Products

Product types, importing, pricing, add-ons, categories, bundles, search, favorites, comparison, and the distributor marketplace.

Written By Victor Raessen

Last updated 4 days ago

Your product catalog is the foundation of every quote in Salesbuildr. Products can be synced from your PSA, imported from distributors, or created manually. The catalog supports multiple product types, pricing models, and organizational structures.

Product Detail

Four product types (one-time, recurring, labor, bundle) and the full product detail page — general info, pricing, add-ons, social links, data points and specifications, categories, media, and admin settings.

Importing Products

Import from your PSA (ConnectWise, HaloPSA, Autotask) via category mapping, browse the distributor marketplace (Pax8, Ingram Micro, TD Synnex), CSV bulk upload, manual entry, and admin product settings.

Search & Filters

Product search, filter sidebar with checkbox/dropdown/date filters, sorting options, infinite scroll pagination, and admin-managed custom product ordering.

Bundling

Bundle products that group multiple items with quantities and pricing into a single sellable unit, visible throughout the catalog and on quotes.

Comparison

Side-by-side comparison of up to 3 products per category — feature group checkmarks, custom data points, vendor info, and specifications.

Dynamic Pricing

Automatically derive product sell prices from distributor feeds using your markup rules — eliminating manual price maintenance for MPN-matched products.