Salesbuildr natively integrates with Datto Autotask PSA.
Companies, contacts, opportunities and quotes
are automatically created and instantly updated within Autotask when you create an opportunity or quote in Salesbuildr.
When you make changes to products, services and labour in Salesbuildr, Autotask is automatically updated instantly to keep your records in sync.
Opportunities created in Salesbuildr are automatically created in Autotask.
Quotes and line items are instantly created in Autotask and kept in sync whenever your make changes
Your companies in Autotask PSA are available in Salesbuildr, including any user defined fields your have created.
Your contacts in Autotask PSA are available in Salesbuildr, including all relevant fields.
Salesbuildr pulls in your non-recurring products from Autotask and enables you to order them in customer friendly categories and subcategories.
Automatically pull your recurring services from Autotask PSA into Salesbuildr anytime you create or update new services with services codes that are mapped to Salesbuildr.
Automatically pull in product information, pricing and availability from leading distributors. By using cloud marketplace integrations from Ingram Micro, TD Synnex or Pax8, pricing for services are automatically updated so your proposals are always correctly priced.
Salesbuildr pulls in your roles from Autotask so you can use them in your qoutes, proposals and self service store.
Shipping types that have been setup in Autotask can be used on quotes and proposals.
Use vendors that are setup in Datto Autotask PSA as custom supplier for products
Pull your product inventory from Autotask into Salesbuildr
"How to send a complex proposal in minutes using Salesbuildr."
Watch our short 5-minute demo with Salesbuildr CEO and Founder, Victor.
.jpg)
