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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

Backlog

Next up

Main Roadmap

Procurement

Hey {name|there}! 👋

I want to be able to import existing quotes from Halo PSA into Salesbuildr. This is important because I have extensive quotes already built in Halo that I need to bring over without manually re-creating them line-by-line.

Import quotes from Halo PSA

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Salesbuildr

Import quotes from Halo PSA

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