Your First Quote

Navigate Salesbuildr, create your first quote, and understand how data syncs with your PSA.

Written By Victor Raessen

Last updated 4 days ago

Once your PSA has synced and your workspace is provisioned, here's how to get oriented and create your first proposal.

Navigating Salesbuildr

After logging in you land on the Dashboard — an overview of recent activity, pipeline metrics, and quick actions.

The main navigation areas:

Dashboard — Recent activity, pipeline metrics, setup progress, and quick actions.
Products — Your product catalog. Products sync from your PSA and distributor feeds. Set pricing rules and organize with categories.
Opportunities — Your sales pipeline. Each opportunity holds one or more quotes. Track deals from prospect to closed.
Quotes — The quote editor. Drag-and-drop widgets, add products, apply templates, and preview the customer-facing document.
Companies — Synced customer accounts with associated contacts and quotes.
Contacts — Contact records linked to companies.

Settings and admin controls are in the workspace menu (admin users only): integrations, users, email, approval workflows, and branding.

Creating your first quote

Open Opportunities and click New Opportunity. Select a company from your synced customer list and give the opportunity a name — for example, "Acme Corp — Network Upgrade".
Click New Quote inside the opportunity. Choose a template — the default template is a good starting point.
Add products from your catalog. Use the product picker to search and add line items. Set quantities and check the pricing — you'll see cost, price, and margin for each line.
Arrange the layout. The editor uses drag-and-drop widgets: text blocks, product tables, images, terms and conditions, and more. Rearrange sections to match your proposal style.
Preview the quote. Switch to presentation view to see exactly what the customer will receive — a professional, branded document.
Send or save. Send via email for review and e-signature, or save as a draft.

Watch Create your first quote in the Onboarding Videos library for a video walkthrough.

How data syncs with your PSA

Salesbuildr performs an initial sync when your PSA integration is enabled. It will never delete companies or contacts in your PSA — records removed in Salesbuildr are marked inactive and can always be reactivated.

Salesbuildr	Direction	Your PSA
Users	Read from PSA	Users
Companies	Read, create, update	Companies
Contacts	Read, create, update	Contacts
Products	Read, create, update	Products
Services	Read from PSA	Services
Labour	Read from PSA	Labour
Opportunities	Import + create, update	Opportunities
Quotes	Create in PSA	Quotes
Purchase Orders	Create in PSA	Purchase Orders
Contracts / Agreements	Read from PSA; accepted quotes create new ones	Contracts / Agreements

If you're currently using another quoting tool, you can run Salesbuildr alongside it while you evaluate — it won't affect your existing workflow.

Navigating Salesbuildr

Creating your first quote

How data syncs with your PSA

See also