Onboarding Videos

Narrated training videos covering workspace setup, email configuration, products, quoting, and templates.

Written By Victor Raessen

Last updated 3 days ago

Narrated walkthroughs covering every core area of Salesbuildr. Each video focuses on one topic so you can learn at your own pace and come back to any section as a refresher.

Workspace Setup

Get your Salesbuildr workspace configured with your branding, sender profile, and team members.

Brand your Salesbuildr workspace (1:54)

Set up your company identity in Salesbuildr from start to finish — site title, logo, favicon, brand color, fonts, and custom font uploads so every quote and portal page reflects your brand.

Your browser does not support video.Brand your Salesbuildr workspace

Set up your quote sender profile (1:21)

Configure your name, job title, email, phone number, profile photo, and signature image so every quote carries your professional details.

Your browser does not support video.Set up your quote sender profile

Add and manage users (1:42)

Invite team members, assign roles and permissions, manage sign-in providers, and deactivate users — covering the full user lifecycle from invitation to role configuration.

Your browser does not support video.Add and manage users

Email Configuration

Control how quotes reach your customers — from sender address and domain setup to email signatures and templates.

Choose how quotes are sent by email (1:38)

Walk through the email template system — built-in notification categories, customizing subjects and bodies with merge fields, CC/BCC options, PDF attachments, localization, and creating custom templates.

Create a dynamic email signature (1:49)

Build an email signature with header and footer sections, insert merge fields that auto-fill per sender, add images and branding, manage multiple signatures, and set a default.

Customize customer-facing quote emails (1:50)

Edit the approval request email template end-to-end — dynamic subject lines, rich-text body with merge fields, CC/BCC, PDF attachment toggle, and creating custom templates for different quote types.

Products & Quoting

Learn how to work with your product catalog and create your first quotes.

Products & catalog overview (1:46)

Tour the product catalog — four product types, search and filters, product detail pages, PSA sync, distributor marketplace imports, categories with default markup rules, and manual or CSV import.

Your browser does not support video.Products & catalog overview

Create your first quote (2:19)

Build a quote end-to-end — select a template, choose a company, add products with the product picker, set quantities and pricing, write a personalized intro with merge fields, review settings, send for approval, and use Mark as Sent for quotes delivered outside Salesbuildr.

Understand pricing & margin (1:57)

Learn the difference between margin and markup, configure default percentages per category, see real-time margin updates in the quote editor, understand pricing strategies and RRP discounts, and use pricing books for customer-specific pricing.

Your browser does not support video.Understand pricing & margin

Templates

Build reusable quote templates that keep your proposals consistent and professional.

Template basics (2:33)

Open a template and walk through every part — cover page, widget layout, styling panel with fonts and colors, default settings for payment terms and display options, the settings hierarchy, and creating new templates from scratch or from existing quotes.

Your browser does not support video.Template basics

Admin Settings

Configure tax rules, payment terms, and quote defaults that apply across your workspace.

Tax settings overview

Learn how taxes are handled in Salesbuildr — the difference between displaying taxes on quotes and relying on PSA-calculated taxes, and when each option is appropriate.

Quote default settings

Configure the defaults that apply to every new quote — payment terms, expiration timeframe, and expiry reminder timing — so you do not have to set them manually each time.

Browse by topic

Looking for something specific? Here are the main topic areas covered across our training content:

Quotes — Creating, editing, sending, and managing quotes (see Quotes & Proposals)
Products — Organizing your product catalog, categories, and pricing (see Products & Catalog)
Templates — Creating reusable quote templates and layouts (see Templates & Branding)
Widgets — Using drag-and-drop building blocks within quotes (see Quote Editor)
Categories — Setting up product categories and markup rules (see Categories)
Cover Pages — Customizing the first page of your proposals (see Styling & Cover Pages)
Email — Email templates, signatures, and delivery settings (see Emails & Variables)
Bundles — Creating product bundles and packages (see Product Detail)