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Documentation Index

Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt

Use this file to discover all available pages before exploring further.

A bundle lets you package multiple products into a single item that your sales team can add to quotes. You can set bundle-level pricing, define product quantities, and apply rules to control configuration.
You must have the Admin role to create and manage bundles.

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Access the bundle creation screen

1

Navigate to Products & pricing

In the left side menu, click Products & pricing.
2

Open Bundle

Click Bundle in the submenu.
3

Create a new bundle

Click + New to open the bundle creation form.

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Configure the bundle

1

Fill in general information

In the General Information section:
  • Name (required): Enter a descriptive name for the bundle (e.g., Starter Pack, Enterprise Suite)
  • Reference: Add an internal reference code to identify the bundle
  • Description (optional): Add details about what the bundle includes
2

Add products to the bundle

In the Bundle section, use the available buttons to add content:
  • Click + Product section to add a section of standard products
  • Click + Plan section to add a section of plan-type products
3

Set bundle pricing

4

Associate the bundle with catalogs

In the Bundle used in section, use the Catalogs field:
  1. Click to open the catalog selector
  2. Select one or more catalogs where this bundle should be available
  3. The selected catalogs appear as tags
A bundle must be associated with at least one catalog to appear in quote templates.
5

Configure external identifiers (optional)

If you integrate with external systems, enter the corresponding identifiers:
  • CRM ID: Bundle identifier in your CRM
  • ERP ID: Identifier in your ERP system
  • Accounting ID: Identifier in your accounting software
6

Set status and API name

In the right-hand side panel:
  • Status (required): Set to Active to enable the bundle or Inactive to disable it
  • API Name (required): Automatically generated technical identifier
The API name can only be changed at creation. Once saved, it cannot be modified to ensure integration stability.
7

Save the bundle

Click Save at the top right to create the bundle.

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What happens next

Once saved, the bundle appears in the bundles list and becomes available in any associated catalogs. Sales reps can add the bundle to quotes using templates that reference those catalogs. The Activity panel in the side area tracks all changes made to the bundle, including creation, modifications, and status changes.

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Troubleshooting

Verify that the bundle is associated with the same catalog as the template. Check that the bundle status is set to Active and that validity dates include the current date.
The API name is locked after the first save to protect integrations. If you need a different API name, create a new bundle and archive the old one.
By default, bundle products use fixed quantities. To allow sales reps to adjust quantities, enable quantity overrides in the bundle configuration rules.

Manage products

Create and configure individual products

Manage catalogs

Organize products into catalogs

Configure pricebooks

Set up pricing rules for catalogs

Product Configurator

Build configurable products with rules