Our customers made these suggestions for improving Salesbuildr. Suggestions for improving Salesbuildr.
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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 ...
Planned
Line item price adjustments using %
"A price adjustment at the article level can only be done as an amount. I would also like to be able to do this in percentage."
Under consideration
Ability to hide a Product item from a search query
To make the search for products more effective and less error-prone, products with the same product description must be able to be hidden.
Under consideration
Add-ons to show up only when selecting a product in multiple choice options.
When making a quote, for example, giving an option between 2 Laptops, you can add the add-ions to the products. This looks messy and makes the page very long. (see ...
Under consideration
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 ...
Under consideration
Contractverlening (renewal) - bestaande services toevoegen
We often need to renew management agreements. I then have to add various services, including various Microsoft cloud licenses, our management services, telephony, and ...
Planned
Salesmanagement dashboard / Salesfunnel
I would like to have a dashboard which displays the quotes in different statusses (suspect, prospect, quote, won, lost) with a filter per customer, accountmanager etc
Planned
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 ...
Under consideration
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.
Under consideration
Selectietool
Als je zoekt in "Marketplace" op bepaalde producten, dat je kunt selecteren op van "laagste prijs naar hoogste prijs" of andersom bijvoorbeeld. Nu staat alles door ...
Under consideration
Sticky note
Gelieve de sticky note beter zichtbaar te maken. enerzijds helemaal bovenaan plaatsen, anderzijds de look geven van een post it bv?
Geel vierkant en opvallend dus...
Exclusive Networks (Fortinet)
Sinds kort is er een Exclusive Network portal (Fortinet).
Het zou mooi zijn als deze portal gelinkt werd, zodat we alle producten van Fortinet hebben.
DMU insights
When sending a quote to your contact, it's also valuable to know if the quote has been forwarded to someone else. This information is crucial as it helps you identify ...
Under consideration
Keep toprow visible while scrolling
While scrolling through the quote, it would be beneficial to keep the row containing dashboard, products, opportunities, and quotes visible, along with the options ...
Under consideration
Distributor: add qwerty BV
https://www.qwerty.eu/nl
no name by viewed quote
If a customer doesn't have an account or isn't logged in when I send out a quote, I'm unable to see who has viewed it. Addressing this issue should be ...
Under consideration
Employer dashboard
In SB, you work with individual accounts, meaning as an employee, I would have my own dashboard featuring only my opportunities, quotes, etc. Currently, the summary ...
Under consideration
Add options to EXCLUDE in filters
To manage our products effectively we use filters to get the right results. In the product tab its currently only possible to INCLUDE a specific 'Vendor', ...
Under consideration
Invoeren van prijs in veld met een komma i.p.v. een punt
Het invullen of aanpassen van een prijs op een artikel moet nu altijd gedaan worden met een punt i.p.v. een komma zoals normaal NL formaat. Voorbeeld: Product kost € ...
Under consideration
Select the default Note Type for notes with attachments for signed orders
(Autotask) Please add the possibility to select from the available CRM Note Types for added notes to Autotask. Right now the note type is "Quick Note", while we have ...
Under consideration
Add accountnumber to export CSV quotes
Is it possible to add account number & shipment to export CSV?
Under consideration
Is there a variable available with the shipping method?
Hello, variable value with shipping method could be mentioned in confirmation to customer & quote owner to double check.
Under consideration
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, ...
Under consideration
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.
Planned
Aanpassen notities
Je kan bij bv. het declinen van een quote een notitie meegeven. Handig dat je deze notitie zelf kan aanpassen als ineens een quote toch doorgaat. Anders blijft deze ...
Under consideration
Automatic application of chosen quotation language in e-mail template
When we choose the English quote template when creating a quote, can Salesbuildr then also automatically choose the English e-mail template?
So that this is really ...
Under consideration
Free delivery from specific amount per customer
Het zou goed zijn, mocht het mogelijk zijn om per klant te kunnen ingeven wanneer er gratis levering is. Een vanaf-bedrag. Zo heeft klant 1 gratis transport vanaf € ...
Planned
Add 'Undo-button'
Sometimes when you make a change you're not happy with the outcome. Currently there is no way to make a change undone. This would be a very useful feature, ...
Under consideration
PRint qoute directly from Qoute editer (ctrl+p)
Automatic content select for print with ctrl+P
Under consideration
Bulk Edit option for quotes
A Bulk edit option to close multiple quotes at once so that the backend wont get polluted.
Not planned
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 ...
Under consideration
Widget right management?
We're considering building widgets with somewhat 'delicate' information, (resumes of technicians and experts) which only a few people should be allowed to edit and/or ...
Under consideration
Recipient can adjust quantities
Als je de huidige functie 'Recipient can adjust quantities' aanzet, geldt dit voor de gehele offerte. Graag zie ik deze functie uitgebreid worden voor categorieën op ...
Planned
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.
Planned
Hele widget als 'choice' kiezen
Op dit moment heb je single choice en multiple choice als optie op product niveau.
Wij zien graag dat de klant de optie heeft om direct een hele widget aan te ...
Under consideration
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 ...
Under consideration
Projecturen en Hardware apart inzichtelijk maken binnen Eenmalige omzet (in opportunity
We hebben drie omzetgroepen (Recurring, Hardware en Uren). Het zou mooi zijn om binnen opportunities deze informatie snel inzichtelijk te hebben. Dus bij welke ...
Under consideration
Weergave Opportunity Lijst "in default" oplopend op Kolom "Age"
Nu het mogelijkheid is om op/af-lopende selectie te maken op kolomen (in overzicht Opportunity) vanuit SB systemdefaults weer te geven op kolom "Age".
Nieuwste OPP ...
Under consideration
valuta setting quotes
Voor sommige klanten/offertes is het nodig om offertes in bv US dollar aan te maken.
Under consideration
Dropshipment en levering op kantoor in 1 offerte/order
Momenteel is het alleen mogelijk om aan te geven bij de quote dat een order geleverd moet worden bij de klant of bij de vestiging.
Echter, het komt vaak voor dat een ...
Under consideration
Add list view to Quote widgets + search function
The current view has tiles and no search function. An option to swith to a list view and adding a search bar will result in finding widgets faster.
Under consideration
Custom distributor description -> Autotask
Bij het aanklikken van een custom distributor, en het invullen bij de description, komt die informatie niet in autotask terecht. Als wij iets willen inkopen, buiten ...
Under consideration
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 ...
Not planned
Language option in storefront
"I would like to have the option to set the language of the storefront to Dutch in order to improve the customer experience. Currently, only English is possible."
Planned
add distributor multiple times
we have an account at copaco Be & NL, can only add one
Under consideration
Prevent quotes automatically being sent after manager approval
When a manager approves a quote, the quote automatically sends. It would be good that this is an option to enable/disable as sometimes it will be better to present ...
Under consideration
Additional Status within quotes - Waiting Manager Approval
When a quote has been sent to Manager for approval can the status be "Waiting Manager Approval" instead of "Waiting Approval". That way it will be easy to see who ...
Planned
Remove Share option when Manager Approval required
When approval rules require a manager to approve a quote, the quote share option needs to be removed.
This will prevent the quote from being seen by the customer ...
Under consideration
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 ...
Planned
Change order at QUOTE overview
Is it possible to change order in the QUOTE OVERVIEW. Now the first filter-method is "OWNER" and then followed by "CREATED BY". It would be more efficient to first ...
Under consideration