Documentation
Learn more on how to use Salesbuildr by browsing the topics below. The most used articles are in the top section.
85 articles
Getting startedLearn how to get support
How to send a proposalThis guide explains how to use the new proposal editor
Getting started: KPN RoutITLearn 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 Salesbuildr release notes
Release notes archive 2024Salesbuildr app release notes - description of our bi-weekly platform update
Release Notes Archive 2025Salesbuildr app release notes of 2025 - description of our bi-weekly platform update
Onboarding and setup
Learn how to prepare and get started with Salesbuildr
Provisioning checklistLearn how to prepare Autotask or Connectwise Manage with Salesbuildr
General settingsLearn about the general setting that are available in Salesbuildr
Onboarding checklistFollow these steps after onboarding to get up and running quickly
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
Dynamics 365 SalesLearn how to prepare your Microsoft Azure and Power-Portal Admin for Salesbuildr
ConnectWise ManageLearn how to synchronize Salesbuildr with ConnectWise Manage to efficiently manage products, services, categories, and ensure seamless data integration.
Integrating with HubSpotLearn how Salesbuildr works with Hubspot
Getting started: Company brandingBasic elements of branding to change when starting Salesbuildr
Getting started: Review your portfolio
Getting started: Templates & widgetsLearn the basics of template building
View your logs
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
Adding custom distributorsLearn how to add cost prices for custom distributors
Setting up your distributorsThis article explains how to request credentials and set up distributor feeds in Salesbuildr
Setting up your Distributors - BENELUXThis article explains how to request credentials and setup distributor feeds
Setting up your Distributors - USThis article explains how to request credentials and setup distributor feeds
Setting up your Distributors - AUSThis article explains how to request credentials and setup distributor feeds
Setting up your Distributors - UK & IEThis 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
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 & hierarchy overview
Configure Sales tax/VAT handling general settings
Configure Sales tax/VAT on the product Root Category level
Configure salex tax/VAT on the product type level - Autotask only
Sales tax/VAT on company level
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
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
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.
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
Google Tag ManagerHow to configure the Google Tag Manager integration
Working with Apollo.ioLearn how to integrate with Apollo to automatically fetch company and contact information
Integrating Salesbuildr with HaloPSAIntegrate HaloPSA with Salesbuildr to sync quotes, products, and services
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
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.
Public API documentationIntegrating with the Salesbuildr public API
API Fair Use PolicyGuidelines and limits for using the Salesbuildr public API fairly and responsibly.
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.