Onboarding and setup
Learn how to prepare and get started with Salesbuildr
7 articles
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.