Documentation
Learn more on how to use Salesbuildr by browsing the topics below. The most used articles are in the top section.
87 articles
Frequently asked questions (FAQ)Find quick answers to the most common questions about Salesbuildr
Onboarding and setup
Learn how to prepare and get started with Salesbuildr
Provisioning checklistLearn how to prepare Autotask or Connectwise Manage with Salesbuildr
Salesbuildr General Settings ConfigurationA comprehensive guide to configuring general settings in Salesbuildr.
Customizing Your Brand in Salesbuildr: A Quick Start GuideLearn how to personalize your Salesbuildr experience by updating the logo, font, and main color to align with your brand.
Getting started: Review your portfolio
Getting started: Templates & widgetsLearn the basics of template building
View your logs
Custom quote widget with input fieldsCollect customer details during quote acceptance using customizable form fields embedded directly in your quote.
Hubspot
Learn more about how to use the Hubspot Integration
Working with HubSpotLearn what you can do with Salesbuildrs Hubspot Integration
Distributor integrations
Go here to learn how to add new distributor pricing feeds
Step-by-Step Guide to Setting Custom Cost Prices for Distributors in AutotaskThis guide provides clear instructions for configuring custom cost prices for distributors and synchronizing this data efficiently with product cards in Autotask.
Setting up your Distributors - BENELUXThis guide helps you set up and verify pricing and availability feeds for all supported Benelux distributors in Salesbuildr.
Setting up your Distributors - USThis guide helps you set up and verify pricing and availability feeds for all supported US distributors in Salesbuildr.
Setting up your Distributors - ANZThis guide helps you set up and verify pricing and availability feeds for all supported ANZ distributors in Salesbuildr.
Setting up your Distributors - UK & IEThis guide helps you set up and verify pricing and availability feeds for all supported UK & IE distributors in Salesbuildr.
Getting started: KPN RoutITLearn how to setup and use the Salesbuildr KPN / RoutIT integration
Setting up your Distributors - CanadaThis guide helps you set up and verify pricing and availability feeds for all supported Canada distributors in Salesbuildr.
Guide to Setting Up Distributor ConnectionsThis article provides detailed steps on how to acquire distributor credentials, configure feeds, manage selection rules, and optimize your distributor processes within Salesbuildr.
Companies, contacts and users
Learn how to manage business rules for customers and contacts
Managing customers and contactsLearn how to onboard your customers
Getting started: Users and permissionsLearn how to add users and create roles and permissions
Sales tax and VAT
Explains the different ways Salesbuildr can handle sales tax and VAT
Sales tax/VAT Settings & HierarchyOverview of how VAT/Sales Tax is calculated in Salesbuildr across global, category, product, and company levels.
Configure Sales tax/VAT on the product Root Category levelConfigure tax rules per product category, perfect for distinguishing taxable products from non-taxable services.
Configure salex tax/VAT on the product type level - Autotask only
Sales tax/VAT on company levelLearn how to configure Sales Tax / VAT settings at the company level in Salesbuildr.
Belgium Custom Tax CodesBebat and Recupel
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
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
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 a vendor spreadsheet into your catalog, pricing books or customer proposals from XLS, CSV or Clipboard source files
Managing CategoriesLearn how to manage your category structure
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
How to send quotes from different company entitiesLearn how to use dynamic fields in templates to be able to quote from different company entities using a single template.
Setting up customer approval workflowsHow to set customer approval workflows
Create a post-sale ticketLearn how to create a post sale ticket from an approved quote
Multi-currency
Certificate of Completion
Configure Leasing Terms in QuotesEnable leasing in your account, setting term options, interest rates, and assigning leasing eligibility at the product level.
Create a Sales Order in HaloPSA using SalesbuildrLearn how to create a Sales Order in Halo PSA directly from an approved quote in Salesbuildr.
Quote Signatures VariableHow to use the {{quote.signatures}} variable
Create and Send Proposal in 2 minutesLearn how to quickly create and send proposals in Salesbuildr using Quick Quote. Perfect for fast quotes with minimal editing.
How to Configure Quote DefaultsLearn how to set default values for quotes
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
Snippets - sending marketing emails to one or multiple contactsHow to create email templates (snippets) and send to single or multiple contacts
Integrations
Learn how to use the integrations
Configuring Google Tag Manager IntegrationA step-by-step guide to set up and enable Google Tag Manager for your site.
Integrating with HubSpotLearn how Salesbuildr works with Hubspot
ConnectWise Field Mapping & NavigationA detailed reference of how ConnectWise fields map to Salesbuildr and how to access linked data within the platform.
Halo PSA Field Mapping & NavigationThis article defines how data will be pushed from Salesbuildr to Halo PSA and vice versa.
Pax8 integrationLearn about the Pax8 integration inside Sales Builder.
Halo settings that may affect Salesbuildr integrationWe occasionally discover a setting in Halo that may be unique to a tenant that causes an issue with our normal integration. We are adding these issues with solutions below.
Integrating with AutotaskSet up Autotask with Salesbuildr, configure country code, create API user, set permissions, enable webhooks & start syncing data.
Integrating Salesbuildr with HaloPSAIntegrate HaloPSA with Salesbuildr to sync quotes, products, and services
Integrating Salesbuildr with Apollo.io for Enhanced Lead ManagementThis guide provides a step-by-step process to integrate Apollo.io with Salesbuildr, enabling automatic fetching of company and contact information.
Integrating with Connectwise ManageConnect your ConnectWise Manage instance to unlock quoting, whitespace analysis, and automation inside Salesbuildr.
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
Configure Sales tax/VAT handling general settings
Whitespace module
Learn how to user the whitespace module for finding opportunities in your customer base
The Whitespace ModuleLearn how to work with the whitespace module
Purchase orders
Learn how to send Purchase orders with Salesbuildr
How to create and send a Purchase orderLearn how to send a Purchase order
Public API
Comprehensive resources for integrating with Salesbuildr's public API, including documentation and usage guidelines.
API Fair Use PolicyGuidelines and limits for using the Salesbuildr public API fairly and responsibly.
Public API documentationA detailed overview of the Salesbuildr public API for seamless external tool and platform integration.
System and Profile Settings
Manage everything related to your personal profile, system configuration, subscription details, and legal policies.
Manage your SubscriptionLearn how to review your subscription status, update payment methods, and synchronize user counts to ensure accurate billing.
Manage your profileUpdate your name, contact details, platform language and personal introduction to keep your Salesbuildr profile up to date.
Salesbuildr Terms and conditions & Privacy PolicyNeed our Terms or Privacy Policy? Here’s how to find them in the platform.
Salesbuildr Security InformationYour data security is our priority. This article explains the security measures we've implemented to protect your information.