Our customers made these suggestions for improving Salesbuildr. Suggestions for improving Salesbuildr.
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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
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
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
WYSIWYG editor in the style of de Presentation Mode (A4 format)
When you edit a proposal / template, it's not possible to see what the proposal looks like in pdf (A4 format). In the editor you can't see where the end of the page ...
Planned
Spellingcontrole toevoegen
Bestaat de mogelijkheid dat er bij de velden waar vrije tekst ingevoerd kan worden de mogelijkheid tot een spellingscontrole? Nu kopieer ik lappen tekst over in Word ...
Not planned
Add note to draft
Add the option to add a note to he quote in draft. At the moment that's only possible after sending.
Not 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
Ranking on price level in marketplace
If user is in marketplace & looking for a new product then could it be good to have possibility to rank on price level.
Under consideration
Optimizing widgets overview for non-admins
It would be nice -when a sales is creating a quote and wants to add a widget- that he has:
1) a button that shows the list of all widgets in a new tab, just like ...
Planned
Locatie naam toevoegen adressen
Locatie naam kunnen kunnen aanpassen in plaats van de volgende omschrijving delivery adress #1
Planned
Mogelijkheid om aantal decimalen te bepalen per categorie of per item
Voor sommige artikelen is het nodig een aankoopprijs en verkoopprijs in te stellen met 4 decimalen.
Under consideration
Toevoegen bestelbon door klant
Klant kan online de quote goedkeuren en PO nummer meegeven, maar het zou mooi zijn als hij daar ook een bijlage kan toevoegen met de effectieve bestelbon.
Planned
First time view botifications and Azure Spam filters of add IP adresses to ignore first-time view
Problem:
MS365 Spam filter what i active on my inbox do check the link, SB see's this as first time view.
It is impossible to add all IP adresses of all ...
Planned
Marge Category Store
Om een super lange lijst van categorieën in de store te krijgen vanwege verschillende merken en producten. Weet niet of het mogelijk is, maar is het geen idee om de ...
Under consideration
Change stock/inventory from Salesbuildr
It would be nice to change the stock for specific products from Salesbuildr, which will automatically synchronize with Autotask (if users has the right permissions). ...
Under consideration
Decimalen mogelijk maken bij aantal
Voor diensten werken we met dagtarieven. Het zou dan best mogelijk zijn dat we in een offerte 0.5 of 1.5 dag aanbieden. Dit is op dit moment nog niet mogelijk
Under consideration
extra status quotes
Kunnen we een extra status bij quotes voorzien, zodat onze sales een overzicht hebben welke quotes verwerkt worden/in bestelling gezet zijn?
Under consideration
Special bids via API instead of manual import
The ability to pull in special bid data via the API of the distri.
Under consideration
Users with only rights for reports
I would like to have a user security setting that only allows them to get reports from Salesbuildr, like sales management or board of directors who you don't want to ...
Under consideration
Add text from quote mail as Opportunity note
For now, if I'm not wrong, the only update in the original Opportunity in Autotask after sending the quote from within SalesBuildr is the opportunity stage.
Is it ...
Planned
UDF field(s) that sync with the corresponding opportunity UDF field(s)
UDF field(s) that sync with the corresponding UDF field(s) in the autotask opportunity.
For example we want an UDF field to register the estimated hours for a ...
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
Alert when product internal stock synch with AutoTask and sub magazijn/stock/Customer stock alert
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 ...
Under consideration
Toggle Language in a single widget
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 ...
Under consideration
Expanding audit log with prices
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 ...
Under consideration
Promised Fulfillment Date in Salesbuildr opportunities
Integrate the Promised Fulfillment Date field from autotask in Salesbuildr opportunities
Under consideration
Option to copy discount groups
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 ...
Planned
Customer alerts/notes
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.
Under consideration
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 ...
Under consideration
Display User and region/repartment on quote dashboard
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 ...
Under consideration
Adjust message when retracting a quote
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.
Under consideration
Use slider as filter for numeric specs
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 ...
Under consideration
Product category localizations on quotes
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 ...
Under consideration
Automatic back-up under Maintenance > generate new backup
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. ;)
Planned
Labels on quote can we set in admin
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 ...
Planned