Step-by-Step Product Walkthroughs & Implementation Guides
Short, focused demos of every core Salesbuildr workflow, from whitespace analysis to self-service storefronts. Looking for guest interviews and customer stories instead? Visit Salesbuildr TV.
Product demos
Short demos of the core workflows, from quote to e-signature to your PSA. Recorded October 2026, 1 to 2 minutes each.
1:38
From Quote to E-Signature in Under Two Minutes
Create a quote from a template, share the link and see the client sign online.
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2:13
Quote Templates and Widgets: One Template, Every Rep
Build one template from reusable widgets, with catalog pricing and approval rules.
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2:11
Product Catalog: Distributor Cost, Stock and Price Rules
Distributor cost and stock, price rules, marketplace search and PSA sync.
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1:31
Autotask: From Signed Quote to Post-Sale Ticket
The signed quote updates the Autotask opportunity and quote. From the approved quote you click Create ticket.
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0:56
Autotask: Add Sold Services to a Contract
Add sold managed services from an approved quote to the Autotask contract in one save.
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1:27
ConnectWise: From Quote to Won Opportunity
A signed quote becomes a won ConnectWise opportunity with the signed PDF attached.
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1:02
ConnectWise: Add Sold Services to an Agreement
Add sold recurring services and licenses from an approved quote to the ConnectWise agreement.
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1:46
Halo: From Quote to Sales Order
The quote is a Halo quotation from send. After the client signs, you click Create sales order from the approved quote.
Watch videoSee Every Salesbuildr Workflow in Action
Quick product walkthroughs covering whitespace, proposals, pipeline, CRM, portfolio management, and self-service, 2 to 25 minutes each.
12:30
Whitespace Demo: Maximise Your Profit from Existing Customers
Learn how to identify untapped revenue opportunities in your existing client base.
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10:15
Is Your MSP Ready for the Self-Service Revolution?
Explore the benefits and implementation of self-service storefronts for MSPs.
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15:20
Streamlined Quote and Proposal Creation for MSPs
Master the art of creating professional proposals in minutes, not hours.
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11:45
Portfolio Management: The Secret to MSP Growth Acceleration
Optimize your service portfolio for maximum growth and profitability.
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9:30
Understanding Salesbuildr’s Pipeline Features
Deep dive into pipeline management and sales tracking capabilities.
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13:15
Customer Relationship Management (CRM) with Salesbuildr
Learn how to leverage CRM features for better customer relationships.
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14:00
Whitespace Selling with Salesbuildr
Advanced strategies for identifying and closing whitespace opportunities.
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2:55
Salesbuildr in (almost) 3 Minutes
Quick overview of the complete Salesbuildr platform and its key features.
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18:30
Inside Salesbuildr: Victor Raessen’s Journey to Redefine MSPs Through SaaS
Founder story and vision behind Salesbuildr’s mission to transform MSP sales.
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16:45
MSP Self-Service Storefront Demo
Complete walkthrough of setting up and managing your MSP storefront.
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25:30
Salesbuildr Deep Dive · On-Demand Demo
Comprehensive platform demonstration covering all major features and workflows.
Watch videoReady for a Guided Walkthrough?
See these workflows applied to your own product catalog and PSA in a live, personalized demo.
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