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