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: 23 Mar Comments: 1
Under consideration

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: 2 days ago Comments: 0
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 ...
Suggested by: Dennis (23 Feb, '22) Upvoted: 27 Mar Comments: 0
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 ...
Suggested by: Edwin Delis (08 Jul, '22) Upvoted: 07 Nov, '22 Comments: 1
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 ...
Suggested by: Eric Knops (27 Oct, '22) Upvoted: 2 days ago Comments: 0
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 ...
Suggested by: Frank de Ruyter (23 Mar) Upvoted: 24 Mar Comments: 0
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 ...
Suggested by: Victor Raessen (08 Mar, '22) Upvoted: 12 Jan Comments: 0
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 ...
Suggested by: Frank de Ruyter (14 Feb) Upvoted: 17 Feb Comments: 0
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
Suggested by: Frank de Ruyter (10 Feb) Upvoted: 17 Feb 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: 04 Jan Comments: 0
Planned

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

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: 21 Dec, '22 Comments: 0
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 ...
Suggested by: Remco (14 Oct, '22) Upvoted: 14 Nov, '22 Comments: 0
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
Suggested by: Victor Raessen (09 Aug, '22) Upvoted: 27 Mar 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: 07 Jan Comments: 0
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 :)
Suggested by: Koos (25 Aug, '22) Upvoted: 21 Sep, '22 Comments: 2
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 ...
Suggested by: Eric Knops (27 Oct, '22) Upvoted: 05 Dec, '22 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: 23 Mar 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: 23 Mar 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

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

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: 07 Nov, '22 Comments: 1
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 ...
Suggested by: Eric Knops (07 Mar) Upvoted: 15 Mar Comments: 0
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 ...
Suggested by: Coen (09 Feb) Upvoted: 23 Mar 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: 23 Mar Comments: 0
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 ...
Suggested by: A. de Keizer (01 Feb) Upvoted: 09 Feb Comments: 0
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.
Suggested by: Victor Raessen (09 Jan) Upvoted: 17 Jan Comments: 0
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.
Suggested by: Daan Begthel (09 Nov, '22) Upvoted: 06 Feb 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: 10 Mar Comments: 0
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 ;)
Suggested by: Eric Knops (27 Oct, '22) Upvoted: 05 Dec, '22 Comments: 0
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 ...
Suggested by: Remco (19 Oct, '22) Upvoted: 29 Oct, '22 Comments: 0
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 ...
Suggested by: Remco (05 Jul, '22) Upvoted: 23 Aug, '22 Comments: 0
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 ...
Suggested by: Xander (23 Jun, '22) Upvoted: 07 Nov, '22 Comments: 0
Planned

Add volume based pricing options

I want to be able to provide stepped discounts based on the number of items purchased
Suggested by: Victor Raessen (21 Jun, '22) Upvoted: 15 Jul, '22 Comments: 0
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 ...
Suggested by: Rob Zwezereijn (27 May, '22) Upvoted: 14 Jun, '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: 19 Oct, '22 Comments: 0
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
Suggested by: Wouter (24 Mar, '22) Upvoted: 20 May, '22 Comments: 0
Planned

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: 20 May, '22 Comments: 0
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 ...
Suggested by: Eric Knops (22 Mar) Upvoted: 22 Mar Comments: 0
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 ...
Suggested by: Erik Zwep (21 Mar) Upvoted: 21 Mar Comments: 0
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 ...
Suggested by: Arthur van der Woude (VSA) (13 Mar) Upvoted: 13 Mar Comments: 0
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? ...
Suggested by: Arthur van der Woude (20 Feb) Upvoted: 20 Feb Comments: 0
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 ...
Suggested by: Erik Zwep (16 Feb) Upvoted: 16 Feb Comments: 0
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 ...
Suggested by: Eric Knops (03 Feb) Upvoted: 03 Feb Comments: 0
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 ...
Suggested by: Ruben (18 Jan) Upvoted: 18 Jan Comments: 0
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.
Suggested by: LW (08 Dec, '22) Upvoted: 08 Dec, '22 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: 02 Dec, '22 Comments: 0
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.
Suggested by: Daan Begthel (09 Nov, '22) Upvoted: 09 Nov, '22 Comments: 0
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 ...
Suggested by: Remco (06 Jul, '22) Upvoted: 06 Jul, '22 Comments: 0
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 ...
Suggested by: LW (30 May, '22) Upvoted: 30 May, '22 Comments: 0
Under consideration