Help Center

Improved

Fixed

salesbuildr

To Do

In Progress

Done

Closed

Peer testing

Documentation

High Priority

Low Priority

[CMP]_Product

[CMP]_Procurement

[CMP]_Ticket

[CMP]_Quotes

Feature-requests

[CMP]_Payments

[CMP]_Company

[CMP]_Widget

[CMP]_Categories

[CMP]_Templates

[CMP]_Distributor

[CMP]_API

[CMP]_Whitespace

[CMP]_Opportunities

[CMP]_Pricing

[CMP]_UI

[CMP]_Bundle

[CMP]_Email

[CMP]_Notification

[CMP]_SalesTaX

[CMP]_Contracts

[CMP]_Storefront

[CMP]_PricingBook

[CMP]_Halo

[CMP]_Autotask

[CMP]_Contact

[CMP]_ConnectWise

Variable

[CMP]_Marketplace

Audit

[CMP]_Dashboard

[CMP]_UserManagement

KPN/RoutIT

Integrations

[CMP]_Discount

Backlog

Next up

Main Roadmap

Tasks for improving customer support.

Customer Support

Hey {name|there}! 👋

Build complex quotes and proposals through Salesbuildr's custom templates but then also have the ability to display them through the portal with CloudRadial’s Client Services Automation integration.Salesbuildr would also appear on the CloudRadial integration page here:-<a href="https://www.cloudradial.com/integrations" rel="noopener noreferrer" target="_blank">https://www.cloudradial.com/integrations</a>

Cloud Radial Integration

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Salesbuildr

Cloud Radial Integration

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