+
+

Related Products

  • P3Source
    16 Ratings
    Visit Website
  • Buildxact
    264 Ratings
    Visit Website
  • DrayMaster
    1 Rating
    Visit Website
  • WEX Field Service Management
    67 Ratings
    Visit Website
  • Pylon
    33 Ratings
    Visit Website
  • Act!
    555 Ratings
    Visit Website
  • AuctionMethod
    43 Ratings
    Visit Website
  • Moovs
    36 Ratings
    Visit Website
  • Odoo
    1,729 Ratings
    Visit Website
  • Global Shop Solutions
    77 Ratings
    Visit Website

About

Add discounts and taxes per line item and/or add to overall pricing directly while preparing quotes. Configure and group together frequently used products and services with custom fields. Send quotes online for acceptance by your customers and publish changes to it. Save reusable material in the content library and prepare quotes even faster than before. Discuss with your customer while they review quotes online and handle every objection live. Manage unique combinations of products and services in the catalog that deliver exactly what your buyers need. Generate best combination that solve customers' problem from the catalog directly while creating quotes. Send documents to your customers with an online viewer and get real-time notifications of views and comments. Define token placeholders for customer details in your templates and quickly replace them before sending.

About

Salesbuildr is a cloud-based sales platform for managed service providers (MSPs) that combines distributor catalogs and pricing with quoting, proposals and pipeline management. Sales teams can build quotes from synchronized product catalogs, apply pricing and approval rules, and send branded online proposals with customer choices and electronic signatures. Accepted quotes can sync with Autotask, ConnectWise Manage or HaloPSA, while HubSpot supports CRM synchronization. Other capabilities include recurring contracts, leasing calculations, multi-currency quoting, localized proposal content, prospecting, whitespace analysis to identify service gaps across customer accounts, and a branded storefront for self-service ordering. A public REST API and webhooks support custom integrations. Salesbuildr is designed for MSP sales teams managing distributor-sourced products and services, recurring agreements and customer opportunities.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Quoting solution for businesses looking to automate their RFQ gathering and quote generating workflow

Audience

Managed service providers (MSPs), IT resellers, VARs and their sales teams

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version Supported
Free Trial Supported

Pricing

$329/month
Standard is $329/month with a 12-month minimum term and includes 3 users and up to 6 distributor integrations. Additional users are $65/month each. A one-time $1,099 onboarding fee applies. API access is included with the Premium plan.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

QuoteBee.io
Founded: 2017
India
quotebee.io

Company Information

Salesbuildr
Founded: 2021
Netherlands
www.salesbuildr.com

Alternatives

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise
VistaQuote

VistaQuote

Ambry Hill Technologies
Quoter

Quoter

Quoter Software
DoneQuote

DoneQuote

Overlab Holding B.V.

Categories

Quoting Supported
RFQ Supported

Categories

Quoting Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Not Supported
Contact Management Not Supported
Customer Accounts Not Supported
Customizable Branding Not Supported
Discount Management Supported
Forms Creation Not Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Not Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Supported
RFP Management Not Supported
Task Management Not Supported
Templates Supported
Version Control Supported

Integrations

Autotask PSA Not Supported
HaloPSA Not Supported
HubSpot CRM Not Supported
Pax8 Not Supported

Integrations

Autotask PSA Supported
HaloPSA Supported
HubSpot CRM Supported
Pax8 Supported
Claim QuoteBee.io and update features and information
Claim QuoteBee.io and update features and information
Claim Salesbuildr and update features and information
Claim Salesbuildr and update features and information