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Documentation
Learn more on how to use Salesbuildr by browsing the topics below. The most used articles are in the top section.
52 articles
Getting startedLearn how to get support
How to send a proposalThis guide explains how to use the new proposal editor
Getting started: KPN RoutIT 🆕Learn how to setup and use the Salesbuildr KPN / RoutIT integration
Quick Guide: Adding products to your catalogLearn how to add a product to your catalog based on the part number
Quick Guide: Advanced import workflowsLearn how to import into your catalog, pricing books or customer proposals from XLS, CSV or Clipboard source files
Salesbuildr Security InformationLearn about what security measures we take to keep your data secure
Quick guide: Trial versionHow to get started with Salesbuildr
Frequently asked questions (FAQ)Find answers to the questions that are asked to most
Release notesThis article contains the latest release notes
Release notes archive 2023See all previous release notes
Release notes archive 2024
Onboarding and setup
Learn how to prepare and get started with Salesbuildr
Pre-onboarding checklistLearn how to prepare Autotask for using Salesbuildr
General settingsLearn about the general setting that are available in Salesbuildr
Post-onboarding checklistFollow these steps after onboarding to get up and running quickly
Connector for Salesbuildr with Dynamics 365Learn how Salesbuildr integrates with Microsoft Dynamics Sales and Business Central
Integrating with Connectwise ManageLearn how to prepare Connectwise Manage for using Salesbuildr
Integrating with AutotaskThis arcticle describes how to prepare and setup Autotask for Salesbuildr
Distributor integrations
Go here to learn how to add new distributor pricing feeds
Adding custom distributorsLearn how to add cost prices for custom distributors
Setting up your distributorsThis article explains how to request credentials and setup distributor feeds
Companies, contacts and users
Learn how to manage business rules for customers and contacts
Managing customers and contactsLearn how to onboard your customers
Users and permissionsLearn how to add users and set permissions
Managing Products and ServicesLearn how to add and edit products and services
How to create a bundleThis article describes how to create a bundle from multiple items in your catalog
Product specificationsLearn how to manage specifications on category pages
Import products using the distributor MarketplaceLearn how to find products across connected distributors
Managing categoriesLearn how to manage your category structure
Bulk editing productsHow to change add-ons for multiple products at once
Configure add-ons for categories or productsLearn how to configure add-ons on product categories to standardise and automate your up-and cross sell items.
Setting up dynamic product pricingLearn how to configure pricing and pricing rules
Setting up Autotask billing code mappingsLearn how to configure different billing codes for product categories
Setting up roles (labour)Learn how to import roles and use them as labour items on qoutes
Category structure exampleThis article offers an example category structure for your portfolio
Setting up internal stockLearn how to synchronise your Autotask product inventory
Setting up customer discount groupsLearn how to create discount groups for specific customers
Creating and managing opportunitiesLearn how to manage your opportunities
Pricing booksLearn how to setup customer specific pricing books
Advanced approvalsLearn how to configure advanced approval workflows
How to configure Quote DefaultsLearn how to set default values for quotes
Tracking churn and service terminationsLearn how to include service terminations to your proposal based on active contracts
Setting up customer approval workflowsHow to set customer approval workflows
Branding and messaging
Learn how to add logo, fonts, colors, branding and messsaging
Landing pagesLearn how to create and build landing pages
Email signaturesLearn how to set a signature for outgoing emails
Managing Branding, pages and footerLearn how to customise Salesbuildr
Setting your terms and conditionsLearn how to configure terms and conditions
Archive
Older documentation that will be retired
Quick Guide: How to create and send a quoteLearn how to quickly create and sent a quote to a customer