Storefront

The Storefront is a premium add-on that turns Salesbuildr into a self-service ordering portal. Instead of receiving a quote, your customers browse your product catalog, build their own basket, and check out — with or without Stripe payment.

Add-on required. Storefront is not included in the standard Salesbuildr plan. Contact your account manager to enable it for your tenant.

How it works for customers

When Storefront is enabled, your signed-in contacts can:

1. Browse your product catalog by category or search

2. Add products (with add-ons and quantities) to a basket

3. Review their basket — adjust quantities, remove items, manage optional add-ons

4. Check out — confirm PO number, accept terms and conditions, sign, and place the order

5. Pay via Stripe if your configuration requires payment before the order is processed

Each basket is a special quote type in Salesbuildr. Baskets appear in your quotes list alongside standard quotes — they can be tracked, audited, and synced to your PSA in the same way.

No public companies catalog

The storefront does not list companies for anonymous visitors. Header and footer no longer include a Companies directory. Signed-in users can still open a company they have access to; someone who is not signed in is asked to log in.

See Companies for the signed-in company list and detail page.

Browse categories

Customers navigate to your branded storefront and browse products organized by category. Each category can display as a list or tiles (cards), configured at Settings > Site Settings > Storefront.

Categories can include a description, header image, and content blocks configured in your catalog.

Storefront category structure with subcategories and display options Feb 20, 2026

Customer-facing storefront with personalized products and category tiles Feb 20, 2026

Add to basket

On a product page, customers click Add to Cart to add a product to their basket. They can:

• Set quantity

• Select optional add-ons (required add-ons are pre-checked)

• If multiple baskets are open, choose which basket to add the item to

After adding, a confirmation toast appears with a link to the basket.

Customers must be signed in to add items to a basket. If a company has self-service disabled, the Add to Cart button will show an error — see Company-level self-service control.

Cart review (Step 1)

The cart review page shows all items in the basket:

• Product name, price, and billing term (e.g. /month)

• Quantity input — changes are saved automatically

• Optional add-ons with checkboxes — required add-ons are fixed

• Bundle items expandable for detail

• Delete button to remove individual items

From here, customers click Checkout to proceed to step 2.

Checkout (Step 2)

The checkout page collects the information needed to place the order:

Before the order can be placed, the customer must also:

• Accept the terms and conditions (a dialog or implicit acceptance, depending on your configuration)

• Approve any documents marked as requiring customer approval

Once all requirements are met, the available action button appears: Place Order, or Proceed to Payment if Stripe is required for that basket. See Stripe payments.

After the order

• The basket is removed from the customer's open baskets

• Line items and pricing sync to your PSA

• If a Thank You page is configured, the customer is redirected there after checkout

• If Stripe payment is required, the customer is redirected to Stripe Checkout before the order is finalized

The quote status moves to Approved (direct orders) or Sent (internal) (approval workflows), or Pending payment while waiting for Stripe confirmation. See Quote statuses for the full lifecycle.

Setting up Storefront

Step 1 — Enable Storefront for your tenant

Contact Salesbuildr support to enable the Storefront feature flag on your tenant. Once enabled, the /category and product browsing routes become accessible to signed-in customers.

Step 2 — Configure Stripe (if using payments)

A tenant administrator connects your Stripe account from Settings > Integrations. Full steps, credit-limit rules, and webhook troubleshooting are in Stripe payments.

Once Stripe is enabled, baskets that require payment send the customer to Stripe Checkout. After a successful payment, the webhook updates the order automatically.

Baskets that stay under the credit limit can be placed without Stripe.

Step 3 — Storefront display settings

Navigate to Settings > Site Settings > Storefront to configure:

Category settings with stock visibility and company whitelist Feb 20, 2026

Category content tab with hero image and welcome text Feb 20, 2026

Step 4 — Configure terms and conditions

Terms and conditions are shown during checkout. Configure them at Settings > Site Settings > Portal Branding.

You can set:

• Implicit T&C — displayed as informational text, no checkbox required

• Explicit T&C — customers must open and accept a dialog before checkout

Company-level self-service control

Storefront access is controlled at two levels: the tenant feature flag (Step 1 above) and a per-company setting.

Each company record has an Allow self-service orders toggle. When this is off, contacts at that company cannot add items to a basket — they see an error message instead.

Manage this setting on the company record in Companies.

This lets you enable Storefront broadly while still restricting it to specific customers — useful when rolling out self-service ordering gradually.

Storefront Login Defaults and Access Control

By default, storefront login access works as follows:

Companies: Storefront login is disabled by default. You must manually enable each company before any of its contacts can log in.

Contacts: New contacts start with storefront login disabled, including contacts you add manually and contacts that sync in from your PSA. Enable login per contact from the Contacts list or the company Users tab — tick Enabled in the Login column. Sending an invitation also enables login for that contact.

Contacts that already had login access keep it. Only newly created contacts use the disabled default.

Granting storefront access to a specific contact

1. Enable storefront login for the company (see Companies).
2. Open the contact on the Contacts list or the company Users tab.
3. Tick Enabled in the Login column.

Until you do this, the contact cannot sign in and cannot place storefront orders — even when the company is enabled for self-service.

Payments: the Stripe flow in detail

When the customer clicks Proceed to Payment:

1. Salesbuildr creates a Stripe Checkout session

2. The customer is redirected to Stripe's hosted checkout page

3. The customer completes payment on Stripe

4. Stripe notifies Salesbuildr through the webhook

5. Salesbuildr marks the basket as paid and continues the order

The quote status shows as Pending payment while waiting for that confirmation. After confirmation, it moves to Approved (or the next approval step).

If a customer leaves before completing payment, they can return to the basket. A Payment Summary shows Continue payment while the session is still open, and Payment Completed after Stripe confirms the charge.

For setup, credit limits, regular quotes versus baskets, and webhook repair, see Stripe payments.

Product visibility

Control which products each customer sees using category whitelisting. Assign specific product categories to a company, and only those categories appear in their storefront.

This is configured per company on the company record, or via bulk edit across multiple companies.

Customer portal dashboard

When customers log in, they see a personalized dashboard with configurable tiles. You can customize the dashboard tiles at Settings > Site Settings > Storefront.

The dashboard also shows quote insight cards that summarize quotes the signed-in contact can access:

• Waiting approval — quotes sent to them and awaiting a decision
• Declined — quotes they declined
• Waiting your approval — quotes where they are the next approver (when applicable)
• Approved — quotes they accepted

Draft and Expired cards are not shown in the customer portal. Draft quotes your team is still building are never visible to customers, and the expired summary tile was removed because it did not reflect what customers can actually open. Customers can still find their own open baskets and any delivered quotes in Quotes from the portal navigation.

Custom dashboard tiles configuration for the customer portal Feb 20, 2026

Order confirmation emails

When a customer places a self-service order, they receive a confirmation email. These templates are localized and can be customized at Settings > Emails.

Self-service order confirmation templates (English and Dutch) Feb 20, 2026

Self-registration

Customers can register for your storefront through a public registration form. The registration goes through an admin approval process:

1. The customer visits your storefront landing page and clicks Register

2. They choose a sign-in method (Google, Microsoft, or email) and fill in their company details

3. An admin receives a notification email about the new registration

4. The admin reviews the registration on the company detail page and clicks Approve

5. The customer receives a confirmation email and can start ordering

Public storefront landing page with login and registration options Feb 20, 2026

Company registration form with name, website, and address fields Feb 20, 2026

Admin notification email when a new company registers Feb 20, 2026

Internal company detail page with Approve button for new registration Feb 20, 2026

Customer approval confirmation email after admin approves registration Feb 20, 2026

Note: Unverified self-registered contacts are automatically set to unlisted until approved by an admin.

Subscription tiers

Storefront is available in three subscription tiers, each unlocking progressively more capability:

Tier availability is managed through your Salesbuildr subscription. Contact your account manager to change your plan.

Category whitelisting

Control which product categories each customer company can see in the storefront. This is useful when you sell different product lines to different customer segments.

How it works:

• Navigate to Settings > Categories, select a category, and open the Settings tab

• Add specific companies to the Company Whitelist, or add company classifications to the Classification Whitelist to cover groups of companies at once

• When a category has no whitelist configured, it is visible to all companies

Inheritance rules:

• If a parent category is whitelisted and the child category has no whitelist, the child inherits the parent's visibility

• If a child category has its own whitelist, it overrides the parent — the company must be in the child's whitelist

• Root categories are visible as long as at least one of their children is visible to the company

Additional category settings that affect visibility:

Note: Users with quote management or product management permissions always see all categories, regardless of whitelist settings.

Multiple baskets

Customers can maintain multiple open baskets simultaneously — useful when preparing orders for different projects or departments.

How it works:

• Each basket is a separate draft quote linked to an auto-created opportunity titled "Self service: Basket {date}"

• When a customer with one basket adds a product, it goes straight into that basket

• When a customer with multiple baskets adds a product, a selection dialog appears asking which basket to add it to

• The basket page shows the current basket and lists other open baskets below it for easy switching

The basket icon in the header shows a badge count of all items (including selected add-ons) in the customer's current basket.

News and announcements

Publish company-facing news articles that appear in the storefront. Use announcements to highlight new products, promotions, policy changes, or other updates.

Where news appears:

• Category pages — Up to 3 featured articles are shown at the top of each category page, filtered by that category

• News page — A dedicated "News" link appears in the navigation when articles exist

• Landing pages — Add a news block to any landing page to show the latest articles with a configurable limit

Article features:

• Title, intro text, and full content with images or video

• Associate articles with specific companies, products, or categories for targeted display

• Schedule publishing with a start date and optional expiry date

Storefront and your PSA

Storefront orders flow through the same PSA sync pipeline as standard approved quotes:

• Line items and pricing sync to your connected PSA

• Tickets or agreements are created based on your PSA configuration

• The audit trail records the order with timestamp and customer details

See Tickets & Orders for post-order PSA behavior.

See also

• Onboarding Call 2 — Getting Started

• Products — Settings

• Email — Settings

• Integrations — Integrations

• Stripe payments — Connect Stripe and collect storefront payment