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Bundles in Quotes - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>Introduction </p> <p>CRM > Quotations > Bundles</p> <p>An extension of the product bundles concept, a Quote Bundle is a container that holds multiple quotable items of any type, e.g., products, services, and T&M. This feature enables the MSP to easily create new quotes for common scenarios, like client site setups, frequent charges, and workstation configurations.</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/BL5PM7V08M62/mceclip0.png" alt="mceclip0.png" width="200" height="200" class="embedImage-img importedEmbed-img"></img></p> <p>Tutorial </p> <div> <div> <div> <div><img src="https://us.v-cdn.net/6032361/uploads/migrated/24VXA7OM6K1Y/swatch." alt="" aria-hidden="true" class="embedImage-img importedEmbed-img"></img></div> </div> </div> </div> <p>Setup </p> <h4 data-id="creating-bundles">Creating Bundles</h4> <ol><li>Navigate to CRM > Quotations > Bundles.</li> </ol><ol><li> <ul><li> <p>On the <strong>bundle info</strong> page, build your bundle by filling up the Bundle Info form.</p> </li> <li> <p>Bundle #: An integer with no prefix, is disabled by default and auto-filled based on your Admin settings.</p> </li> <li>Name: A text field, required and empty by default</li> <li>Created By: The user that created the bundle, displays the logged-in user name and disabled by default</li> <li>Created On: The date the bundle was created. This is a required field and filled by the current date with the correct format of the logged-in user set on the location page</li> <li>Last Used: The date that the bundle was last added to any quote, this is disabled by default</li> <li>Description: A multi-line text field, with rich text.</li> <li>Tags: Add tags to your Bundles, this helps you with labeling/groping them. This is only a UI field. </li> </ul></li> <li>Fill the required fields and click on Save</li> <li>A new section to add Line items will be available, Add Line items to the bundle.</li> <li>When adding line items, for T&M items you can only have one item per role. </li> </ol><h4 data-id="working-with-bundles">Working with Bundles </h4> <p>You can create new Bundles and add them to quotations or create Bundles from existing quotations.</p> <ol><li>Open a quote that has line items</li> <li>Choose one or more line items</li> <li>Click on "Create Bundle", Fill in a name and Save. </li> </ol><p>Pull an existing bundle into a quote</p> <ol><li>Create new bundles with line items.</li> <li>Open an existing quote or create a new quote</li> <li>Click on the Action button > "Add Bundle(s) To Quote"</li> <li>Search and select your bundle from the list <ul><li>Only unarchived bundles will be listed here</li> </ul></li> </ol><p><img src="https://us.v-cdn.net/6032361/uploads/migrated/HWN0WYQYRO5M/mceclip4.png" alt="mceclip4.png" width="500" height="500" class="embedImage-img importedEmbed-img"></img></p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/JIQNJDP4CHNE/mceclip5.png" alt="mceclip5.png" width="500" height="500" class="embedImage-img importedEmbed-img"></img></p> <p>Access to Bundles</p> <p>Use <strong>Roles</strong> to provide access to Bundles for your non-admin users in PSA.</p> <ul><li>Navigate to Admin > Security > Role</li> <li>Create a new role or modify your existing role</li> <li>Choose the CRM drop-down and provide the access you wish</li> <li>View access: Can only see existing Bundles in view mode, cannot modify or edit any bundles</li> <li>Modify access: Can create, edit, add bundles to a quotation. </li> <li>If none of the boxes for bundles are checked, the Bundles button will not be displayed when the user logs in. </li> </ul><p><img src="https://us.v-cdn.net/6032361/uploads/migrated/PQFNF3486NE8/mceclip3.png" alt="mceclip3.png" width="500" height="500" class="embedImage-img importedEmbed-img"></img></p> <p>The security permission affects only the Bundle page and not the quotations as a whole. </p> <p>Admin Dependencies </p> <ul><li>Navigate to Admin > Company Settings > My Company > CRM <ul><li>Bundle Number Prefix</li> <li>Bundle Starting Number</li> </ul></li> </ul><p><img src="https://us.v-cdn.net/6032361/uploads/migrated/L5O4P0YIAM3F/mceclip2.png" alt="mceclip2.png" width="500" height="500" class="embedImage-img importedEmbed-img"></img></p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/QY3KFMF8A87Y/mceclip6.png" alt="mceclip6.png" width="500" height="500" class="embedImage-img importedEmbed-img"></img></p> <p>Related articles </p> <p><a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Fkaseya%2Fhc%2Fen-gb%2Farticles%2F360016173637" rel="noopener nofollow">PSA Unified quoting - Products and services </a></p> </article> </main>