New Feature: Bundles

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:

Notes

• 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

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