Quotes
Create, send, and track professional proposals.
- Quote EditorThe complete quote workflow — build a proposal with widgets and products, send it to your customer, collect approval and signatures, and track every interaction.
- LeasingBuilt-in lease payment calculator for hardware deals — enable leasing on a quote, mark eligible products, and let customers choose their term.
- StylingThree-level style cascade — margins, fonts, colors, letterhead, and page numbering for proposals.
- Cover PagesDesign branded cover page templates with three customizable zones, background images, and Handlebars merge fields.
- Styling & Cover PagesControl how proposals look — styling cascade for fonts, colors, and margins; and branded cover page templates.
- Quote TemplatesCreate and manage quote templates — layout, settings, marketplace, and the settings hierarchy.
- Localization and language translationsSet up localization profiles, assign them to quote templates, switch language per quote, and auto-translate widget and email content.
- Configure and use multi-currencySet your default currency, enable additional currencies for quoting, add currency-specific product prices, and choose a quote currency when creating quotes.
- Managing (or disabling) quote expiry reminder emailsHow Salesbuildr schedules expiry reminder emails, how to change the default timing, and how to turn off the reminder for a single quote.
- Copy a line item in the widget editorDuplicate a product row in an Items widget template so you can add many similar labor lines without searching the catalog again.
- Bill of Materials on QuotesAttach component breakdowns to quote line items, control what your customer sees, and understand how the Bill of Materials section appears on proposals and PDFs.
- Spreadsheet View for quote line itemsEdit quote products in a spreadsheet-style table: inline cells, bulk actions, add products, and column order. Save named layouts that follow you to every quote. Spreadsheet View is rolling out.
- Reorder and edit many quote lines at once in the Line items gridDrag rows in the Line items grid to reorder them, and select rows to delete them, move them to another section, or change one field across the whole selection — all applied when you save.
- Import products into a quote from a spreadsheetPaste rows or upload a .csv, .tsv, .txt or .xlsx file to add many products to a quote at once: map the columns, choose how prices and quantities are handled, then review the rows. Catalog products are created or updated immediately; quote lines stay unsaved until you press Save.
- HTML content, variables, languages, and starter templatesUse the optional HTML Content widget and Source code button, insert variables and custom fields without writing code, see which languages Salesbuildr supports, and what templates a new account starts with.