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🚀Getting Started

About Salesbuildr Your First Quote Onboarding Call 2 After Onboarding Onboarding Videos Homework — Session 1: Kickoff + Quote + Tour

🔌PSA Setup Guides

Autotask Setup ConnectWise Manage Setup HaloPSA Setup

📦Products

Dynamic Pricing Marketplace Pax8 Cloud Marketplaces Comparison Importing Products Search & Filters Product Detail Bulk edit products Categories Product Bundles Importing Special Bids and Deal-Reg Pricing Stock levels, the Unavailable badge, and low-stock alerts

💰Opportunities

Managing Opportunities Pipeline & Importing Opportunities

📝Quotes

Quote Editor Leasing Styling Cover Pages Styling & Cover Pages Quote Templates Localization and language translations Configure and use multi-currency Managing (or disabling) quote expiry reminder emails Copy a line item in the widget editor Bill of Materials on Quotes Spreadsheet View for quote line items Reorder and edit many quote lines at once in the Line items grid Import products into a quote from a spreadsheet

🛒Storefront

📈Whitespace

Whitespace & Upsell Users & Devices Calculation Strategy ConnectWise data in Whitespace HaloPSA data in Whitespace Autotask data in Whitespace

🔧Post-Sale

Fulfillment Tickets Procurement Shipping Procurement

🏢Companies

Distributors

Ordering from Distributors How often do distributor prices and stock levels update?Westcon-Comstor (New Zealand)

🔗Integrations

Integrations Pax8 KPN / RoutIT LeaderCloud HubSpot Apollo.io Autotask Configuration KPN / RoutIT LeaderCloud Pax8 Prospects Opportunity UDF → Autotask sync OneTrail Stripe payments Update your PSA connection CloudFactory

⚙️Admin

Platform Quotes Opportunities Distributors Financial Site Email Custom Fields Public API Users & Access Subscription Opportunities Procurement

🛟Support

Troubleshooting Service Status

FAQ & Troubleshooting

Access & Permissions PSA Sync Issues Email & Notifications Products & Catalog Billing & Procurement API & Integration Errors Security & Legal Terms & Conditions Duplicate name in HaloPSA

✅Release Notes

Release notes 2026

Release Notes

Find the latest release notes here.

Release notes 2026

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