pricing flexibility.

Simplified Pricing Books Search on Quote Dialog: The search functionality within the pricing books on the quote dialog has been simplified, making it easier to find and apply the right pricing book.

Improved Contact Management: The company tab has been moved to a company card on the contact page for consistency, making it easier to manage and view contact details.

Seamless Integration with Autotask: Now, creating a new contact in Salesbuildr will automatically create a corresponding contact for existing companies in Autotask, streamlining your workflow. Learn how to setup the integration with Apollo if you want contact details to be automatically fetched.

Contract Churn Management: We've introduced tweaks for better handling of contract churn, providing insights and tools to manage and reduce churn effectively. Learn more in this article.

Flexible Add-Ons Arrangement: You can now change the order of add-ons in quotes for better customization and presentation.

Global Quote Configuration: Added a global configuration to decide if generated product widgets are named after their category or parent category, offering more flexibility in template customization.

Licensing Renewals and Imports: Enhanced the import process for licensing renewals, including the ability to handle new products with unknown categories and import specific data as quote titles. Read this article to learn more.

Simplified Pricing Book Search: Streamlined the search process in pricing books on quote dialogues, making it quicker and easier to find the right pricing information.

CRM Opportunity Status Update: Improved integration with Dynamics 365, including updates to opportunity status in the CRM, ensuring better synchronization and data accuracy.

Full-screen images: You can now upload full-screen images as image widgets and use them in your proposal to make them more visually attractive.

Widget settings: We have relocated settings to the left of the widget, providing more screen area for content editing and removing the need to resize the window.

New Tab for Product Details: Enhanced user experience by opening product details in a new tab, preventing disruption of workflow.

Drag and drop quote pages: Reintroduction of the drag-and-drop feature for quote pages, boosting efficiency in quote creation.

Quote options: Improved layout and arrangement of buttons in the quote detail tab, offering a more intuitive user interface.

Global Quote Configuration: Added global configuration for setting how Salesbuildr should name product widgets. When you insert a new product into a proposal, the title of the widget is set to the title of the subcategory of the product. You can use this setting to set the title of the widget to the main category.