Victor Raessen

Manage customer companies, vendors, pricing agreements, and portal access.

Companies

Manage customer accounts, company types, PSA sync, HubSpot integration, quoting settings, and product lists.

Set up your account and learn the basics.

Getting Started

What Salesbuildr is, how it works, and what you can expect once it's set up — a practical overview for new customers.

About Salesbuildr

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

Your First Quote

What happens in your second onboarding session and the 4-item homework checklist covering advanced templates, bundles, e-signatures, and the customer storefront.

Onboarding Call 2

You've completed both onboarding calls — where to go for daily use, configuration, and support.

After Onboarding

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

Onboarding Videos

Pre-session homework for customers before Session 2. Practice quote creation, email settings, tax configuration, and quote defaults.

Homework — Session 1: Kickoff + Quote + Tour

Connect your PSA (Autotask, ConnectWise, HaloPSA) and configure defaults.

PSA Setup Guides

Create an API-only resource and configure security levels for the Autotask integration.

Autotask Setup

ConnectWise Manage Setup

Register an OAuth API application and configure product group mappings.

HaloPSA Setup

Mike Forte

Product catalog, categories, pricing books, favorites, and distributor connections.

Products

Automatically derive product sell prices from distributor feeds using your markup rules — eliminating manual price maintenance.

Dynamic Pricing

Browse products across all your connected distributors — live pricing, availability, and one-click catalog import.

Marketplace

Browse Pax8 cloud products, link to categories, match companies, and view contracts — all from the Products tab.

Pax8

Browse and manage cloud products from Pax8, KPN, and LeaderCloud — each with its own dedicated tab in the Products section.

Cloud Marketplaces

Side-by-side product comparison — up to 3 products per category with feature groups, data points, and specifications.

Comparison

Import from PSA (ConnectWise, HaloPSA, Autotask), distributor marketplace, CSV, and manual entry.

Importing Products

Product search, filter sidebar, sorting options, infinite scroll pagination, and admin product ordering.

Search & Filters

Product types, the detail page with all sections — general info, pricing, add-ons, social, data points, categories, media, admin.

Product Detail

Update categories, listing status, labels, and other fields for multiple products at once from the product list.

Bulk edit products

Organize your product catalog with categories, control visibility with the Listed toggle, and restrict access with company whitelists.

Product Bundles

Load distributor special bids, deal registrations, and renewal pricing from a spreadsheet into your catalog or directly onto a quote.

Importing Special Bids and Deal-Reg Pricing

Manage your opportunity pipeline, stages, and deal tracking.

Opportunities

Editing opportunities, notes, primary quotes, losing/deleting, and opportunity statuses.

Managing Opportunities

Opportunity overview, list and swimlane views, filtering, sorting, PSA imports, and sync behavior.

Pipeline & Importing

Pipeline management, kanban & list view, stages, importing from PSA.

Create, send, and track professional proposals.

Quotes

The complete quote workflow — build a proposal with widgets and products, send it to your customer, collect approval and signatures, and track every interaction.

Quote Editor

Built-in lease payment calculator for hardware deals — enable leasing on a quote, mark eligible products, and let customers choose their term.

Leasing

Three-level style cascade — margins, fonts, colors, letterhead, and page numbering for proposals.

Styling

Design branded cover page templates with three customizable zones, background images, and Handlebars merge fields.

Cover Pages

Control how proposals look — styling cascade for fonts, colors, and margins; and branded cover page templates.

Styling & Cover Pages

Create and manage quote templates — layout, settings, marketplace, and the settings hierarchy.

Quote Templates

Salesbuildr lets you customize quote language and content for different markets. You can manually override labels for specific languages, and automatically translate quote content using AI.

Localization and language translations

Set your default currency, enable additional currencies for quoting, add currency-specific product prices, and choose a quote currency when creating quotes.

Configure and use multi-currency

How Salesbuildr schedules expiry reminder emails, how to change the default timing, and how to turn off the reminder for a single quote.

Managing (or disabling) quote expiry reminder emails

Duplicate a product row in an Items widget template so you can add many similar labor lines without searching the catalog again.

Copy a line item in the widget editor

Attach component breakdowns to quote line items, control what your customer sees, and understand how the Bill of Materials section appears on proposals and PDFs.

Bill of Materials on Quotes

Edit quote products in a spreadsheet-style table: inline cells, bulk actions, add products, and column controls. Grid view is rolling out — here's how to open it and what you can do.

Grid view for quote line items

Self-service ordering portal for customers — an add-on module with its own catalog, basket, and Stripe payment flow.

Storefront

Self-service ordering portal where customers browse products, build a basket, and pay via Stripe — a premium add-on for MSPs who want to enable customer-initiated orders.

Bram Fofana

Identify upsell and cross-sell opportunities across your customer base.

Whitespace

Identify upsell and cross-sell opportunities across your customer base using the whitespace matrix, filters, and campaign export.

Whitespace & Upsell

How Salesbuildr determines the number of users and devices per customer — used in Whitespace analysis and per-seat pricing.

Users & Devices Calculation Strategy

Which ConnectWise agreement and addition fields appear in Whitespace, where service-code columns come from, and how product subcategories map to Salesbuildr categories.

ConnectWise data in Whitespace

Which HaloPSA contract and recurring-invoice fields appear in Whitespace, where service-code columns come from, and how companies and contacts show up.

HaloPSA data in Whitespace

Which Autotask contract, service, and billing-code fields appear in Whitespace, which contracts are visible, and how companies and contacts show up.

Autotask data in Whitespace

Manage purchase orders, pending items, and order fulfillment.

Post-Sale

Post-sale ticket creation from approved quotes, PSA-specific behavior, and HaloPSA sales orders.

Fulfillment Tickets

Procurement workflow from pending items to received, purchase order statuses, and distributor API ordering.

Procurement

Configure shipping types, thresholds, delivery addresses, and automatic shipping calculation.

Shipping

Distributor connections, regional availability, ordering, and configuration.

Distributors

Set up and place orders with Ingram Micro and TD Synnex.

Ordering from Distributors

Understand how Salesbuildr polls distributor feeds, what freshness to expect, and where to check last update times for prices and stock.

How often do distributor prices and stock levels update?

PSA, CRM, distributor, and third-party integrations.

Integrations

PSA configuration, CRM enrichment, HubSpot, Apollo, Pax8, KPN, and LeaderCloud.

Connect Pax8 via OAuth — browse cloud products, link to categories, match companies, and manage contracts.

Connect KPN or RoutIT cloud services — regional integration for NL/BE markets.

KPN / RoutIT

Connect LeaderCloud for cloud product browsing — regional integration for NL/BE markets.

LeaderCloud

HubSpot CRM integration with OAuth and bidirectional sync of companies, contacts, opportunities, and quotes.

HubSpot

Apollo.io integration for automatic company and contact enrichment when creating new records.

Apollo.io

Configure Autotask integration settings — sync, billing codes, data import, inventories, opportunity mapping, purchase orders, and webhooks.

Autotask Configuration

Identify the companies visiting your website, score them against your ideal customer profile, and turn the best fits into opportunities.

Prospects

Map Salesbuildr opportunity data points to Autotask User Defined Fields and understand when values sync to your PSA.

Opportunity UDF → Autotask sync

Connect OneTrail for distributor pricing and product enrichment in Salesbuildr.

OneTrail

Admin settings — messaging, branding, pricing, integrations, users, and platform configuration.

Admin

Account settings, authentication, dashboard configuration, and miscellaneous platform options.

Platform

Quote configuration, approval workflows, audit trail, payment options, shipping, and discount groups.

Opportunity pipeline settings, swimlane configuration, stages, categories, sources, and loss reasons.

50+ distributor connections across 5 regions, priority ordering, product mapping, order integrations, and global pricing settings.

Pricing rules, markup, rounding, payment terms, multi-currency, and tax/VAT configuration.

Financial

Site branding, landing pages, footer, custom fonts, custom domains, and terms & conditions.

Site

Email settings, domain names, email signatures, and notification templates.

Email

Eight data point types for products, companies, opportunities, and tech stacks — with grouped layouts, admin-only fields, and PSA sync.

Custom Fields

API documentation, fair use policy, webhooks.

Public API

User management, roles, permissions, approval workflows.

Users & Access

View your current Salesbuildr subscription status, plan items, and manage billing through the Chargebee portal.

Subscription

Procurement approval rules and order value thresholds.

Troubleshooting, release notes, and policies.

Support

Access forbidden, billing errors, ticket charge issues, user linking.

Troubleshooting

Status updates, planned maintenance, incident reports.

Service Status

Common issues, error resolution, and troubleshooting guides.

FAQ & Troubleshooting

Login issues, permission errors, feature restrictions, and API key authentication.

Access & Permissions

Autotask, ConnectWise, and HaloPSA synchronization errors and resolution steps.

PSA Sync Issues

Email delivery issues, outbound IP allowlisting, template variables, DNS setup, and notification troubleshooting.

Email & Notifications

Product visibility, import failures, media issues, and pricing problems.

Products & Catalog

Ticket charge statuses, billing code errors, and procurement order issues.

Billing & Procurement

Rate limits, webhook delivery, distributor connections, and credential management.

API & Integration Errors

Security information, terms, privacy, compliance.

Security & Legal

These are the general terms and conditions for Salesbuildr

Terms & Conditions

What to do when a product cannot sync to HaloPSA because another item already uses the same name and HaloPSA requires unique product names.