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Creating and Using Bundles in QuoteMachine
Creating and Using Bundles in QuoteMachine

This article will go over how to use our bundle feature to better organize your products frequently sold in a group.

Kadija Allagouma avatar
Written by Kadija Allagouma
Updated over a week ago

Bundles are a great way of quickly building your quotes, orders and invoices by adding a group of products that are frequently sold together.

To navigate to the bundles page, go to Catalog > Bundles. Here you can search for existing bundles using the search bar as well as creating and saving filters as you would on any other QuoteMachine page. If you need a refresher on how to use filters check out this article.

Click "Add bundle" to create a bundle.

Like with any product, you can add a bundle name, image, short description, long description, and most importantly, add as many items as you'd like to your bundle. By clicking "Add new item"

To add start using your newly created bundle create a document and add it to the pricing table as you normally would.

This will add the bundle to the pricing table as a line item, and every item in the pricing table will be listed under the bundle.

IMPORTANT: At this time updating the number of items in the bundle from the pricing table will NOT update the price of the bundle, that will have to be done manually.

Just like products you can make bundles interactive, if you need a refresher on how to do that check out this article.

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