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Learn more on how to use Salesbuildr by browsing the topics below. The most used articles are in the top section.

53 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 2024