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Bundles

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When you create quotes, many times you may quote the same group of products over and over.  If you do, you should take advantage of QuoteWerks’ bundling feature.  Creating bundles allows you to specify a group of products to be added to your quote all at once without having to manually remember to add each product.

 

 

Different Types of Bundles:

•Simple Bundle - When a simple bundle is added to the quote, all the line items will be added to the quote with no relation to each other.
 
•Grouped Bundle - When a grouped bundle is added to the quote, all the line items that are added will be logically grouped together.  In addition, a grouped bundle can have its own Part Number, Description, Discount, and Tax Code.