How can we help you?

Help Center

Improved

Fixed

salesbuildr

To Do

In Progress

Done

Closed

Final testing

Awaiting release

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

custom form

Backlog

Next up

Main Roadmap

Procurement

Distributors

Hey {name|there}! 👋

I would like Salesbuildr to support a bulk export feature for signed quote PDFs. At the moment, signed PDFs are only uploaded to the connected PSA system (such as Autotask), and there is no way for me to export them in bulk directly from Salesbuildr. I need the ability to download all signed quote PDFs at once so I can store them in SharePoint or another external location of my choice, outside of both Salesbuildr and my PSA system.Consolidated into: <a href="https://do.featurebase.app/p/export-option-for-opotuinities-section">Export option for opotuinities section</a>

Feature Request – Bulk Export of Signed Quote PDFs from SalesBuildr

hidden