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Quote Bundles

Use Bundles to improve your quotes

Bundles allow you to combine multiple products and/or services into one fixed-quantity package which you can easily add to your templates and quotes.

Add products & services in groups

Choosing to show the items in a bundle will display the components as regular line Items on the quote. This makes it easy for you to add multiple Items to the quote without needing to select the Items or quantities individually.

Line item display options

You can also choose whether you’d like the bundle + bundle description to be shown on the quote, or have the components listed as regular line items. Selecting the former will simply show the total amount for all the packaged items.

Cross-sell & up-sell services with Optionals

Creating an optional bundle makes it easy to offer alternative product packages to customers, so they have more freedom when accepting your quote.

With Bundles, you can

Consolidate multiple Items into a bundle with a single price and description, making complicated quotes easy to consume

Set up fixed quantities of Items within a bundle so that adjusting the quantity for the bundle also adjusts all the items within the bundle (ex: 1 car will always contain 4 wheels)

Create optional bundles that the customer can choose from when accepting the quote

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