Starter

Best for smaller organisations with one or two sales people that send around 25 proposals on a monthly basis. Includes 2 users, 2 connected distributors and up to 500 active product in your sales portfolio.

  • Create and manage companies and contacts and syncronise to your PSA
  • Organise everything you sell into smart categories with the portfolio editor
  • Create and manage a pipeline with sales opportunities, synced with your PSA
  • Drag and drop proposal editor that automatically syncs to opportuinties and qoutes your PSA
  • Import and syncronise products, services and labour from your PSA
  • Import and enrich products and services from connected suppliers
  • Create and manage smart templates that can be configured with proposal settings
  • Customisable order confirmation pages to manage post sales expectations and provide next step CTA
  • Set business rules for access, payment terms and customer specific templates
  • Create landing pages to highlight solutions and showcase products and services 

 

Select starter

Advanced

Best for medium-sized organisations that send between 50-100 proposals on a monthly basis with a large number of suppliers.

  • Everything in Starter but with 6 distributors and 2500 active product
  • Use your own domain instead of salesbuildr.com.
  • Automate upsell using mandatory and optional add-ons on product categories.
  • Simplify selling and billing by combining products, services and labour into bundles
  • Coming Q2: Pax8 Integration (connect and import services from portfolio, insight into contracts)
  • Optional: Self Service Storefront - Provide customers with a frictionless self-service purchasing experience.
Select Advanced

Premium

Best for larger-sized organisations that send more than 100 proposals on a monthly basis and frequently work with special bids.

  • Everything in Advanced but with 10 distributors and 5000 active products.
  • Synchronize your inventory.
  • Import wizards for special bids, project calculations, pricing books, renewals and price lists
  • Create customer-specific pricing books to ensure applying the correct pricing for outgoing proposals
  • Advanced internal and external approval workflows.
  • Define roles and permissions for team members.
  • Monitor portfolio changes through audit logs.
  • Integration with KPN RoutIT (Netherlands).
  • Optional: Self Service Storefront - Provide customers with a frictionless self-service purchasing experience.
  • API Access.
  • Dedicated Success Manager.
Select Premium
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