Would be great to get a warning if there is a XX% cheaper option for a product at another supplieer (like Coolblue, Bol etc..).

It would be great is it was possible to have a version history in quotes that we can return to if needed. We now have to make a copy of a quote if we might need te first version of a quote we made.

Automatic page breaks (A4) would save us time manually copying and pasting text and creating new content widgets. The idea would be that if we add a longer text, Salesbuildr would automatically divide that over multiple A4 pages

Jira: TN-8698 — [Quote] [Product] [UX] Show previous quoted prices for same customer and product

Jira: TN-8699 — [Distributor] [API] Special bids via distributor API instead of manual import

Arrow ECS is next to TD Synnex, Ingram, Copaco, Also, a large distributor. They are using ArrowSphere portal, whick should be connected to Salesbuildr.

Adding support for integrating with Westcon-Comstor as a distributor.

Currently completed contracts with a size bigger than 5 MB are not safed in Autotask (API Limitation) but there is a link in the opportunity which brings you to a salesbuildr storage location. We have the policy to have all our own documents in our own locations/systems so we would like the option for salesbuildr to write completed contracts to an external location (sharepoint site, ftp server) Preferably with a coherent folder structure (customer/opportunity)

Amazon Business account product/pricing integration - like these: https://help.quoter.com/en/articles/9061387-amazon-business https://www.zomentum.com/blog/zomentum-grow-welcomes-amazon-business#strongadding-amazon-productsstrong Jira: TN-7308 Consolidated into: Distributor: Westcon-Comstor

What is the problem or wish? When a quote is won in Salesbuildr, the post-sale flow currently supports creating a ticket and optionally a contract. For Autotask customers who handle project-based work, there is no equivalent option to create or activate a project from the same flow. This is a gap relative to what Autotask's native Won Opportunity Wizard already supports. In Autotask, the standard workflow for project-based sales works as follows: a Proposal Project is created during the quoting phase and linked to the opportunity. When the opportunity is won, the Won Opportunity Wizard converts that Proposal Project into an active client project, assigns tasks, and makes billing items available for project charges. Salesbuildr currently does not expose this step, meaning users either have to fall back to Autotask to complete the handoff, or skip project creation entirely and risk won quotes going unprocessed. Who is impacted and how? This affects Autotask customers who use Salesbuildr for their entire sales flow but do project-based delivery. Two distinct patterns come up across customer requests: MSPs doing larger project work (migrations, network rollouts, infrastructure deployments) where a Proposal Project is prepared during presales and needs to be activated on deal close. MSPs doing smaller scoped work (laptop installs, onboarding jobs) who want to use Autotask projects as a lightweight delivery tracker rather than a ticket. In both cases, the handoff today happens outside Salesbuildr. Sales staff close the deal, then have to go into Autotask to activate the project manually. Thijmen Bosman (Connectworks) specifically flags that this creates a blind spot: won quotes that require follow-up in Autotask can be forgotten after signature, because there is no to-do or delivery tracker left in the sales tool. Eric Knops (Appsys ICT Group) raises a related issue from the presales side: because Salesbuildr has no awareness of existing Proposal Projects on an opportunity, sales staff cannot link a quote to one, which breaks the presales time-logging workflow and cost visibility they rely on. There is also a flow-level issue: quotes containing service or labor items cannot be closed in Salesbuildr today if project creation is needed, because the post-sale step-through only covers ticket and contract. These quotes get stuck open and require manual handling in Autotask to close the opportunity. What should happen? The Won Quote / Won Opportunity flow in Salesbuildr should be extended with a project creation step alongside the existing ticket and contract steps. Concretely: If a Proposal Project is linked to the opportunity in Autotask, the post-sale flow should surface an option to activate it and convert it to a client project, mirroring the Won Opportunity Wizard behavior natively. If no Proposal Project exists, the user should be able to create a new project directly from the won quote, with the option to apply a project template. Template support is particularly important for standardised delivery work (e.g. a standard "new employee onboarding" or "device rollout" project). The step should be skippable, consistent with how ticket and contract creation work today. Closing the opportunity should only be triggered after the user has stepped through (or explicitly skipped) all relevant post-sale steps, including project creation. This unblocks the current issue with service/labor quotes that cannot be closed. A secondary but related improvement: during quote creation, internal users should be able to select an existing Proposal Project linked to the opportunity (as a dropdown, scoped to the selected company), so presales time can be logged against it in Autotask before the deal is closed.

Jira: TN-8707 — [Quote] [Product] Show selected items list and edit quantity when adding products

Jira: TN-8713 — [Quote] Add document as attachment via link without local upload

We are missing the option to have discounts calculated automatically by Salesbuildr (SB). Currently, we have to calculate the discount percentage manually, which is cumbersome. It would be ideal if we could enter a percentage into the discount field, after which SB automatically applies the calculation to the total amount. This field is currently greyed out and uneditable, forcing us to calculate the discount ourselves. It would save a lot of time if SB could automate this process.

Addon to the import functionality to import licenses in bulk and also be able to send them in bulk. After import, they will be in draft status. That is OK, because then a check could be performed or something could be adjusted. But is there also the possibility to select multiple lines to send in BULK? (for example, by creating a checkbox in front where multiple quotes or 'all quotes' can be selected to send them simultaneously). Currently, they have to be opened one by one to be sent. This functionality can ensure that work can be done much more efficiently. Can this be developed, please?

add a filter option to see quotes without a created ticket

At the moment you can add Services to a quote on a recuring base. AutoTask also provides Service Bundles which adds different services to 1 bundle. We would like to have this feature available in SalesBuildr

Making checklists available within the opertunities so that nothing is forgotten. the checklists can differ per category opertunity.

Jira: TN-8712 — [Email] Order confirmation emails to quote creator

Add the ability to merge multiple quotes into a new quote.

For now there's the option to sign a quote when approving. But it would be better if there's a box that can be placed in the quote or in the contract templates where a signature is required. To make it even better, it should be possible to place a signature box on different pages then within templates. And if this box for example can be linked to a specific contact from the customer you can also let multiple people sign contracts if needed. Particular for contracts this will be a great addition