Getting Started
Set up your account and learn the basics.
- About SalesbuildrWhat Salesbuildr is, how it works, and what you can expect once it's set up — a practical overview for new customers.
- Your First QuoteNavigate Salesbuildr, create your first quote, and understand how data syncs with your PSA.
- Onboarding Call 2What happens in your second onboarding session and the 4-item homework checklist covering advanced templates, bundles, e-signatures, and the customer storefront.
- After OnboardingYou've completed both onboarding calls — where to go for daily use, configuration, and support.
- Onboarding VideosNarrated training videos covering workspace setup, email configuration, products, quoting, and templates.
- Homework — Session 1: Kickoff + Quote + TourPre-session homework for customers before Session 2. Practice quote creation, email settings, tax configuration, and quote defaults.