Salesbuildr Pioneers Join the Pioneers
BETA OPEN FOR PIONEERS

Spreadsheet View

Edit every quote line in one grid, like a spreadsheet. Be one of the first MSPs to quote this way, and help us shape it before it ships.

  • Tab through qty, price and margin without opening a single line
  • Paste straight from Excel or a distributor price list
  • Early access, plus a direct line to our product team
IN BETA SINCE 28 SEPTEMBER 2026

Spreadsheet View

Every line on your quote, across every section, in one table you edit by typing. Same quote, same proposal for your customer, just a much faster way to build it.

INLINE EDIT

Edit like a spreadsheet

Click a cell and type. Tab to the next cell, Enter to confirm. Subtotals and the grand total update as you go.

  • Click a cell and type
  • Tab moves to the next cell, Enter confirms
  • Subtotals and the grand total update as you go
Share feedback on the Pioneers board
app.salesbuildr.com/quotes/Q-1042/spreadsheet INLINE EDIT

Good to know in this beta

  • Every edit stays unsaved until you press Save. Discard drops all changes.
  • Restore deleted lines brings removed lines back before you save.
  • Your column choices and import mapping are remembered per user.
  • Your customer sees the same proposal as before. Only the way you build it changes.

OPEN FOR PIONEERS

Try it before everyone else.

One sign-up covers every beta. Spreadsheet View is first.

Join the Pioneers