Our customers made these suggestions for improving Salesbuildr. 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..).
Under consideration
Page numbers in generated PDF quote
Numbering of pages would be great, preferably in the format page 1 of 5.
Planned
Option to add "add-ons" to quote
When building a quote as an MSP we would like to have the possibility to add required and optional "add-ons" to the quote in the quote editor view. This would require ...
Planned
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 ...
Not 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 ...
Planned
klikbaar Telefoon nummer toevoegen bij quote
Het toevoegen van het klikbare (tel:076.....) telefoonnummer van contactpersoon zou zeer gewenst zijn, zodat je (net als klikbaar e-mail) adres, snel kun schakkelen ...
Under consideration
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 ...
Under consideration
Mogelijkheid tot het markeren van een "Approved" Quote, als deze verwerkt is.
Toevoegen van "extra" (aanvullende) STATUS/Markering, die alleen een Salesbuildr Admin/User kan ingeven op een Approved quote, zodat deze quote verwerkt is binnen ...
Under consideration
Please add "Approved" en "Declined" (or all options) in dashboard
Can you please add "Approved" en "Declined" in dashboard?
Maybe all status as a choice
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.
Planned
Automatically un-list unavailable products
It would be great if Salesbuildr can automatically un-list unavailable products.
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 ...
Planned
Totaalkorting op basis van absoluut bedrag
Op dit moment is het mogelijk om een totaalkorting op een offerte te geven in de vorm van een kortingspercentage.
We zouden graag de mogelijkheid hebben om een ...
Under consideration
Update the template when you update a template widget
When I update a template widget, I would like the template that contains that widget to also automatically update
Planned
UDF available in the oppertunities in sales builder
Use UDF available in AT also available in the oppertunities in sales builder
Under consideration
Make favorite list for sales so they can quickly add only allowed products that can be sold
See title, that should explain what we need :)
Not 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 ...
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.
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.
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.
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 ...
Planned
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.
Not planned
Multiple Signature fields
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 ...
Under consideration
Add a Notification of undelivered e-mails (audit trail and email to quote owner)
If emails do not arrive at the intended recipient ( bounce due to a typo in the email address or blocked by a spam filter, for example) we are not aware of this. We ...
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.
Under consideration
Send quote to customer with (not company contact) e-mailadress in CC
We've got to send quotes to customers and to our supplier in CC. At the moment it is only possible to use company contacts in CC, it would be very much appreciated to ...
Planned
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.
Planned
Copying quote including the price
When copying an quote, alle costs go back to 0, i would be nice to copy the costst as well.
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, ...
Under consideration
Category Translation
Categories are now fixed regarding language. If Customers are going to create their own quotes, it should be possible to translate this in their chosen language also ;)
Under consideration
Bulk add products by partcode
We would like to have the ability to add products in bulk. In these scenario's we have a list of partcodes that we would like to add.
For this bulk add we want to ...
Planned
Role based access control on visibility of categories / products
We use a standardized product portfolio we offer to our customers. In addition to these standardized offerings we have customer specific solutions. For the customer ...
Planned
More options in "Price calculation strategy"
Would like more options to choose from, now it rounds everything to .99 would like a more dynamic system:
round amounts under €100 to .99 (like it is now)
round ...
Planned
Add volume based pricing options
I want to be able to provide stepped discounts based on the number of items purchased
Under consideration
Use templates for (category / type) Oppertunities with UDF fields.
There are oppertunities that are regularly used, such as Contract, Hardware Software, Service Extension, which all have their own settlement. It is useful to be able ...
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
Under consideration
Breadcrums in user management
now you need to scroll to the menu on the left when done edditing a user klicking back or in the breadcrum Home>Admin>Users on users is user frendlyer
Planned
Add the ability to merge multiple quotes into a new quote.
Add the ability to merge multiple quotes into a new quote.
Under consideration
Fill in External Approval Response, date and signature (name) in Autotask
At the moment the quote is approved in Salesbuildr, we can see who approved it, but why is this data not also filled in within the Autotask fields?
External ...
Under consideration
Unlist all inactive services
Can the Unlist Inactive option also be made available with the "Import All Mapped Products and Services" option
What I want is that with 1 push of a button you can ...
Under consideration
Meer beheermogelijkheden overzicht users SalesBuildr.
Kunnen filteren op type users, of rollen, of company. Het beheren van users is moeilijk. Het overzicht loopt vol met klanten die proberen in te loggen, terwijl dit ...
Under consideration
Inventory kunnen reserveren voor een klant. (vanuit de quote)
Is het mogelijk om in de toekomst:
1: De reserveringen van voorraad/inventory op te halen naar SalesBuildr?
2: Producten al te kunnen reserveren vanuit de Quote? ...
Under consideration
Manage Quote settings in Quote templates
It would be nice if you could also manage quote settings in a Quote template. So that you can save certain settings in a Quote template by default. So that you can ...
Under consideration
Add the Company Account Manager variable to the selection
When creating 'contracts' in SaleBuilder (quote with detailed text etc...) it would be nice to also select the Account Manager linked to the company.
For now you ...
Planned
Display User and region/repartment on quote dashboard
Hi, would be nice if you can display the name of the person who made a quote, and the department/region he/her works in while browsing through the approved/waiting ...
Under consideration
Via productpagina (geaccordeerde) offertes kunnen vinden met dat specifieke product erop
Op de product pagina kunnen zien aan welke klanten (offertes) dit is geleverd en hier snel naartoe kunnen.
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 ...
Under consideration
Adjust message when retracting a quote
It would be nice if you can change the message inside the quote in case of retracting the quote, instead of changing the the whole template.
Under consideration
Use slider as filter for numeric specs
When filtering products in the store I want to be able to filter using a slider. For example cable lengths: instead of having a long selection list I want to have a ...
Under consideration
Product category localizations on quotes
Expand the quote localizations with a translation of the product categories. This will help us because we don't have to translate the product categories by hand per ...
Under consideration