Quotes and opportunities
15 articles
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.