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Quickstart Guide

Introduction
Getting Started
Navigating Salesbricks
Company Details & Branding
Adding Team Members
Products, Plans, & Bricks
Building an Order
Checkout & Invoice Payment Options

Documentation

Order Types
Order Stages
Ramping Structures
Deal Shaping
Custom Billing (Beta)
Countersigning
Managing Your Customer
Payment Communications
Dunning
Reports & Charts (Beta)
Magic Links
Taxed States
Duration Discounts
Pricing Display
Usage Alerts
Renewals Management

Notifications

Custom email domain
Customer email notifications
Your email notifications

Integrations

Stripe
Salesforce
HubSpot
Attio (Beta)
Quickbooks
Slack
Sphere
Okta

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Getting Started Creating a Plan Overview

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