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
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 ...
Planned
Page numbers in generated PDF quote
Numbering of pages would be great, preferably in the format page 1 of 5.
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
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
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
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
Mobile version or app
A better Mobile version or an app to make quotes on the road.
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 ...
Under consideration
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
A forward and backward button
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.
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
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 ...
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
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 ...
Not planned
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
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.
Under consideration
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
Automatically un-list unavailable products
It would be great if Salesbuildr can automatically un-list unavailable products.
Planned
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
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 ...
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.
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
Special bids via API instead of manual import
The ability to pull in special bid data via the API of the distri.
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 ...
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.
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
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
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
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
Hidden field
Graag zie ik een functie als 'hidden field' waarin er opmerkingen geplaatst kunnen worden die intern wel zichtbaar zijn, maar niet voor de klant. Soms gebruiken we ...
Under consideration
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 ...
Under consideration
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 ...
Planned
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 ...
Under consideration
Verkoopprijzen in bundel op inactief zetten.
Van de onderliggende producten is het alleen mogelijk om de verkoopprijs niet te tonen om deze services alleen een cost te geven. Dit gaat voor ons niet werken omdat ...
Planned
Accountmanager standaard meenemen in de CC
Accountmanager standaard meenemen in de CC als de offerte door de binnendienst verstuurd wordt.
Under consideration
Option to bulk change markup for all items on a quote
I would like to change the markup for all items in a quote category section
Under consideration
Adjust price of service bundle
The possibility to change the price of a service bundle. Discount because a lot of different services instead of just counting the services.
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
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
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
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
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
Add the ability to merge multiple quotes into a new quote.
Add the ability to merge multiple quotes into a new quote.
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
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