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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 Quotient?

Quotient stands out as an intuitive and sophisticated online platform specifically crafted for the generation and management of quotes, enabling users to easily create, send, and monitor their quotes. This application is fully compatible with Mac, iPhone/iPad, and Windows systems, providing a secure environment for all users. Among its robust features are acceptance confirmation emails, customizable quote templates, internal private notes, and the convenience of one-click online acceptance, which collectively streamline the quoting process considerably. Furthermore, Quotient offers seamless integration with a variety of applications, such as Xero, Zapier, Insightly, QuickBooks Online, Capsule, MailChimp, and Highrise, thereby amplifying its capabilities and adaptability. Consequently, businesses can enhance their operational efficiency and foster better communication with clients through this all-encompassing solution. In today’s fast-paced business landscape, having such a tool can significantly reduce the time spent on quoting, allowing teams to focus on other critical tasks.

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Integrations Supported

Autotask PSA
HaloPSA
HubSpot CRM
Pax8

Integrations Supported

Bookkeeper360
Capsule
Easyflow
Insightly
Integrately
KonnectzIT
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Raklet
Stackreaction
Unata
Xero
Zapier
servis.ai

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

$20.00/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Salesbuildr

Date Founded

2021

Company Location

Netherlands

Company Website

www.salesbuildr.com

Company Facts

Organization Name

Quotient

Date Founded

2012

Company Location

New Zealand

Company Website

quotientapp.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

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customizable Branding
Discount Management
Pricing Management
Proposal Management

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