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
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
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 ...
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 ...
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 ...
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
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.
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
Automatically un-list unavailable products
It would be great if Salesbuildr can automatically un-list unavailable products.
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 ...
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
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
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. ...
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.
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
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 ...
Under consideration
Custom fields Opportunity
Making it possible too add custom fields from Autotask creating an opportunitity in Salesbuildr.
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 ...
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 ...
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
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 ...
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.
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
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.
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
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 ...
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 ...
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, ...
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 ...
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 + ...
Under consideration