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What is Salesbuildr?

Salesbuildr is a cloud-based sales platform specifically designed for managed service providers (MSPs), which combines distributor catalogs and pricing with tools for creating quotes, proposals, and managing sales pipelines. Sales teams can easily generate quotes using synchronized product catalogs, establish pricing and approval processes, and send out customized online proposals that feature client selections and digital signatures. Once quotes receive approval, they can automatically sync with systems like Autotask, ConnectWise Manage, or HaloPSA, and also support CRM integration with HubSpot. The platform offers additional capabilities such as recurring contracts, leasing calculations, multi-currency quoting, and localized proposal content, alongside features for prospecting and whitespace analysis to identify service gaps in client portfolios. A unique branded storefront is also available for self-service ordering, significantly improving the user experience. Moreover, the inclusion of a public REST API and webhooks allows for tailored integrations to meet diverse business requirements. Overall, Salesbuildr is meticulously designed to empower MSP sales teams to efficiently manage products and services sourced from distributors, while also effectively handling ongoing agreements and tracking customer opportunities to drive growth. This comprehensive approach ensures that sales representatives have all the necessary tools to succeed in a competitive marketplace.

What is Cotizaciones al Instante?

Cotizaciones al Instante is an online tool tailored for freelancers, tradespeople, and small enterprises in Mexico, enabling them to easily generate professional price quotes in Spanish. The system permits users to enter a variety of details, including information about their business and clients, descriptions of products or services, quantities, unit prices, discounts, and relevant taxes, which culminates in a PDF proposal that can be shared seamlessly via WhatsApp. Free plan users can create up to three quotes monthly, while those who opt for the Pro subscription at MXN 99 per month can enjoy unlimited quote generation, along with additional features such as personalized business branding, the inclusion of product images, and comprehensive quote history management, including options for duplicating previous quotes. This application is accessible through web browsers on both mobile devices and desktops, enhancing its usability for individuals who are frequently on the move. It is crucial to understand that the quotes produced are deemed commercial proposals and are not valid as Mexican CFDI tax invoices. Ultimately, Cotizaciones al Instante simplifies the quoting workflow, empowering small businesses to effectively showcase their offerings to prospective clients, thereby enhancing their competitive edge in the marketplace.

Media

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Media

No images available

Integrations Supported

Autotask PSA
HaloPSA
HubSpot CRM
Pax8

Integrations Supported

WhatsApp

API Availability

Has API

API Availability

Pricing Information

$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.

Pricing Information

MXN 0/month
The free plan includes up to 3 quotes per month. Pro is MXN 99 per month and includes unlimited quotes, business logos, product photos, brand colors, a reusable business profile, quote history, and quote duplication.
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Not specified

Company Facts

Organization Name

Salesbuildr

Date Founded

2021

Company Location

Netherlands

Company Website

www.salesbuildr.com

Company Facts

Organization Name

Cotizaciones al Instante

Company Location

Mexico

Company Website

www.cotizacionesalinstante.com

Categories and Features

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Revision Management
Templates
Version Control

Quoting

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

Categories and Features

Quoting

Not specified

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