Admin
Admin settings — messaging, branding, pricing, integrations, users, and platform configuration.
- PlatformAccount settings, authentication, dashboard configuration, and miscellaneous platform options.
- QuotesQuote configuration, approval workflows, audit trail, payment options, shipping, and discount groups.
- OpportunitiesOpportunity pipeline settings, swimlane configuration, stages, categories, sources, and loss reasons.
- Distributors50+ distributor connections across 5 regions, priority ordering, product mapping, order integrations, and global pricing settings.
- FinancialPricing rules, markup, rounding, payment terms, multi-currency, and tax/VAT configuration.
- SiteSite branding, landing pages, footer, custom fonts, custom domains, and terms & conditions.
- EmailEmail settings, sender domain authentication (SPF, DKIM, and DMARC alignment), email signatures, and notification templates.
- Custom FieldsEight data point types for products, companies, opportunities, and tech stacks — with grouped layouts, admin-only fields, and PSA sync.
- Public APIAPI documentation, fair use policy, webhooks.
- Users & AccessUser management, roles, permissions, approval workflows.
- SubscriptionView your current Salesbuildr subscription status, plan items, and manage billing through the Chargebee portal.
- OpportunitiesOpportunity pipeline settings, swimlane configuration, stages, categories, sources, and loss reasons.
- ProcurementProcurement approval rules and order value thresholds.
- Pricing strategyWhat each pricing strategy option means, how it sets the sales price on quotes, and when an MSP should use markup versus RRP discount.