Related Products
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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.
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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.
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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
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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
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Audience
Quoting solution for businesses looking to automate their RFQ gathering and quote generating workflow
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Audience
Managed service providers (MSPs), IT resellers, VARs and their sales teams
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Supported
Free Trial
Supported
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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
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationQuoteBee.io
Founded: 2017
India
quotebee.io
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Company InformationSalesbuildr
Founded: 2021
Netherlands
www.salesbuildr.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
Autotask PSA
Not Supported
HaloPSA
Not Supported
HubSpot CRM
Not Supported
Pax8
Not Supported
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Integrations
Autotask PSA
Supported
HaloPSA
Supported
HubSpot CRM
Supported
Pax8
Supported
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