Bundles are here!
We’ve had a lot of requests from Partners to be able to set fixed-quantity Bundles for packages that require a specific number of components. Now with our Bundles feature, you can easily set up multiple Items under one Bundle with a fixed quantity for each!
This also lets you create a Bundle with multiple items that displays as a single Line Item with a total based on all the Items within it, as shown here:
It’s also possible to make entire Bundles optional, giving customers the ability to choose which packages they want on their Quotes without having to select multiple Items. Once you’ve created a Bundle with the Show Bundled Items On Quote option unchecked, you can then easily make the Bundle optional when adding it to your Quote:
- Items within Bundles will be pushed to your integrations as normal Line Items, even if they are set as hidden on the Quote
- Adding an Item with a Parent/Child relationship will add the Parent and any Child Items to the Bundle (provided the Recurring Frequencies match the Bundle setting)
- Bundles created during Quote Create/Edit are only for that specific Quote and will not be added to the Bundles tab under Items > Bundles.
- Additional support documentation: Bundles
Quoter optimizes the sales process for technology service providers, allowing teams to send quotes out faster and close more deals. Quoting software built by industry experts with top-notch support to ensure your team is onboarded right the first time. Book a demo with us to see how Quoter can fit into your business.