Documentation

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

92 articles

Getting Started with Salesbuildr: A Comprehensive GuideThis guide provides essential steps to help you navigate Salesbuildr and utilize its various features effectively.

Getting Started with Your Salesbuildr Trial: A Comprehensive GuideThis guide provides step-by-step instructions on how to install, configure, and explore Salesbuildr during your trial period.

Frequently asked questions (FAQ)Find answers to the questions that are asked to most

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.

Onboarding checklistFollow these steps after onboarding to get up and running quickly

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.

Getting Started with Your Salesbuildr Trial: A Comprehensive GuideThis guide provides step-by-step instructions on how to launch, configure, and explore Salesbuildr during your trial period.

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.

Guide to Setting Up Distributor ConnectionsThis article provides detailed steps on how to acquire distributor credentials, configure feeds, manage selection rules, and optimize your procurement processes within Salesbuildr.

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.

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

Customer Storefronts

Creating customer storefrontsLearn how to manage self service purchasing

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 your product and service catalog

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

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

Quotes and opportunities

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.

How to send a proposalThis guide explains how to use the new proposal editor

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.

Quote Templates

Managing templatesLearn how to add templates for quotes

Customising outgoing email templatesLearn how to configure email and work with email templates

Changes in quote editor - Oct 2024

Managing TemplatesLearn how to manage templates for quotes

Customer Experience

The DashboardLearn how to navigate your dashboard, use quick actions, and customize the experience for both your team and customers.

Managing news articles and contentLearn how to manage articles and documentation

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 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 Salesbuildr with HaloPSAIntegrate HaloPSA with Salesbuildr to sync quotes, products, and services

Integrating with Connectwise ManageConnect your ConnectWise Manage instance to unlock quoting, whitespace analysis, and automation inside Salesbuildr.

Integrating with AutotaskSet up Autotask with Salesbuildr, configure country code, create API user, set permissions, enable webhooks & start syncing data.

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.