Suggestions for improving Salesbuildr.

Please add your feature requests using the "Add suggestion" button.

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..).
Suggested by: Xander (23 Jun, '22) Upvoted: 21 Nov Comments: 1
Under consideration

Meerdere opties maken bij prijzen in voorstel, dus optie 1 of 2.

Wij gebruiken salesbuildr ook om uitgebreidere voorstellen te maken. Het komt wel eens voor dat je 2 opties in de offerte wil maken. Optie a met kosten 1234. en optie ...
Suggested by: Evert Zondag (13 Apr) Upvoted: 20 Nov Comments: 0
Planned

Page numbers in generated PDF quote

Numbering of pages would be great, preferably in the format page 1 of 5.
Suggested by: J-P (25 May, '22) Upvoted: 28 Sep Comments: 0
Planned

Page header/footer on every page

Out current quotes and any other template we're using are using the same header & footer on every page. Mostly it just consists out of an image, some contact ...
Suggested by: Eric Knops (27 Oct, '22) Upvoted: 25 Aug Comments: 0
Planned

Add the ability to move line items on won quotes to tickets and contracts

We would like to have the ability to move line items on won quotes to tickets and (multiple) contracts, with the option to create new contract or update existing ...
Suggested by: Victor Raessen (08 Mar, '22) Upvoted: 12 Oct Comments: 0
Under consideration

Quote status zelf veranderen

Quote "Draft" kunnen veranderen in Declined of een nieuwe status: Afgehandeld of Ander product of Wachten of Volgende maand. Eigenlijk zelf een status kunnen ...
Suggested by: Edwin Delis (08 Jul, '22) Upvoted: 26 Jul Comments: 1
Not planned

Alerts van Autotask weergeven bij een klant in Salesbuildr

Is het mogelijk om de alerts van Autotask bij een klant weer te geven bij Salesbuildr? Hierdoor zijn de speciale (prijs) afspraken eenvoudig in te zien.
Suggested by: Michel (12 Apr) Upvoted: 21 Nov Comments: 0
Under consideration

Possibility to mark an "Approved" Quote, once it has been processed.

Adding an "additional" (supplementary) STATUS/Marking that can only be entered by a Salesbuildr Admin/User on an Approved quote, so that this quote is processed ...
Suggested by: Frank de Ruyter (14 Feb) Upvoted: 09 Aug Comments: 0
Under consideration

Quote: Make it clear when a quote is processed and closed in Autotask

When you open a quote in Salesbuildr, you can't see if it's already processed. Make it visually clear when a quote is processed and closed in Autotask
Suggested by: Berry van Bree (20 Apr) Upvoted: 08 Nov Comments: 1
Under consideration

Be able to click on a phone number

The addition of a clickable (tel:076...) phone number for a contact person would be highly desirable, so that you can quickly switch (call) with the person, just like ...
Suggested by: Frank de Ruyter (23 Mar) Upvoted: 24 Mar Comments: 0
Planned

Set language at customer level with linked email templates for each language

The External quote notifications are now only fixed in 1 language. We can define quotation templates in a different language but it would be very nice if we could set ...
Suggested by: Coen (23 Oct, '22) Upvoted: 23 Oct Comments: 0
Planned

Project Proposal selection when creating quotes by internal resources

We use Project Proposals when we create Quotes in Autotask. If a Project proposal is created, then presales can also log their time and we'll have a better view on ...
Suggested by: Eric Knops (27 Oct, '22) Upvoted: 16 Aug Comments: 1
Not planned

Zoeken op een gedeelte van een MPN

Voor ons zou het handig zijn om ook op een gedeelte van een MPN te kunnen zoeken. Voorbeeld: als we zoeken op "zbook" komen we alle toestellen tegen met alle ...
Suggested by: RM (10 Jul) Upvoted: 08 Nov Comments: 0
Under consideration

Doc toevoegen als bijlage toevoegen zonder lokale kopie te uploaden

Momenteel kan ik een bijlage toevoegen als link of uploaden als attachment. Onze presales plaatst een document op onze CRM omgeving. Deze komt dus in een SP ...
Suggested by: Inge Van Beers (26 Jun) Upvoted: 12 Oct Comments: 0
Under consideration

html functionality in TinyMCE plugin & extra functionalities

The wysywig plugin (tinyMCE) used when creating templates is great, but is it also possible to get the 'view source' feature enabled on it? When creating templates ...
Suggested by: Eric Knops (02 Dec, '22) Upvoted: 25 Aug Comments: 0
Under consideration

The ability to set a background for widget pages

At the cover page we can set a background. It would be nice if we could also do this for the widget pages and apply our corporate identity properly.
Suggested by: Coen (23 Oct, '22) Upvoted: 15 Aug Comments: 0
Planned

Total discount based on an absolute amount.

At the moment, it is possible to give a total discount on a quote in the form of a percentage discount. We would like to have the ability to specify an absolute ...
Suggested by: Remco (14 Oct, '22) Upvoted: 05 Jun Comments: 0
Planned

UDF available in the oppertunities in sales builder

Use UDF available in AT also available in the oppertunities in sales builder
Suggested by: Rob Zwezereijn (27 May, '22) Upvoted: 30 Aug Comments: 0
Under consideration

Automatically un-list unavailable products

It would be great if Salesbuildr can automatically un-list unavailable products.
Suggested by: Wouter (04 May, '22) Upvoted: 26 Oct, '22 Comments: 3
Planned

Mobile version or app

A better Mobile version or an app to make quotes on the road.
Suggested by: Max (09 Nov) Upvoted: yesterday Comments: 0
Under consideration

A forward and backward button

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.
Suggested by: Bob (11 Oct) Upvoted: 31 Oct Comments: 0
Under consideration

Send multiple quotes of the same opportunity in one batch

When Quotes are under one opportunity a feature to send them all in once would be handy. This way the customer isn't spammed with e-mails.
Suggested by: Max (11 Oct) Upvoted: 24 Oct Comments: 0
Under consideration

Make profile picture a dynamic field

I want to be able to use a dynamic field to be able to insert a different profile picture based on the logged in user.
Suggested by: Victor Raessen (09 Jan) Upvoted: 25 Aug Comments: 0
Planned

Possibility to copy / paste "Logo / Product image" from one product to the other

When creating a new product you sometimes want to use an existing image from another product.
Suggested by: Xander (17 Aug, '22) Upvoted: 17 Oct Comments: 0
Under consideration

Checklists functionality on Oppertunity's

Making checklists available within the opertunities so that nothing is forgotten. the checklists can differ per category opertunity.
Suggested by: Rob Zwezereijn (27 May, '22) Upvoted: 14 Sep Comments: 0
Under consideration

Retracting or editing an already approved quote

The ability to retract a quote that has been approved. We want to be able to make changes to the original quote instead of creating a complete new one.
Suggested by: LW (09 Aug, '22) Upvoted: 26 Jul Comments: 1
Not planned

Add attachment(s) to widgets so they get added to a quote

Example 1: You have a widget which contains a MS365 offer you automatically add the Microsoft customer agreement. Example 2: You have a widget containing a product ...
Suggested by: Coen (31 Oct) Upvoted: 08 Nov Comments: 0
Planned

Add SDC Group as distributor

Please add SDC Group as distributor (https://www.sdcgroup.nl/)
Suggested by: Rick Karperien (13 Oct) Upvoted: 13 Nov Comments: 0
Planned

Set option to always default import autotask opportunities

It would be nice to have an (on/off) option in the admin settings so all opportunities created in Autotask are automatically visible directly in SalesBuildr without ...
Suggested by: Coen (12 Oct) Upvoted: 07 Nov Comments: 0
Planned

Toevoegen van Autotask Ticket/Taaknummer als Referentie in het E-mailonderwerp

We hebben de gewoonte om onze e-mailcommunicatie vanuit Sales zoveel mogelijk via Autotask te laten verlopen. Dit doen we door middel van sales-tickets of via ...
Suggested by: Erik Zwep (13 Sep) Upvoted: 17 Oct Comments: 0
Under consideration

Verkoopprijzen in bundel op inactief zetten.

Van de onderliggende producten is het alleen mogelijk om de verkoopprijs niet te tonen om deze services alleen een cost te geven. Dit gaat voor ons niet werken omdat ...
Suggested by: Michel (30 Aug) Upvoted: 12 Oct Comments: 0
Planned

Heading with numbers

Please add the ability to use numbers for headers, like below. 1. Header one 1.1 Subheader one 1.2 Subheader 2
Suggested by: Walter (24 Aug) Upvoted: 11 Oct Comments: 0
Under consideration

Option to bulk change markup for all items on a quote

I would like to change the markup for all items in a quote category section
Suggested by: Victor Raessen (01 Aug) Upvoted: 06 Sep Comments: 0
Under consideration

Adjust price of service bundle

The possibility to change the price of a service bundle. Discount because a lot of different services instead of just counting the services.
Suggested by: Barnabas Frijns (05 May) Upvoted: 30 Aug Comments: 0
Under consideration

Gamefi Loyalty program

Adding a Gamefi Loyalty program for customers for buying products in salsebuildr webshop. You give a customer a target for a Q1, year or a product that they can win. ...
Suggested by: Linieus Panton (17 Apr) Upvoted: 25 Apr Comments: 0
Under consideration

Offerte en e-mailtemplate in verschillende talen

Op dit moment staan onze offertes en e-mailtemplates in het NL, maar we zien ook nood aan een Engelstalige offerte. Is er de mogelijkheid om ook de e-mailtemplates in ...
Suggested by: Jens Vandenbroecke (30 Mar) Upvoted: 17 Oct Comments: 0
Under consideration

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

Is it possible to make the previous selling price visible when making a new qoute for the customer with the same product(s), when adding them to a new quote.
Suggested by: Daan Begthel (08 Feb) Upvoted: 21 Nov Comments: 0
Under consideration

Add 'Order at other distributor based on minimum price difference' cfr 'distributor is % lower'

Now it's only possible to order items at other distributors if a certain percentage is entered within 'Distributors' - 'If price from other distributor is % lower, ...
Suggested by: Eric Knops (28 Oct, '22) Upvoted: 06 Sep Comments: 0
Under consideration

Create product category of met zoekfunctie of alfabetisch

Maak in het scherm waar je producten toevoegd of het category selecteer ding op alfabetische volgorde of zoeken terwijl je typed.
Suggested by: Wouter (19 Apr, '22) Upvoted: 07 Nov, '22 Comments: 0
Under consideration

Merge PDF documents

Be able to not only attach documents but also merge them, so that its one PDF Coverpage Quote Marketing material terms and conditions one large pdf
Suggested by: Dennis Hansen (06 Apr, '22) Upvoted: 26 Jun Comments: 0
Under consideration

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

Add the ability to merge multiple quotes into a new quote.
Suggested by: Victor Raessen (11 Mar, '22) Upvoted: 17 Oct Comments: 0
Under consideration

Add the ability to split MSP specific and 3rd party recurring services in separate lines

Can we add the ability to group the MSP specific services (vendor = MSP) into a separate line on the grand total, effectively splitting monthly recurring items into ...
Suggested by: Victor Raessen (11 Mar, '22) Upvoted: 17 Jan Comments: 0
Planned

add distributor multiple times

we have an account at copaco Be & NL, can only add one
Suggested by: bart lambrecht (13 Nov) Upvoted: 2 days ago Comments: 0
Under consideration

Hidden field

Graag zie ik een functie als 'hidden field' waarin er opmerkingen geplaatst kunnen worden die intern wel zichtbaar zijn, maar niet voor de klant. Soms gebruiken we ...
Suggested by: Daan (27 Oct) Upvoted: 07 Nov Comments: 0
Under consideration

Discount in "%" ook mogelijk maken als "bedrag" (excl. BTW)

Op een quote is het mogelijk om (onderaan) een discount ingegeven o.b.v. "%". Het zou heel fijn zijn als het ook mogelijk zou zijn, om deze ik te kunnen geven als ...
Suggested by: Frank de Ruyter (26 Oct) Upvoted: 07 Nov Comments: 0
Under consideration

Kolommen clickable (oplopend/aflopend) te maken

Om snel(ler) te kunnen zien/vinden/selecteren, graag kolommen clickable (oplopend/aflopend) te maken. Dit Salebuildr-wide (iig: Opportunities & Quotes)
Suggested by: Frank de Ruyter (23 Oct) Upvoted: 25 Oct Comments: 0
Planned

Mogelijkheid tot "uitgesteld" verzenden (e-mail) van gerealiseerde quote

Zoals je ook in outlook "bezorging uitstellen" kunt toepassen op gerealiseerde mail, de mogelijkheid in Salesbuildr, om gerealiseerde mail af te laten leveren ...
Suggested by: Frank de Ruyter (17 Oct) Upvoted: 25 Oct Comments: 0
Under consideration

Different color WAITING APPROVAL status when waiting on internal approval

The yellow WAITING APPROVAL is the same for external and internal. Of course, we can filter by "Waiting your approval" but it would also be nice if that stands out ...
Suggested by: Coen (10 Oct) Upvoted: 25 Oct Comments: 0
Under consideration

Afb handtekening (1) ook "dynamisch" net als andere merge (2) velden in template/Sjabloon

Samenvoegevelden aanvullen met "afb handtekening" als merge optie, waardoor van iedere gebruiker zijn eigen handtekening afb (dynamisch) in slabloon-merge wordt ...
Suggested by: Frank de Ruyter (28 Sep) Upvoted: 11 Oct Comments: 0
Under consideration

Additional 'css styles' dropdown for images

Hi guys Imagine I could pre-create a few 'styles' (= css classes), and that there would be a dropdown to select from these created styles in the insert/edit Image ...
Suggested by: Matthias (28 Sep) Upvoted: 12 Oct Comments: 0
Under consideration