Help Center

Improved

Fixed

salesbuildr

To Do

In Progress

Done

Closed

Final testing

Awaiting release

High Priority

Low Priority

[CMP]_Product

[CMP]_Procurement

[CMP]_Ticket

[CMP]_Quotes

Feature-requests

[CMP]_Payments

[CMP]_Company

[CMP]_Widget

[CMP]_Categories

[CMP]_Templates

[CMP]_Distributor

[CMP]_API

[CMP]_Whitespace

[CMP]_Opportunities

[CMP]_Pricing

[CMP]_UI

[CMP]_Bundle

[CMP]_Email

[CMP]_Notification

[CMP]_SalesTaX

[CMP]_Contracts

[CMP]_Storefront

[CMP]_PricingBook

[CMP]_Halo

[CMP]_Autotask

[CMP]_Contact

[CMP]_ConnectWise

Variable

[CMP]_Marketplace

Audit

[CMP]_Dashboard

[CMP]_UserManagement

KPN/RoutIT

Integrations

[CMP]_Discount

custom form

Backlog

Next up

Main Roadmap

Procurement

Distributors

Hey {name|there}! 👋

How can we help you?

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.

Best Practices

Set up your account and learn the basics.

Getting Started

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

PSA Setup Guides

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

Products

Manage your opportunity pipeline, stages, and deal tracking.

Opportunities

Create, send, and track professional proposals.

Quotes

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

Storefront

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

Whitespace

Manage purchase orders, pending items, and order fulfillment.

Post-Sale

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

Companies

Distributor connections, regional availability, ordering, and configuration.

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

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

Admin

Troubleshooting, release notes, and policies.

Support

Common issues, error resolution, and troubleshooting guides.

FAQ & Troubleshooting

Release Notes

Victor Raessen

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.

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

Shipping