How can we help you?
Search for any helpful articles from our team to find an answer to your question.
Best Practices
Proven ways to set up and run Salesbuildr, from building a clean catalog and pricing rules to quoting, closing and syncing with your PSA. Each article explains what to do, in what order, and why, with links to the how-to guides.
Getting Started
Set up your account and learn the basics.
PSA Setup Guides
Connect your PSA (Autotask, ConnectWise, HaloPSA) and configure defaults.
Products
Product catalog, categories, pricing books, favorites, and distributor connections.
Opportunities
Manage your opportunity pipeline, stages, and deal tracking.
Quotes
Create, send, and track professional proposals.
Storefront
Self-service ordering portal for customers — an add-on module with its own catalog, basket, and Stripe payment flow.
Whitespace
Identify upsell and cross-sell opportunities across your customer base.
Post-Sale
Manage purchase orders, pending items, and order fulfillment.
Companies
Manage customer companies, vendors, pricing agreements, and portal access.
Distributors
Distributor connections, regional availability, ordering, and configuration.
Integrations
PSA, CRM, distributor, and third-party integrations.
Admin
Admin settings — messaging, branding, pricing, integrations, users, and platform configuration.
Support
Troubleshooting, release notes, and policies.
FAQ & Troubleshooting
Common issues, error resolution, and troubleshooting guides.
Release Notes
Find the latest release notes here.