Suggestions for improving Salesbuildr.

Please add your feature requests using the "Add suggestion" button.

Pricecheck (like pricewatch from Tweakers)

Would be great to get a warning if there is a XX% cheaper option for a product at another supplieer (like Coolblue, Bol etc..).
Suggested by: Xander (23 Jun, '22) Upvoted: 05 May Comments: 1
Under consideration

Meerdere opties maken bij prijzen in voorstel, dus optie 1 of 2.

Wij gebruiken salesbuildr ook om uitgebreidere voorstellen te maken. Het komt wel eens voor dat je 2 opties in de offerte wil maken. Optie a met kosten 1234. en optie ...
Suggested by: Evert Zondag (13 Apr, '23) Upvoted: 2 days ago Comments: 0
Planned

Page numbers in generated PDF quote

Numbering of pages would be great, preferably in the format page 1 of 5.
Suggested by: J-P (25 May, '22) Upvoted: 12 Jun Comments: 0
Planned

Quote: Make it clear when a quote is processed and closed in Autotask

When you open a quote in Salesbuildr, you can't see if it's already processed. Make it visually clear when a quote is processed and closed in Autotask
Suggested by: Victor Raessen (20 Apr, '23) Upvoted: 23 Feb Comments: 3
Planned

Add the ability to move line items on won quotes to tickets and contracts

We would like to have the ability to move line items on won quotes to tickets and (multiple) contracts, with the option to create new contract or update existing ...
Suggested by: Victor Raessen (08 Mar, '22) Upvoted: 13 Jun Comments: 0
Under consideration

A forward and backward button

I would like a forward and backward/rewind button. Sometimes I accidentally delete something from a quote, with a button like this the workflow would increase big time.
Suggested by: Bob (11 Oct, '23) Upvoted: 2 days ago Comments: 1
Under consideration UX

Quote status zelf veranderen

Quote "Draft" kunnen veranderen in Declined of een nieuwe status: Afgehandeld of Ander product of Wachten of Volgende maand. Eigenlijk zelf een status kunnen ...
Suggested by: Edwin Delis (08 Jul, '22) Upvoted: 29 May Comments: 1
Not planned

Exclusive Networks (Fortinet)

Sinds kort is er een Exclusive Network portal (Fortinet). Het zou mooi zijn als deze portal gelinkt werd, zodat we alle producten van Fortinet hebben.
Suggested by: Patrick Schoonderbeek (20 Mar) Upvoted: 2 days ago Comments: 0
Under consideration Distributors

Mobile version or app

A better Mobile version or an app to make quotes on the road.
Suggested by: Max (09 Nov, '23) Upvoted: 04 Jun Comments: 0
Under consideration UX

Add a document as an attachment without uploading a local copy

Currently, I can add an attachment as a link or upload it as an attachment. Our pre-sales place a document in our CRM environment. This then ends up in an Shareepoint ...
Suggested by: Inge Van Beers (26 Jun, '23) Upvoted: 31 May Comments: 0
Under consideration

Make profile picture a dynamic field

I want to be able to use a dynamic field to be able to insert a different profile picture based on the logged in user.
Suggested by: Eric Knops (09 Jan, '23) Upvoted: 21 May Comments: 0
Planned

Set language at customer level with linked email templates for each language

The External quote notifications are now only fixed in 1 language. We can define quotation templates in a different language but it would be very nice if we could set ...
Suggested by: Coen (23 Oct, '22) Upvoted: 08 Jun Comments: 0
Planned

Salesmanagement dashboard / Salesfunnel

I would like to have a dashboard which displays the quotes in different statusses (suspect, prospect, quote, won, lost) with a filter per customer, accountmanager etc
Suggested by: Thijmen Bosman (02 Apr) Upvoted: 14 May Comments: 0
Planned

Outlook Add-On of URL

Een optie om een add-on (of URL) toe te voegen binnen je huidige mails in outlook. Zo kun je de mail met je offerte vanuit je eigen mailbox versturen en is deze ...
Suggested by: Max (19 Jan) Upvoted: 14 May Comments: 0
Under consideration

Offerte en e-mailtemplate in verschillende talen

Op dit moment staan onze offertes en e-mailtemplates in het NL, maar we zien ook nood aan een Engelstalige offerte. Is er de mogelijkheid om ook de e-mailtemplates in ...
Suggested by: Jens Vandenbroecke (30 Mar, '23) Upvoted: 28 May Comments: 0
Under consideration UX

Send multiple quotes of the same opportunity in one batch

When Quotes are under one opportunity a feature to send them all in once would be handy. This way the customer isn't spammed with e-mails.
Suggested by: Max (11 Oct, '23) Upvoted: 14 May Comments: 0
Under consideration

html functionality in TinyMCE plugin & extra functionalities

The wysywig plugin (tinyMCE) used when creating templates is great, but is it also possible to get the 'view source' feature enabled on it? When creating templates ...
Suggested by: Eric Knops (02 Dec, '22) Upvoted: 23 Feb Comments: 0
Under consideration

Project Proposal selection when creating quotes by internal resources

We use Project Proposals when we create Quotes in Autotask. If a Project proposal is created, then presales can also log their time and we'll have a better view on ...
Suggested by: Eric Knops (27 Oct, '22) Upvoted: 13 Jun Comments: 1
Not planned

Accountmanager standaard meenemen in de CC

Accountmanager standaard meenemen in de CC als de offerte door de binnendienst verstuurd wordt.
Suggested by: Astrid (16 Aug, '23) Upvoted: 2 days ago Comments: 0
Under consideration

Be able to click on a phone number

The addition of a clickable (tel:076...) phone number for a contact person would be highly desirable, so that you can quickly switch (call) with the person, just like ...
Suggested by: Frank de Ruyter (23 Mar, '23) Upvoted: 24 Mar, '23 Comments: 0
Planned

Prevent quotes automatically being sent after manager approval

When a manager approves a quote, the quote automatically sends. It would be good that this is an option to enable/disable as sometimes it will be better to present ...
Suggested by: Nick Bennett (10 Nov, '23) Upvoted: 18 Apr Comments: 0
Under consideration

Total discount based on an absolute amount.

At the moment, it is possible to give a total discount on a quote in the form of a percentage discount. We would like to have the ability to specify an absolute ...
Suggested by: Remco (14 Oct, '22) Upvoted: 05 Jun, '23 Comments: 0
Planned

UDF available in the oppertunities in sales builder

Use UDF available in AT also available in the oppertunities in sales builder
Suggested by: Rob Zwezereijn (27 May, '22) Upvoted: 30 Aug, '23 Comments: 0
Under consideration

Checklists functionality on Oppertunity's

Making checklists available within the opertunities so that nothing is forgotten. the checklists can differ per category opertunity.
Suggested by: Rob Zwezereijn (27 May, '22) Upvoted: 22 Apr Comments: 0
Under consideration

Automatically un-list unavailable products

It would be great if Salesbuildr can automatically un-list unavailable products.
Suggested by: Wouter (04 May, '22) Upvoted: 26 Oct, '22 Comments: 3
Planned

Maak ticket wanneer klant goedkeuring geeft

Wanneer een klant goedkeuring op een offerte geeft, graag ticket aanmaken dat er goedkeuring is. Nu komen de goedkeuringen in de individuele mailboxen van de makers ...
Suggested by: Richard (27 Nov, '23) Upvoted: 02 Apr Comments: 1
Not planned

Credit check

A (on going) credit check of (new) customers.
Suggested by: LW (21 Aug, '23) Upvoted: 22 Feb Comments: 1
Not planned

Multiple Signature fields

For now there's the option to sign a quote when approving. But it would be better if there's a box that can be placed in the quote or in the contract templates where ...
Suggested by: Eric Knops (07 Mar, '23) Upvoted: 12 Feb Comments: 1
Under consideration Quote

Email: let certain users send out from a default adress and others from themselves

We want our inside sales to send out from sales@.... but our outside sales to send emails from their own entity.
Suggested by: Ricardo (25 Mar) Upvoted: 12 Jun Comments: 0
Under consideration

Artikelhistorie per klant

Artikel historie is een artikellijst van producten die de klant bij ons heeft aangeschaft. Deze lijst is handig voor het inzien van eerder verkochte producten met hun ...
Suggested by: Linieus Panton (10 Nov, '23) Upvoted: 14 May Comments: 0
Planned

Discount in "%" ook mogelijk maken als "bedrag" (excl. BTW)

Op een quote is het mogelijk om (onderaan) een discount ingegeven o.b.v. "%". Het zou heel fijn zijn als het ook mogelijk zou zijn, om deze ik te kunnen geven als ...
Suggested by: Frank de Ruyter (26 Oct, '23) Upvoted: 14 May Comments: 0
Under consideration

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 ...
Suggested by: Erik Zwep (13 Sep, '23) Upvoted: 13 Jun Comments: 0
Under consideration

Heading with numbers

Please add the ability to use numbers for headers, like below. 1. Header one 1.1 Subheader one 1.2 Subheader 2
Suggested by: Walter (24 Aug, '23) Upvoted: 01 Feb Comments: 0
Under consideration Quote

Special bids via API instead of manual import

The ability to pull in special bid data via the API of the distri.
Suggested by: LW (13 Jul, '23) Upvoted: 01 Feb Comments: 0
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 ...
Suggested by: Eric Knops (22 Mar, '23) Upvoted: 13 Jun Comments: 0
Under consideration

I would like to see Previous quoted prices for the same article for a customer

Is it possible to make the previous selling price visible when making a new qoute for the customer with the same product(s), when adding them to a new quote.
Suggested by: Daan Begthel (08 Feb, '23) Upvoted: 14 May Comments: 0
Under consideration

Possibility to copy / paste "Logo / Product image" from one product to the other

When creating a new product you sometimes want to use an existing image from another product.
Suggested by: Xander (17 Aug, '22) Upvoted: 17 Oct, '23 Comments: 0
Under consideration UX

Retracting or editing an already approved quote

The ability to retract a quote that has been approved. We want to be able to make changes to the original quote instead of creating a complete new one.
Suggested by: LW (09 Aug, '22) Upvoted: 26 Jul, '23 Comments: 1
Not planned

Discount toevoegen

Wij missen de optie om kortingen automatisch door Salesbuildr (SB) te laten berekenen. Op dit moment moeten we handmatig het kortingspercentage berekenen, wat ...
Suggested by: Edwin R (23 May) Upvoted: 2 days ago Comments: 0
Under consideration

Voorstel is bekeken door

Wat ik nog steeds mis in Salesbuildr is de mogelijkheid om te zien wie het voorstel heeft bekeken als die persoon niet is ingelogd. Het lijkt mij een eenvoudige ...
Suggested by: Edwin R (23 May) Upvoted: 2 days ago Comments: 0
Under consideration

Notify when sending out quote without emailadress

In some cases the recieving contact doesn't have an email adress added in AutoTask. In this case, if I would send a quote to this contact, it would send it without a ...
Suggested by: Jordy Lynch (15 Apr) Upvoted: 13 May Comments: 0
Planned

transfer to project organisation

When a quote is won we create a ticket to transfer the sold solution to the project organisation. It would be nice to have a way to "transfer to project" in ...
Suggested by: Thijmen Bosman (02 Apr) Upvoted: 04 Apr Comments: 0
Under consideration

Hidden field

Graag zie ik een functie als 'hidden field' waarin er opmerkingen geplaatst kunnen worden die intern wel zichtbaar zijn, maar niet voor de klant. Soms gebruiken we ...
Suggested by: Daan (27 Oct, '23) Upvoted: 13 Mar Comments: 0
Under consideration

Different color WAITING APPROVAL status when waiting on internal approval

The yellow WAITING APPROVAL is the same for external and internal. Of course, we can filter by "Waiting your approval" but it would also be nice if that stands out ...
Suggested by: Coen (10 Oct, '23) Upvoted: 01 Feb Comments: 0
Planned

Verkoopprijzen in bundel op inactief zetten.

Van de onderliggende producten is het alleen mogelijk om de verkoopprijs niet te tonen om deze services alleen een cost te geven. Dit gaat voor ons niet werken omdat ...
Suggested by: Michel (30 Aug, '23) Upvoted: 12 Oct, '23 Comments: 0
Planned

Option to bulk change markup for all items on a quote

I would like to change the markup for all items in a quote category section
Suggested by: Victor Raessen (01 Aug, '23) Upvoted: 06 Sep, '23 Comments: 0
Under consideration

Adjust price of service bundle

The possibility to change the price of a service bundle. Discount because a lot of different services instead of just counting the services.
Suggested by: Barnabas Frijns (05 May, '23) Upvoted: 30 Aug, '23 Comments: 0
Under consideration

Gamefi Loyalty program

Adding a Gamefi Loyalty program for customers for buying products in salsebuildr webshop. You give a customer a target for a Q1, year or a product that they can win. ...
Suggested by: Linieus Panton (17 Apr, '23) Upvoted: 25 Apr, '23 Comments: 0
Under consideration

Add 'Order at other distributor based on minimum price difference' cfr 'distributor is % lower'

Now it's only possible to order items at other distributors if a certain percentage is entered within 'Distributors' - 'If price from other distributor is % lower, ...
Suggested by: Eric Knops (28 Oct, '22) Upvoted: 06 Sep, '23 Comments: 0
Under consideration

Create product category of met zoekfunctie of alfabetisch

Maak in het scherm waar je producten toevoegd of het category selecteer ding op alfabetische volgorde of zoeken terwijl je typed.
Suggested by: Wouter (19 Apr, '22) Upvoted: 07 Nov, '22 Comments: 0
Under consideration