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Add bundled products from Catalog to quote builder
Once you’ve created your bundled products, you can add them to the quote builder block in the same way you add all other products — simply add a quote builder block, then select it and the +Product from catalog button. Finally, select bundled items from the catalog picker. Items with product bundles have a useful indicator under their names that shows the number of products in the batch.
When you add a bundled item to the quote builder block, you'll see the batched products under the name of this product bundle. You can then easily fold the list by selecting Hide products, or unfold them by selecting Show products.
With recipient options enabled (quantity editing or optional items), document signers will be able to only change the quantity or select the whole batch. They’ll be unable to modify a quantity or select items included in the bundle.
Bundle products in quote builder
Note: You can bundle up to 25 products.
Ensure the Create custom products toggle is on.
Select +Product to add a new product.
Hover over the product name field and click the expand icon to fill out the product bundle fields.
Under 'Product bundle', select +Products from catalog to choose existing items or create new ones by clicking +Custom product.
You can easily update or delete bundled products by clicking on the menu on the far right to its name and selecting Edit it or Delete from the drop-down.
Scroll up and select the 'Price source' for the product bundle – this can be either a custom amount or calculated based on the total of the bundled items.
If necessary, set up the bundle pricing as Recurring and select Save at the top right.
Edit product bundles in quote builder
To edit products bundled in your catalog make sure you have Edit existing products toggle switched on.
After that, select the vertical ellipses (three dots) at the far right of the product listing, then select Edit item from the dropdown menu.
In the modal window, scroll down to "Product bundle" and click on the menu on the far right to a product name. Select "Edit" from the dropdown to update an item.
To reorder items in a bundle simply drag an item and drop it to the place you need.
Click Save at the top right once done.
Customize product bundles in quote builder
In the quote builder, product bundles offer various customization options for how they appear to your recipients. To access these settings, go to the Design tab in the quote builder editing mode and scroll down to the Product bundle section. Here, you can customize the following:
The display of products within a bundle and their descriptions.
The color and thickness of the divider between bundled items.
Whether to collapse or expand bundled products by default.
The display and text of the 'included' label.
You can customize the typography for the bundle and for the bundled products separately.