Site

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

Written By Victor Raessen

Last updated 29 days ago

Portal & Branding

Configure your customer-facing portal pages, company-wide branding, footer, and terms & conditions.

Footer

The portal footer appears on your customer-facing pages. Configure it at Admin > Site Settings > Footer.

Admin > Site Settings > Footer — Mar 1, 2026

Footer options

Background color and font color
Icon color for social/link icons
Footer logo with configurable max width
Columns — Multi-column layout where each column has a label and a list of link elements (label + URL)

Landing pages

Landing pages are the customer-facing portal pages that your customers see when they visit your Salesbuildr portal. They are customizable content pages for showcasing your product catalog, company news, videos, and more.

Note: Landing pages are portal pages — they are separate from the proposal/quote presentation page that customers receive when you send them a quote.

Customer-facing landing page showing product catalog with HP Elitebooks, accessory cards, and company footer Feb 20, 2026

Managing landing pages

Navigate to Admin > Site Settings > Landing Pages to create and manage landing pages. You can:

Create new landing pages
Copy existing pages
Reorder pages (drag-and-drop) for the navigation menu
Toggle page visibility in the menu
Delete pages

Admin Landing Pages tab showing home page entry with Create new button

Admin > Site Settings > Landing Pages — Mar 1, 2026

Page structure

Each landing page has a header and one or more content blocks.

Header options:

Title and subtitle with custom font sizes and colors
Banner image with aspect ratio and color settings
Quick search toggle
Summary display toggle
Video content
Hide header option

Content block types:

Block	Description
Content	Rich text with an image (left or right aligned), background image, and call-to-action buttons
Products	A product grid or carousel from your catalog, filtered by list or category
Video	An embedded video
News	A list of news articles
Favorites	A favorites list block

Content blocks support buttons with labels, links, and three styles (primary, secondary, ghost).

Landing pages as thank-you pages

Landing pages can also serve as order confirmation / thank-you pages. When a customer approves a quote, they can be redirected to a specific landing page. Configure this per template or per quote in the quote settings.

Thank you page showing order confirmation with product image, next steps, and call-to-action button Feb 20, 2026

Branding (site information)

Company-wide branding is configured at Admin > Site Settings > Site Information. These settings affect both the customer portal and quote documents.

Admin > Site Settings > Site Information — Mar 1, 2026

Branding options

Setting	Description
Site title	Your portal name (shown in the browser tab and portal header)
Meta description	SEO description for your portal
Logo	Your company logo — used in the portal and quote headers
Favicon	Browser tab icon
Main color	Your primary brand color (replaces the default Salesbuildr blue). Can be overridden at the template or quote level
Body font	Default font for body text
Header font	Font for headings
Button font	Font for buttons

Custom fonts

You can upload custom font files to use across your portal and quote documents. Navigate to site information and upload your brand fonts. Each uploaded font can specify a style (normal, italic) and weight (400, bold, etc.).

Admin > Site Settings > Site Information > Manage Fonts — Mar 1, 2026

Custom Domains

You can configure a custom domain for your Salesbuildr portal at Admin > Site Settings > Domain Names.

To set up your domain, create a CNAME record pointing your subdomain (e.g. salesportal.yourdomain.com) to app.eu1-salesbuildr.com (or the relevant regional endpoint for your tenant).

Important: The CNAME record must be set to DNS only — do not enable proxying. If you use Cloudflare, make sure the proxy toggle is set to the grey cloud (DNS only) rather than the orange cloud (Proxied). Enabling the Cloudflare proxy will prevent Salesbuildr from verifying your domain, even if the portal appears to load correctly.

Terms & conditions

Terms and conditions are configured globally for your tenant — they apply to all quotes, not per template or per quote.

Setup

Navigate to Admin > Site Settings > Terms and Conditions and enter your T&C content using the rich-text editor.

Terms and Conditions rich text editor with formatted legal content

Admin > Site Settings > Terms and Conditions — Mar 1, 2026

How it works

When a customer company is reviewing a quote for the first time, they are shown the terms and conditions. Consent is tracked per company — once a company accepts, they don't see the T&C prompt again on future quotes (unless the T&C content is updated).

Consent modes

Mode	Description
Explicit (default)	The customer must actively accept the T&C before they can approve or order. A consent action is recorded
Implicit	The T&C are displayed as a notice. Approving the quote implies acceptance

Configure the consent mode at Admin > Quotes > Configuration.

Quotes Configuration page showing Implicit terms and conditions toggle and other quote settings

Admin > Quotes > Configuration — Mar 1, 2026

Manage attachment dialog with title, description, attachment toggle, and approval request option Feb 20, 2026