Bundles are here! We're excited to show you how our latest tool for creating packaged Items works.
What are Bundles?
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. With Bundles, you can:
Consolidate multiple Items into a Bundle with a single price/description, making your Quotes cleaner and simpler
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 (e.g., 1 car will always contain 4 wheels)
Create Optional Bundles that the customer can choose from when accepting the Quote, including settings to configure the Bundle to be selected by Default or allow the customer to edit the quantity of the Bundle or the Bundled Line Items.
Currently, Bundles can be built from Quoter in two methods.
They can be built directly in advance into Quoter in the Items tab, which will allow the Bundle (and the Bundled Items) to be pulled into a Quote or Template.
They can be created on an ad-hoc basis on Quote Create. Note that Bundles or Bundled Line Items created here will not be saved as Quoter Item(s).
Bundle Viewing Options
You now have additional viewing options for your Bundles, allowing your customer to either view your Bundle only, view your Bundled Line Items only, or show both your Bundle and Bundled Line Items (excluding Line Item prices) on your Quotes.
If 'Show Bundle only' is selected, only the Bundle name, Bundle description, and the rolled-up cost for the Bundle will be shown.
If 'Show Line Items only' is selected, only the Line Items and their descriptions will be shown, without the Bundle name or Bundle description.
If 'Show Bundle and Line Items' is selected, the Bundle name, Bundle description, the rolled-up cost of the Bundle, and the Line Items and their descriptions will be shown. The price of each Line Item will not shown.
Choosing 'Show Bundle Only' and 'Show Bundle and Line Items' will allow you to create a Bundle with Optionals settings (Optional, Default Selected, and/or Editable Quantity.)
Choosing 'Show Line Items only' will disable the Optionals settings mentioned above.
A more complex Bundle is shown in the example image below.
Creating a Bundle
First, navigate to Items > Bundles and click New Bundle. This will bring up the Add Bundles screen:
Enter a Name and Category for your Bundle.
Choose the Frequency for the Bundle (One-time or Recurring). If Recurring, choose the Recurring Frequency (Monthly, Quarterly, Annually, etc.)
Choose your Bundle Viewing Options, which will affect how the customer sees Bundled items on their Quote.
Next, add Items to your Bundle by clicking Add Item:
This will let you select Items from your Quoter database, Connectwise, or Autotask to add to your Bundle. Note that only items that match the Frequency setting (e.g., One-time, Monthly, Annually) for your Bundle can be added. If you are adding Parent/Child Items, both Items must match the Frequency setting.
Please note: At this time, Items from the Product Cloud may only be added to Bundles during Quote creation (see Creating Bundles on Quotes below).
Select the Quantity for Items in the Bundle. Note that when adding a Bundle to a Quote, only the Bundle Quantity itself can be changed. Doing so will multiply the Quantities of the Items in the Bundle based on the values created here (e.g., doubling the Bundle Quantity will also double the Quantities for all Items within the Bundle). Item Quantities can be changed at any time by navigating to Items > Bundles > Edit Bundle and adjusting the Quantity value in the Bundle.
Click Save Bundle to create your Bundle.
Adding Bundles to Templates
Once you've created a Bundle, you can add it to a Template like any other Item in your Quoter database. Simply navigate to Templates > Edit Template > Add Item, select the Bundle, and click Add Item:
Note that Bundles are denoted by a special icon to distinguish them from other Items.
Adding Bundles to Quotes
In the same way, Bundles can easily be added to Quotes.
When creating a Quote, clicking Select Item will bring up your Item database and allow you to add the Bundle as shown above.
Once you've added the Bundles to your Quote, you can adjust the Bundle Category, Name, and Quantity as well as the Item Category, Name, Cost, Price, and Discount amount. The price of the Bundle will automatically adjust based on the price of the individual items. You can also remove any unwanted Items from the Bundle.
To create an Optional Bundle, follow the steps under Creating a Bundle and ensure the 'Show Line Items only' is unchecked.
After adding the Bundle to your Quote, selecting the three vertical dots to the right of the Bundle will let you set the Bundle as Optional. You can also choose to make the Bundle selected by default or allow the customer to edit the quantity.
Please note: If Default Selected is unchecked, the customer will have to click the checkbox to ensure the Bundle and all included Items are added to the Quote.
Creating Bundles on Quotes
You can now directly create an ad-hoc Bundle when making your Quote! This will let you add Items from your integrations and the Product Cloud as part of a Bundle.
When creating or editing a Quote, click New Bundle to begin adding Items. You can add Line Items or select Items from your integrations and Product Cloud.
By default, 'Show Bundle Only' will be configured and only the Bundle name, Bundle description, and the rolled-up cost for the Bundle will be shown to the customer. Select the three vertical dots to the right to configure the necessary Bundle Viewing Options.
You can toggle the Recurring Status of the Bundle by clicking the looped arrow icon to the right of the price. This will make all the Bundled items recurring at the frequency set by the Template (i.e., Monthly, Annually, etc).
Items within Bundles will be pushed to your integrations as normal Line Items, even if they are set as hidden on the Quote. The name and description of the Bundle itself will not be pushed.
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.