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: yesterday 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: 17 May 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: 04 May 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: 04 May 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: yesterday Comments: 0
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: yesterday Comments: 0
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

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: 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
Planned

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

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: 03 Apr 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

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: 14 Nov, '22 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

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: 05 May 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

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: 13 Apr 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: 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

Cell functie met Multi select functie

Hoi, We zouden graag een functie willen zien waar we een multi select regel kunnen maken in een cell. Doel: in een cell 3 of meer mogelijkheden te kunnen kiezen zoals ...
Suggested by: Linieus Panton (25 Apr) Upvoted: 03 May Comments: 0
Under consideration

Custom fields Opportunity

Making it possible too add custom fields from Autotask creating an opportunitity in Salesbuildr.
Suggested by: Daan Begthel (06 Apr) Upvoted: 17 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: 11 Apr Comments: 0
Under consideration

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

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: 05 May 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
Planned

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

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: 06 Apr 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

Optie tot toevoegen van extra (mail) contacten (in default) bij Quote Approval

Waar kunnen we binnen SB instellen "WIE/Mailadres wordt geïnformeerd bij "Quote approved"? (anders dan Quote owner) Zou super zijn als (onder admin) aanvullende ...
Suggested by: Frank de Ruyter (yesterday) Upvoted: yesterday Comments: 0
Under consideration

Pipeline stages 1:1 color (PSA <> SB)

Hi Team, Het zou fantastisch zijn als de KLEUREN (van verschillende Opportunity Pipeline Stages vanuit PSA (1:1) overgenomen, of (identiek) ingesteld zouden kunnen ...
Suggested by: Frank de Ruyter (24 May) Upvoted: 24 May Comments: 0
Under consideration

Add some icons to design widgets

Perhaps it can be a nice touch to allow people to import some icons from the Font Awesome library in their texts? (they have thousands of options; like checkboxes, ...
Suggested by: Matthias (23 May) Upvoted: 23 May Comments: 0
Under consideration

pre-map matching Excel column headers with import-products dropdowns

We designed an excel-template with the same names as you use, to prevent mistakes on import. But it's a bit silly to map MPN -> dropdown -> select MPN ... Product ...
Suggested by: Matthias (23 May) Upvoted: 23 May Comments: 0
Under consideration

padding/margin around embedded images

Is it possible -on right-aligned images- to add a bit of margin-left + margin-bottom + margin-top And similar for left-aligned images: a bit of margin-right + ...
Suggested by: Matthias (23 May) Upvoted: 23 May Comments: 0
Under consideration