Pricecheck (like pricewatch from Tweakers)

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

Add 'undo' and 'redo' feature

I would like a forward and backward/rewind button. Sometimes I accidentally delete something from a quote, with a button like this the workflow would increase big time.

Quote versioning

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.

Automatically apply page breaks (A4)

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

I would like to see Previous quoted prices for the same article for a customer

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

Special bids via API instead of manual import

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

External storage location for signed contracts

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)

Distributor: Westcon-Comstor

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

Floating formatting box

Floating format box - can it be on top of the page ( as in MS Word) Jira: TN-8705 — [Widget] [UX] Floating formatting toolbar

When adding products show list of selected items and edit quantity

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

Enable Quicksearch for Quote Number, ID, and PO Number

Jira: TN-8701 — [Search] [Quote] Enable quicksearch for Quote Number, ID, and PO Number

Add distributor ARROW ECS

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

Add a document as an attachment without uploading a local copy

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

Amazon Product Feed

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

Quote filter on AT Ticket made or not

add a filter option to see quotes without a created ticket

Bulk Sent Quotes

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?

Checklists functionality on Oppertunity's

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

Activate Proposal Project (Autotask) from quote/deal won - Extra feature

Jira: TN-8710 — [Autotask] [Procurement] Activate Proposal Project from deal won

Order confirmation emails - to go to quote creator

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

Add discount percentage

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.