Our customers made these suggestions for improving Salesbuildr. Suggestions for improving Salesbuildr.

Alert when product internal stock is lower then also available for sub magazijnen/stock such as Customer stock/DaaS stock. Not only general internal stock. And ...

There's no easy way to know whether or not a widget has already been translated to 1 or 2 different languages. Not only is this easier maintain your widget database ...

It would be great if the audit log could be expanded with prices: - Current price of a product when added - Changes to a product or services price So that when ...

The possibility to change the price of a service bundle. Discount because a lot of different services instead of just counting the services.

When exporting our quotes as PDF, the background image on the cover page has a drop-shadow, creating a dark frame around the entire page... This is the uploaded ...

We plan on creating many widgets; but managing/finding a widget in one giant list is difficult. I'd like to add my own labels like: "case study" / "Apple" / ...

Integrate the Promised Fulfillment Date field from autotask in Salesbuildr opportunities

When setting up discount groups it could be usefull to copy an existing discount group for some some cases with specific discounts for other companies. Now it's ...

At the moment when importing an opportunity, SB is generating an error when the Company doesn't exist in SB. After synchronizing the company and again importing the ...

Is het mogelijk om de alerts van Autotask bij een klant weer te geven bij Salesbuildr? Hierdoor zijn de speciale (prijs) afspraken eenvoudig in te zien.

Als MSP een Opportunity op "lost" zet, Salesbuilder automatisch de Quote óók op status "Lost/Decline" laten zetten. Dit in één eenvoudige simpele handeling, zonder op ...

When creating a quote for a specific customer, I want to be able to display a note with customer specific requirements to the sales person is aware of what to do.

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 ...

Can the Unlist Inactive option also be made available with the "Import All Mapped Products and Services" option What I want is that with 1 push of a button you can ...

Being able to filter based on user type, roles, or company. Managing users is difficult. The overview is cluttered with customers attempting to log in, when this is ...

It would be nice if you could also manage quote settings in a Quote template. So that you can save certain settings in a Quote template by default. So that you can ...

Hi, would be nice if you can display the name of the person who made a quote, and the department/region he/her works in while browsing through the approved/waiting ...

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 ...

It would be nice if you can change the message inside the quote in case of retracting the quote, instead of changing the the whole template.

When filtering products in the store I want to be able to filter using a slider. For example cable lengths: instead of having a long selection list I want to have a ...

Expand the quote localizations with a translation of the product categories. This will help us because we don't have to translate the product categories by hand per ...

An automated back-up feature. (daily, weekly, monthly) Now I have a calendar item to do this manually every week. It would be cool if this could be automated. ;)

Sometimes you are creating a product en forget to make a new category.

instead of the need for setting it under a quote template, then the option to edit then under admin and even if a new quote is created then it uses the standard from ...