Victor Raessen

Mike Forte

Identify upsell and cross-sell opportunities across your customer base.

Whitespace

Identify upsell and cross-sell opportunities across your customer base using the whitespace matrix, filters, and campaign export.

Whitespace & Upsell

How Salesbuildr determines the number of users and devices per customer — used in Whitespace analysis and per-seat pricing.

Users & Devices Calculation Strategy

Set up your account and learn the basics.

Getting Started

What Salesbuildr is, how it works, and what you can expect once it's set up — a practical overview for new customers.

About Salesbuildr

How Salesbuildr onboarding works — two structured calls, homework between them, and everything you need to go from setup to independent in about two weeks.

Seven steps to complete before booking your first onboarding call — launch your instance, connect your PSA, configure email, and request distributor credentials.

Before Your First Call

What happens in your first onboarding session and the 10-item homework checklist to complete before Call 2.

Onboarding Call 1

Navigate Salesbuildr, create your first quote, and understand how data syncs with your PSA.

Your First Quote

What happens in your second onboarding session and the 4-item homework checklist covering advanced templates, bundles, e-signatures, and the customer storefront.

Onboarding Call 2

You've completed both onboarding calls — where to go for daily use, configuration, and support.

After Onboarding

Narrated training videos covering workspace setup, email configuration, products, quoting, and templates.

Onboarding Videos

Pre-session homework for customers before Session 2. Practice quote creation, email settings, tax configuration, and quote defaults.

Homework — Session 1: Kickoff + Quote + Tour

Connect your PSA (Autotask, ConnectWise, HaloPSA) and configure defaults.

PSA Setup Guides

Step-by-step guides to connect Autotask, ConnectWise, or HaloPSA with screenshots.

Create an API-only resource and configure security levels for the Autotask integration.

Autotask Setup


This article walks you through setting up your ConnectWise Manage instance to connect it with Salesbuildr.

ConnectWise Manage Setup

Register an OAuth API application and configure product group mappings.

HaloPSA Setup

Your command center — quotes, revenue, team activity, and quick access to all features.

Dashboard

Dashboard overview, whitespace module, quote status, sales insights.

Product catalog, categories, pricing books, favorites, and distributor connections.

Products

Category hierarchy, admin table, management dialog (5 tabs), feature groups, bulk edit, delete/reallocate, and storefront display.

Pricing Book

Automatically derive product sell prices from distributor feeds using your markup rules — eliminating manual price maintenance.

Dynamic Pricing

Browse products across all your connected distributors — live pricing, availability, and one-click catalog import.

Marketplace

Browse LeaderCloud products from the Products tab — NL/BE regional cloud marketplace.

LeaderCloud

Browse KPN and RoutIT cloud products from the Products tab — NL/BE regional cloud marketplace.

KPN / RoutIT

Browse Pax8 cloud products, link to categories, match companies, and view contracts — all from the Products tab.

Pax8

Browse and manage cloud products from Pax8, KPN, and LeaderCloud — each with its own dedicated tab in the Products section.

Cloud Marketplaces

Side-by-side product comparison — up to 3 products per category with feature groups, data points, and specifications.

Comparison

Bundle products — composite products that group multiple items with quantities and pricing into a single sellable unit.

Bundling

Import from PSA (ConnectWise, HaloPSA, Autotask), distributor marketplace, CSV, and manual entry.

Importing Products

Product search, filter sidebar, sorting options, infinite scroll pagination, and admin product ordering.

Search & Filters

Product types, importing, pricing, add-ons, categories, bundles, search, favorites, comparison, and the distributor marketplace.

Product types, the detail page with all sections — general info, pricing, add-ons, social, data points, categories, media, admin.

Product Detail

Manage your opportunity pipeline, stages, and deal tracking.

Opportunities

Editing opportunities, notes, primary quotes, losing/deleting, and opportunity statuses.

Managing Opportunities

Opportunity overview, list and swimlane views, filtering, sorting, PSA imports, and sync behavior.

Pipeline & Importing

Pipeline management, kanban & list view, stages, importing from PSA.

Create, send, and track professional proposals.

Quotes

The complete quote workflow — build a proposal with widgets and products, send it to your customer, collect approval and signatures, and track every interaction.

Quote Editor

Widget types, widget templates, the widget marketplace, and creating reusable content blocks.

Widgets

Built-in lease payment calculator for hardware deals — enable leasing on a quote, mark eligible products, and let customers choose their term.

Leasing

Send quotes from different company entities with their own branding, and quote in any currency.

Multi-Entity & Currency

Three-level style cascade — margins, fonts, colors, letterhead, and page numbering for proposals.

Styling

Design branded cover page templates with three customizable zones, background images, and Handlebars merge fields.

Cover Pages

Control how proposals look — styling cascade for fonts, colors, and margins; and branded cover page templates.

Styling & Cover Pages

Create localization profiles to send quotes in your customer's language — locale settings, custom label overrides, and per-template language selection.

Quote Localization

Create and manage quote templates — layout, settings, marketplace, and the settings hierarchy.

Quote Templates

Understanding the Chat Feature

Self-service ordering portal for customers — an add-on module with its own catalog, basket, and Stripe payment flow.

Storefront

Self-service ordering portal where customers browse products, build a basket, and pay via Stripe — a premium add-on for MSPs who want to enable customer-initiated orders.

Manage purchase orders, pending items, and order fulfillment.

Post-Sale

Post-sale ticket creation from approved quotes, PSA-specific behavior, and HaloPSA sales orders.

Fulfillment Tickets

Procurement workflow from pending items to received, purchase order statuses, and distributor API ordering.

Procurement

Configure shipping types, thresholds, delivery addresses, and automatic shipping calculation.

Shipping

Manage customer companies, vendors, pricing agreements, and portal access.

Companies

Manage customer accounts, company types, PSA sync, HubSpot integration, quoting settings, and product lists.

Manage contacts, roles, Apollo enrichment, and customer portal login access.

Contacts

Managing contacts, customer login access, PSA sync, HubSpot integration, labels, and authentication providers.

Distributor connections, regional availability, ordering, and configuration.

Distributors

Set up and place orders with Ingram Micro and TD Synnex.

Ordering from Distributors

PSA, CRM, distributor, and third-party integrations.

Integrations

PSA configuration, CRM enrichment, HubSpot, Apollo, Pax8, KPN, and LeaderCloud.

Connect Pax8 via OAuth — browse cloud products, link to categories, match companies, and manage contracts.

Connect KPN or RoutIT cloud services — regional integration for NL/BE markets.

Connect LeaderCloud for cloud product browsing — regional integration for NL/BE markets.

HubSpot CRM integration with OAuth and bidirectional sync of companies, contacts, opportunities, and quotes.

HubSpot

Apollo.io integration for automatic company and contact enrichment when creating new records.

Apollo.io

Configure Autotask integration settings — sync, billing codes, data import, inventories, opportunity mapping, purchase orders, and webhooks.

Autotask Configuration

Configure HaloPSA integration — sync, products, opportunities, companies, quotes, account codes, and webhooks.

HaloPSA Configuration

Configure ConnectWise Manage integration — sync, categories, company mapping, opportunity status mapping, callbacks, inventories, and ticket settings.

ConnectWise Manage Configuration

Admin settings — messaging, branding, pricing, integrations, users, and platform configuration.

Admin

Account settings, authentication, dashboard configuration, and miscellaneous platform options.

Platform

Quote configuration, approval workflows, audit trail, payment options, shipping, and discount groups.

Opportunity pipeline settings, swimlane configuration, stages, categories, sources, and loss reasons.

Procurement approval rules and order value thresholds.

Product catalog settings and cost center configuration.

50+ distributor connections across 5 regions, priority ordering, product mapping, order integrations, and global pricing settings.

Pricing rules, markup, rounding, payment terms, multi-currency, and tax/VAT configuration.

Financial

Site branding, landing pages, footer, custom fonts, custom domains, and terms & conditions.

Site

Email settings, domain names, email signatures, and notification templates.

Email

Eight data point types for products, companies, opportunities, and tech stacks — with grouped layouts, admin-only fields, and PSA sync.

Custom Fields

API documentation, fair use policy, webhooks.

Public API

User management, roles, permissions, approval workflows.

Users & Access

View your current Salesbuildr subscription status, plan items, and manage billing through the Chargebee portal.

Subscription

Troubleshooting, release notes, and policies.

Support

Access forbidden, billing errors, ticket charge issues, user linking.

Troubleshooting

Changelog, feature releases, improvements.

Release Notes

Status updates, planned maintenance, incident reports.

Service Status

Common issues, error resolution, and troubleshooting guides.

FAQ & Troubleshooting

Quick diagnosis table and general troubleshooting steps.

Troubleshooting Overview

Login issues, permission errors, feature restrictions, and API key authentication.

Access & Permissions

Autotask, ConnectWise, and HaloPSA synchronization errors and resolution steps.

PSA Sync Issues

Email delivery issues, template variables, DNS setup, and notification troubleshooting.

Email & Notifications

Quote sending issues, approval workflow and problems, display bugs, and numbering.

Quotes & Approvals

Product visibility, import failures, media issues, and pricing problems.

Products & Catalog

Ticket charge statuses, billing code errors, and procurement order issues.

Billing & Procurement

Rate limits, webhook delivery, distributor connections, and credential management.