Quote builder block. Working with product bundles

Availability: Business* and Enterprise plan
*Quote builder is a part of our Advanced Quotes add-on

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 button. Finally, select bundled items from the catalog picker. Items with product bundles have a useful indicator under their names that show 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.

With product bundles, you have additional options to customize how they appear in the quote builder block for your recipients. Go to the Design tab in the quote builder editing mode, where you can show or hide:

• Products within a bundle
• Product price
• Product quantity
• Product descriptions