Amazon Business account product/pricing integration

Add ability to connect to Amazon Business account. Many US companies purchase small parts and specialty products from Amazon.

Sync Error with Red Banner when Sending Quote

I am experiencing a sync error when trying to send a quote. When attempting to send, I see a red banner indicating a sync error, instead of the expected green banner for a successful sync. This issue occurs at https://halo-demo.dev-salesbuildr.com/auth/profile/quotes/GtEHZNgJWyhGmVHYyqyQ. I have checked the Issues log in Admin > Tools but could not find a specific error message. This problem is currently affecting just me.

Critical Bug: Quotes Not Syncing to Autotask

I am experiencing a critical issue where quotes are failing to sync to Autotask. This problem affects all our users and is currently blocking usage. Specifically, when attempting to sync a quote from a URL like https://demo.eu1-salesbuildr.com/auth/profile/quotes/ANnMagYUNoYaIKX2B69V, we consistently encounter a 'Cannot sync to Autotask error'. The expected behavior is a successful synchronization of the quote to Autotask.

Autotask Callout - Error: Salesbuildr - Company Webhook

Autotask webhook integration is failing for WE-IT Group company, with 5 consecutive failed delivery attempts. The webhook was created by Salesbuildr API and will be disabled after 25 failed attempts.

Adding purchase order by customer

Klant kan online de quote goedkeuren en PO nummer meegeven, maar het zou mooi zijn als hij daar ook een bijlage kan toevoegen met de effectieve bestelbon. Jira: TN-3768

Product history per customer

Artikel historie is een artikellijst van producten die de klant bij ons heeft aangeschaft. Deze lijst is handig voor het inzien van eerder verkochte producten met hun prijzen. Zodat je snel kan zien wat de klant dit jaar of vorig jaar het product voor heeft aangeschaft. Hoef je niet te zoeken in eerder bestelde offertes. Jira: TN-4051

Password protection for quotes

We are looking for the ability to set a simple password protection on quotes as an alternative to using the existing SSO methods. This would be a preferred method for a large number of our customers and would be a vital compliance benefit to essentially password protect an anonymous quote link. A toggle at quote level would be preferred. Passwords could be randomly generated or user defined and available as a variable so it can be included in Emails to the customer.

Duplicate Section

Ability to clone a section within a quote without have to first save a widget and reimport it

Templates - Addons not loading on products

When making a template with a product that has enabled addons, be it mandatory or optional, these addons do not load when using a template on a fresh new quote. If you click on "Add additional product add-ons" button, it will show you all the addons, including any that are turned on by default, but it won't let you save. So to add them to the quote, you have to toggle them off and on again to be added.

Add the ability to countersign proposals

Occassionally we have proposals were we (the MSP) would like to countersign with the customer. Other quote/proposal SaaS products have this but it is missing from Salesbuildr.

Add Internal CC when sharing quote via link

Currently adding CC Internal is only possible when sending the quote directly from Salesbuildr. It would be nice to be able to add this for notifications (e.g. Quote Approved) when marking a quote as sent and sharing via the link instead.

Editable cover page

Currently the cover page is only editable at the template level. It would be good to be able to edit on an individual quote basis to allow for the addition of a customer logo or similar. Even if it's only placeholder elements that can be edited.

Pax8 Datafeed - Cannot determine what billing/commit type on WON quotes?

I noticed when you use the Pax8 integration in SB, where you can select commit/billing type, that on approved quotes, you have no idea what options were quoted/approved. The approved quote simply says that the price was (Month) but doesn't confirm commit or similar? This is a biggie to know as NCE is ruthless in committing you to a full year after ordering, so if we mess up the license, we are on the hook.

Add the ability to re-order widget labels

In various areas where labels are used they can be re-ordered, but I can't find a way of re-ordering the widget labels we create.

Clarify wording when adding a different (additional) quote approver

When going to Settings > 'Manage approvals' for a quote you get the option to 'Select a different recipient'. This sounds like you are replacing the original approver with a new one, but you're not, you're adding an additional approver who will need to approve the request after the original approver. Please could the wording be updated to "Select an additional recipient" to avoid confusion.

Easier sorting of products within a category

If I go to Products > Categories, and click the link to the actual products (the number of products) I can sort using the "Manage sorting" button. However, this requires me to search for each product, add it, and sort them. It would be much easier if it automatically showed all products within that sub-category and allowed me to sort with drag and drop.

Add RRP for Ingram (AU)

Add RRP for Ingram AU. It's currently added for US/CA. Please see attached image for sample.

Add API endpoint to update quote widget content (html-content blocks)

We're automating NCE renewal quotes via the public API. Our workflow creates draft quotes with templateId and products, this works great. However, we also want to inject a dynamic HTML license overview (which users have which licenses) into an html-content widget in the quote. There's currently no API endpoint to set widget content. Request: Either allow updating widget content on existing quotes: PUT /quote/{id}/widget/{index} { "contentTemplate": "" } Or allow widget overrides during creation: POST /quote { "templateId": "...", "widgetOverrides": { "1": { "contentTemplate": "" } } } Use case: MSP automation, generating renewal quotes with dynamic data from external systems.

Ability to Add Multiple KPN/RoutIT Partner Cards

From KPN/RoutIT, we have multiple partner cards. This is very common to separate matters within KPN and can arise, for example, through acquisitions. In Salesbuildr, only one can be linked, which means not all KPN contracts are visible at the customer level. An API is available for each partner card from RoutIT. By being able to link multiple APIs via Grexx, we can retrieve all relevant information.

Cost as Condition for Approvals

"Add 'cost' as a condition to Internal Approval rules (alongside Quote Value, ARR, Discount, Categories) so we can guide approvals by cost and comply with procurement schemas"