Products
Product catalog, categories, pricing books, favorites, and distributor connections.
- Dynamic PricingAutomatically derive product sell prices from distributor feeds using your markup rules — eliminating manual price maintenance.
- MarketplaceBrowse products across all your connected distributors — live pricing, availability, and one-click catalog import.
- Pax8Browse Pax8 cloud products, link to categories, match companies, and view contracts — all from the Products tab.
- Cloud MarketplacesBrowse and manage cloud products from Pax8, CloudFactory, KPN, and LeaderCloud — each with its own dedicated tab in the Products section.
- ComparisonSide-by-side product comparison — up to 3 products per category with feature groups, data points, and specifications.
- Importing ProductsImport from PSA (ConnectWise, HaloPSA, Autotask), distributor marketplace, CSV, and manual entry.
- Search & FiltersProduct search, filter sidebar, sorting options, infinite scroll pagination, and admin product ordering.
- Product DetailProduct types, the detail page with all sections — general info, pricing, add-ons, social, data points, categories, media, admin.
- Bulk edit productsUpdate categories, listing status, labels, and other fields for multiple products at once from the product list.
- CategoriesOrganize your product catalog with categories, control visibility with the Listed toggle, and restrict access with company whitelists.
- Product BundlesHow bundles are structured in Salesbuildr, how they sync with Autotask, ConnectWise, HaloPSA, and Dynamics 365, and what happens at post-sale.
- Importing Special Bids and Deal-Reg PricingLoad distributor special bids, deal registrations, and renewal pricing from a spreadsheet into your catalog or directly onto a quote.
- Stock levels, the Unavailable badge, and low-stock alertsHow Salesbuildr tracks warehouse and distributor stock, when the Unavailable badge appears, and how low-stock emails and inventory sync warnings work.
- Pricing BooksCreate customer-specific product prices, assign them to a company or classification, and see when those prices apply on a quote.