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: <Hidden> (23 Jun, '22) Upvoted: 27 May Comments: 2

Add 'undo' and 'redo' feature

I would like a forward and backward/rewind button. Sometimes I accidentally delete something from a quote, with a button like this the workflow would increase big time.
Suggested by: <Hidden> (11 Oct, '23) Upvoted: 21 May Comments: 3
Planned UX

Widget with free input fields

Would be nice if we could add a widget with (mandatory) fillable fields so we can collect information. Think of a debit authorization or a questionnaire we could add.
Suggested by: <Hidden> (26 Oct, '23) Upvoted: 20 May Comments: 0
Planned Quotes UX Widgets

Automatically apply page breaks (A4)

Automatic page breaks (A4) would save us time manually copying and pasting text and creating new content widgets. The idea would be that if we add a longer text, ...
Suggested by: <Hidden> (05 Mar, '24) Upvoted: 15 May Comments: 0
Under consideration Quotes

Mobile version or app

A better Mobile version or an app to make quotes on the road.
Suggested by: <Hidden> (09 Nov, '23) Upvoted: 15 May Comments: 1
Planned UX

Quote versioning

It would be great is it was possible to have a version history in quotes that we can return to if needed. We now have to make a copy of a quote if we might need te ...
Suggested by: <Hidden> (21 Oct, '24) Upvoted: 15 May Comments: 0
Under consideration Quotes

Enable Quicksearch for Quote Number, ID, and PO Number

1. What is the problem you are trying to solve? It is currently not possible to search for Quote Number, ID, or PO number using the quicksearch. 2. In your mind, ...
Suggested by: <Hidden> (30 May, '24) Upvoted: 16 May Comments: 0
Under consideration Quotes UX

Add customer company logo as variable

It would be great to add the customer company logo as a variable that you can use on the cover page for example. This way we can personalize our quotes even more.
Suggested by: <Hidden> (19 Apr, '24) Upvoted: 21 May Comments: 0
Under consideration Companies UX

Special bids via API instead of manual import

The ability to pull in special bid data via the API of the distri.
Suggested by: <Hidden> (13 Jul, '23) Upvoted: 11 Jun Comments: 0
Under consideration API

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: <Hidden> (08 Feb, '23) Upvoted: 15 May Comments: 0
Under consideration Companies Quotes

External storage location for signed contracts

Currently completed contracts with a size bigger than 5 MB are not safed in Autotask (API Limitation) but there is a link in the opportunity which brings you to a ...
Suggested by: <Hidden> (13 Aug, '24) Upvoted: 30 Apr Comments: 0
Under consideration Purchase Orders

Add direct debit option

It would be great if an option becomes available where, upon approval, we have an additional field next to the signature field for the bank account number for direct ...
Suggested by: <Hidden> (06 Aug, '24) Upvoted: 24 Mar Comments: 2

Add a document as an attachment without uploading a local copy

Currently, I can add an attachment as a link or upload it as an attachment. Our pre-sales place a document in our CRM environment. This then ends up in an Shareepoint ...
Suggested by: <Hidden> (26 Jun, '23) Upvoted: 15 May Comments: 0
Under consideration Quotes

Send multiple quotes of the same opportunity in one batch

When Quotes are under one opportunity a feature to send them all in once would be handy. This way the customer isn't spammed with e-mails.
Suggested by: <Hidden> (11 Oct, '23) Upvoted: 19 Feb Comments: 0
Under consideration Opportunities Quotes

Different color WAITING APPROVAL status when waiting on internal approval

The yellow WAITING APPROVAL is the same for external and internal. Of course, we can filter by "Waiting your approval" but it would also be nice if that stands out ...
Suggested by: <Hidden> (10 Oct, '23) Upvoted: 08 May Comments: 0
Planned UX

Add distributor ARROW ECS

Arrow ECS is next to TD Synnex, Ingram, Copaco, Also, a large distributor. They are using ArrowSphere portal, whick should be connected to Salesbuildr.
Suggested by: <Hidden> (17 Aug, '24) Upvoted: 23 May Comments: 0
Under consideration Distributors

Discount toevoegen

Wij missen de optie om kortingen automatisch door Salesbuildr (SB) te laten berekenen. Op dit moment moeten we handmatig het kortingspercentage berekenen, wat ...
Suggested by: <Hidden> (23 May, '24) Upvoted: 07 May Comments: 0
Under consideration Discounts

When adding products show list of selected items and edit quantity

It would be very useful if when adding products to a quote a list would show which products you have selected and you could also specify the quantities without having ...
Suggested by: <Hidden> (05 Jan, '24) Upvoted: 15 May Comments: 0
Under consideration Product Quotes

Artikelhistorie per klant

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 ...
Suggested by: <Hidden> (10 Nov, '23) Upvoted: 15 May Comments: 0
Planned Companies Product

Discount in "%" ook mogelijk maken als "bedrag" (excl. BTW)

Op een quote is het mogelijk om (onderaan) een discount ingegeven o.b.v. "%". Het zou heel fijn zijn als het ook mogelijk zou zijn, om deze ik te kunnen geven als ...
Suggested by: <Hidden> (26 Oct, '23) Upvoted: 19 Feb Comments: 0
Under consideration Discounts Quotes

Include the account manager by default in the CC.

Include the account manager by default in the CC when the quote is sent by the internal sales team.
Suggested by: <Hidden> (16 Aug, '23) Upvoted: 21 Mar Comments: 0
Under consideration Emails Quotes

Activate Proposal Project (Autotask) from quote/deal won - Extra feature

Currently, Salesbuildr allows us to create a ticket after a deal has been won. However, if we were managing the opportunity through Autotask, we could also ...
Suggested by: <Hidden> (31 Mar) Upvoted: 09 Jun Comments: 0
Under consideration Autotask Purchase Orders

Outlook Add-On of URL

Een optie om een add-on (of URL) toe te voegen binnen je huidige mails in outlook. Zo kun je de mail met je offerte vanuit je eigen mailbox versturen en is deze ...
Suggested by: <Hidden> (19 Jan, '24) Upvoted: 24 Mar Comments: 0
Under consideration Emails

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: <Hidden> (27 Oct, '22) Upvoted: 27 Nov, '24 Comments: 1
Not planned

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: <Hidden> (27 May, '22) Upvoted: 14 Aug, '24 Comments: 1
Under consideration Opportunities

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: <Hidden> (02 Dec, '22) Upvoted: 15 May Comments: 0
Under consideration Companies UX

Voorstel is bekeken door

Wat ik nog steeds mis in Salesbuildr is de mogelijkheid om te zien wie het voorstel heeft bekeken als die persoon niet is ingelogd. Het lijkt mij een eenvoudige ...
Suggested by: <Hidden> (23 May, '24) Upvoted: 16 Jan Comments: 1
Under consideration Quotes

Option for Additional Subcategories

It would be highly beneficial to have the option to add an additional subcategory, particularly in cases where we receive more favourable pricing for specific brands ...
Suggested by: <Hidden> (21 Mar) Upvoted: 11 Apr Comments: 0
Under consideration Categories Product

Pakbon / Packing Slip

De mogelijkheid om van een Post-sale ticket de artikelen en aantallen als een PDF af te drukken met een eigen layout. De optie voor een pakbon in Autotask is zeer ...
Suggested by: <Hidden> (02 Oct, '24) Upvoted: 15 May Comments: 0
Under consideration Autotask Purchase Orders

Add the ability to link a custom email template to a proposal template

I would like to be able to link a custom email template to a proposal template so when I send the proposal, the right email template is already selected for me.
Suggested by: <Hidden> (23 Feb, '24) Upvoted: 18 Jun Comments: 0
Planned Emails

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: <Hidden> (14 Oct, '22) Upvoted: 04 Jun Comments: 0
Planned Discounts Quotes

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: <Hidden> (22 Mar, '23) Upvoted: 02 Jul, '24 Comments: 1
Under consideration Quotes

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: <Hidden> (07 Mar, '23) Upvoted: 15 May Comments: 1
Under consideration Quote

Dashboard Enhancement: Add 2new widgets "Awaiting Internal Approval" & "Awaiting Customer Approval"

Please can we have two new widgets added to the 'my summary' dashboard for "My Quotes Awaiting Internal Approval" and My Quotes Awaiting Customer Approval" to help ...
Suggested by: <Hidden> (26 Mar) Upvoted: 05 May Comments: 0
Under consideration Dashboard

transfer to project organisation

When a quote is won we create a ticket to transfer the sold solution to the project organisation. It would be nice to have a way to "transfer to project" in ...
Suggested by: <Hidden> (02 Apr, '24) Upvoted: 24 Mar Comments: 0
Under consideration Opportunities Purchase Orders

Email: let certain users send out from a default adress and others from themselves

We want our inside sales to send out from sales@.... but our outside sales to send emails from their own entity.
Suggested by: <Hidden> (25 Mar, '24) Upvoted: 16 Jan Comments: 0
Under consideration Contacts

Toevoegen van Autotask Ticket/Taaknummer als Referentie in het E-mailonderwerp

We hebben de gewoonte om onze e-mailcommunicatie vanuit Sales zoveel mogelijk via Autotask te laten verlopen. Dit doen we door middel van sales-tickets of via ...
Suggested by: <Hidden> (13 Sep, '23) Upvoted: 08 Nov, '24 Comments: 0
Under consideration Autotask Purchase Orders Quotes

Hide Audit trail from confirmation mail PDF

MSP should be able to hide the Audit trail from the confirmation mail PDF. Maybe add this feature as a possibility in the quote settings.
Suggested by: <Hidden> (03 Jan) Upvoted: 15 May Comments: 1
Under consideration Audit Quotes

Credit check

A (on going) credit check of (new) customers.
Suggested by: <Hidden> (21 Aug, '23) Upvoted: 30 Oct, '24 Comments: 1
Not planned

Able to change logo link to eg. Dashboard page or quote overview page

To change the link attached to your own company logo (top left) to another page within Salesbuildr. eg. Your own dashboard or the quote overview page.
Suggested by: <Hidden> (07 Apr) Upvoted: 30 Apr Comments: 0
Under consideration Dashboard Quotes

Set the preferred distributor on category level

We want to automate our prices as much as possible and it would help if we could also set the preferred distributor per category. Now you can only set the preferred ...
Suggested by: <Hidden> (18 Jul, '24) Upvoted: 19 May Comments: 0
Under consideration Distributors

Notify when sending out quote without emailadress

In some cases the recieving contact doesn't have an email adress added in AutoTask. In this case, if I would send a quote to this contact, it would send it without a ...
Suggested by: <Hidden> (15 Apr, '24) Upvoted: 29 Aug, '24 Comments: 0
Planned Contacts Quote

Opportunity updates / notes weergeven in salesbuildr

De informatie vanuit salesbuildr bijv. notes worden wel in autotask weergegeven maar niet in salesbuildr. In salesbuildr zijn enkel de notes zichtbaar die vanuit ...
Suggested by: <Hidden> (04 Apr, '24) Upvoted: 08 Jan Comments: 0
Under consideration Opportunities

Archive options for quotes

We would like to see an option to archive draft, expired and approved quotes. Archived quotes should no longer be available to the customer online.
Suggested by: <Hidden> (11 Jan, '24) Upvoted: 20 Dec, '24 Comments: 0
Planned Quotes

Heading with numbers

Please add the ability to use numbers for headers, like below. 1. Header one 1.1 Subheader one 1.2 Subheader 2
Suggested by: <Hidden> (24 Aug, '23) Upvoted: 04 Jul, '24 Comments: 0
Under consideration Quote

Automatically un-list unavailable products

It would be great if Salesbuildr can automatically un-list unavailable products.
Suggested by: <Hidden> (04 May, '22) Upvoted: 26 Oct, '22 Comments: 3
Planned Product

Marketplace joined into quotes

I'd really like to see marketplace introduced when searching for products while already inside of a quote. If it's a product that is not yet added it can be added by ...
Suggested by: <Hidden> (29 Apr) Upvoted: 09 Jun Comments: 2

Maak ticket wanneer klant goedkeuring geeft

Wanneer een klant goedkeuring op een offerte geeft, graag ticket aanmaken dat er goedkeuring is. Nu komen de goedkeuringen in de individuele mailboxen van de makers ...
Suggested by: <Hidden> (27 Nov, '23) Upvoted: 02 Apr, '24 Comments: 2
Not 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: <Hidden> (09 Aug, '22) Upvoted: 16 May Comments: 1
Not planned

Predictive Approval Status by Rule Type

Can we have a way to see in advance whether a quote will require approval?
Suggested by: <Hidden> (03 Apr) Upvoted: 09 Apr Comments: 0
Under consideration Quotes