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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Managing quotes and contracts has never been simpler. You can now electronically sign documents and accept payments without delay. Generate a professional quote or contract with just a single click. Dispatch a document for electronic signatures and receive payments from your clients immediately. Monitor, oversee, and gain valuable insights into your business operations. Our productivity tools are designed to assist you in managing your tasks effectively. With just a quick look, you can determine if your customer has viewed, signed, approved, or declined any document. We offer a concise overview of your daily tasks, allowing you to concentrate on enhancing customer satisfaction. Thanks to our seamless integration with Stripe, collecting payments for your freelance or small business is possible from any location globally. Our application provides a streamlined method for sending payment requests to clients. You can keep track of outstanding balances, issue requests, and gather payments all within a single, cohesive platform, enhancing your overall efficiency. This approach not only simplifies your financial management but also contributes to a more organized workflow.

Description

Salesbuildr is a cloud-based sales solution tailored for managed service providers (MSPs), merging distributor catalogs and pricing with features for quoting, proposals, and pipeline oversight. Sales representatives can effortlessly create quotes from synchronized product catalogs, implement pricing and approval guidelines, and dispatch branded online proposals that include customer selections and electronic signatures. When quotes are approved, they can seamlessly sync with platforms such as Autotask, ConnectWise Manage, or HaloPSA, while also offering CRM integration with HubSpot. Additional features encompass recurring contracts, leasing calculations, multi-currency quoting, and localized proposal content, along with tools for prospecting and whitespace analysis to pinpoint service gaps within customer portfolios. Furthermore, a branded storefront enables self-service ordering, enhancing user experience. The platform also includes a public REST API and webhooks, facilitating custom integrations for various business needs. Salesbuildr is specifically crafted to support MSP sales teams in effectively managing distributor-sourced products and services, in addition to handling recurring agreements and tracking customer opportunities efficiently.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

Autotask PSA No 
HaloPSA No 
HubSpot CRM No 
Microsoft Outlook Yes 
Pax8 No 
Stripe Yes 

Integrations

Autotask PSA Yes 
HaloPSA Yes 
HubSpot CRM Yes 
Microsoft Outlook No 
Pax8 Yes 
Stripe No 

Pricing Details

$29 per month
Free Trial No 
Free Version Yes 

Pricing Details

$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 Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Mosspaper

Founded

2014

Country

United States

Website

www.mosspaper.com

Vendor Details

Company Name

Salesbuildr

Founded

2021

Country

Netherlands

Website

www.salesbuildr.com

Product Features

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management No 
Product Configurator Yes 
Proposal Management Yes 

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

Quoting

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

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