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Distributor price updates should reach services in the PSA, like they already do for products (KPN/RoutIT, Pax8 etc.)

Feature Request[CMP]_Pricing

Products in Salesbuildr already pick up price changes from the distributor feed and pass them on. Services don't.

When a distributor — KPN, RoutIT, Pax8, Ingram Micro — changes pricing, for example a yearly indexation, the new cost and price land in Salesbuildr but the service in the PSA keeps the old amount. It has to be retyped by hand there, and until someone does, quotes go out at last year's prices.

The ask: let a distributor price change update the linked service in the PSA too. The exact feed amounts rather than a percentage, with a screen to approve the changes in bulk before anything is written. A setting you switch on yourself, off by default, since some MSPs set their own sell price and don't want it overwritten. Existing contracts keep their agreed prices.

For Autotask, ConnectWise and Halo alike.

Status: To Do2 comments

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Comments2

  • Maroon Quesadilla

    •

    Aug 11

    For Autotask atleast and users of Pax8, the pricing syncs to the AT contracts if you use their Autosync function.

    But yes the services need to be updated also, without affecting the existing services on contracts.

    Seems the REST API specifically defines ‘Services’ and ‘ContractServices’ entities, so should be a matter of simply piping into Services only. Not sure if other systems like ConnectWise/Halo etc or SB uses ContractServices for any sync/update functions though.

  • Wiebe Dijkman

    Team•

    Aug 10

    Quick update on this request. We're in the discovery phase and actively investigating how we can make this possible, it's come up from several of you now, so it's firmly on our radar.

    No date to share yet, but we'll post updates here as we go and you'll get an email whenever the status changes.