Salesbuildr is a cloud-based quoting and proposal platform for managed service providers with integration to Autotask, ConnectWise and HaloPSA. Pricing is determined through a sales conversation; a 30-day free trial is available.
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Salesbuildr is a quoting and proposal platform from a Netherlands vendor for managed service providers wanting to streamline their sales operations. The platform generates professional proposals in under five minutes, handles e-signatures, and integrates with the major PSA systems used by MSPs, including Autotask, ConnectWise and HaloPSA. Salesbuildr connects to live pricing from over 50 technology distributors including Pax8, Ingram Micro and Tech Data, allowing MSPs to build quotes with current distributor costs automatically calculated rather than manually entered. The platform includes proposal templates with drag-and-drop customization, approval workflows, pipeline management with automated follow-up sequences, and sales performance dashboards tracking conversion rates and revenue forecasting. The platform also offers a whitespace-selling module for identifying upsell opportunities within existing customer accounts.
Salesbuildr is priced by subscription tier rather than per user or technician; specific pricing is not published and requires a sales conversation. The three published tiers are Standard for basic quoting, Advanced adding revenue discovery features, and Premium adding full automation and a dedicated success manager. All plans include a 30-day money-back guarantee and a free trial period, allowing MSPs to test the platform before purchase. Founded in 2019 and based in Amsterdam, Netherlands, Salesbuildr serves over 1,000 managed service providers globally and has generated more than 50 million proposals. The platform operates as a cloud-based web application and mobile app with no on-premises option. MSPs should confirm their specific PSA platform is included in the current integration list before committing, and evaluate the trial to confirm the template customization and approval workflows match their pricing approval process. Reported time savings include 75 percent faster proposal creation and 45 or more hours saved per month per user.
Salesbuildr suits MSPs who want to reduce time spent creating and approving quotes, particularly those with complex distributor pricing or multi-customer environments where whitespace selling matters. Direct PSA integration with major platforms means less manual data entry than standalone quoting tools. Since pricing is quote-only with no published rates, test the trial to confirm it fits your team's approval workflows and template needs. Compare it against ConnectWise CPQ and Kaseya Quote Manager if you need published per-user pricing and transparent billing. Confirm your PSA platform is on their current integration list, as this varies. Best for MSPs with 6 to 200 technicians.
| Feature | Supported | Note |
|---|---|---|
| Proposal and quote builder | yes | Generates proposals in under five minutes with professional customization |
| E-signature | yes | Digital signature ready with signed proposal tracking |
| Live distributor catalogue and pricing | yes | Live pricing from 50+ distributors including Pax8, Ingram Micro, Tech Data |
| CRM and pipeline tracking | yes | Full pipeline management with automated follow-up sequences and performance tracking |
| PSA integration | yes | Two-way sync with Autotask, ConnectWise, and HaloPSA |
| Payment collection | no | |
| Quote templates | yes | Drag-and-drop template editor with white-label branding and scope of works library |
| Approval workflow | yes | Advanced automation rules and approval workflows; Premium tier includes custom approval workflows |
| Recurring revenue quoting | unknown | |
| Product bundling | unknown | |
| Win-rate analytics | yes | Sales performance dashboards with conversion tracking and revenue forecasting |
| Accounting integration | unknown |
Salesbuildr is sold on a subscription tier model rather than per-user or per-technician basis. Salesbuildr pricing is not published; specific rates are determined through a sales conversation. The company offers a free trial period and a 30-day money-back guarantee to evaluate the platform before committing.
Salesbuildr offers two-way sync with Autotask, ConnectWise and HaloPSA. The platform also connects to live pricing from over 50 distributors including Pax8, Ingram Micro and Tech Data. MSPs should confirm their specific PSA platform is on the current integration list before purchasing.
Salesbuildr generates professional proposals in under five minutes, with reported time savings of 75 percent faster proposal creation compared to manual methods. The platform includes drag-and-drop proposal templates with white-label branding and customizable scope of works libraries. E-signature support is built in, allowing MSPs to send proposals for signature immediately without a separate signing platform.
Salesbuildr operates as a cloud-based platform accessed through a web browser and mobile app, with no on-premises installation required. The platform is hosted by Salesbuildr and works entirely online, making it ideal for distributed teams and remote workforces across multiple locations.
Salesbuildr includes approval workflows and advanced automation rules to streamline the proposal process across different approval stages. The Premium tier offers fully customizable approval workflows and complete automation with multiple reviewer levels, while Standard and Advanced tiers include standard approval capabilities with basic workflow rules.
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