HomeBetter Autotask quoting with Salesbuildr
Published Mar 01,2022

Better Autotask quoting with Salesbuildr

Salesbuildr is an all-in-one sales and support platform for Managed Service Providers on Autotask. It enables you to give your customers high-converting quotes, a self-service storefront and always-on customer support.

Introduction to Salesbuildr

Salesbuildr is an all-in-one sales and support platform for Managed Service Providers on Autotask. It enables you to give your customers high-converting quotes, a self-service storefront and always-on customer support.

Without Salesbuildr

With Salesbuildr

Hours spent manually creating one off PDF quotes

Generate beautiful, lightning-fast interactive quotes in minutes

Communications are done using phone or email using outdated PDFs

Publish your own fully customisable and interactive store front

React to recurring questions and concerns on quotes, orders and issues

Provide a self service experience that answers 80% of requests

Lose track of what you sell, what's in stock and the status of line items in outstanding quotes

Complete, simple and automated product information management.

Lots of time spent creating quotes for items with a low order value and thin margins

Enable customers to self service order standardised bundles from your store front

Navigate multiple distributor portals and availability on a daily basis to keep track of product availability and costs

Keep track of inventory for a wide range of distributors, all in one place and always up to date

High converting, instant quotes in less time

Instantly build powerful, dynamic quotes with our drag and drop editor, without pasting images or searching for specs and availability on multiple distributor platforms.

  • Lightning fast, powerful quotes that get deals signed

  • Quickly bundle hardware, software and service offerings

  • Add attachments like SLAs & T&Cs, images and video

Grow revenue with your own storefront

Customers increasingly expect to be able to self-service when placing small or repeat orders. Now they can. Create a modern storefront for them to search, shop, order and track delivery.

  • Let your customer login with their existing Microsoft or Google account

  • Self-service sales with a beautiful storefront including support for customer reviews

  • Complete order and fulfilment tracking

  • Easily manage your portfolio and push changes to your PSA

  • Connected to your existing distributors

Reduce admin, spend time where it matters

Less manual lookups, searching email, and tracking down documents for your team. Your Salesbuildr portal serves over 80% of your customers' needs, leaving your team with more time to offer premium support and guidance.

  • Give customers one-click access to quotes, assets, orders, issue tracking, and documentation

  • Reduce support queries by 80% with self service

  • When customers do need help, you’re just a click away

  • Quick and easy access to customer insights

Learn more here.