Quote/Invoice/Order Templates extension allows you to define products/services which can be reused on the quote/invoice/order at any time. If you often find yourself creating the same quotes/invoices/orders or adding the same set of items over and over again, this will be a huge time saver for you.
How to Create Product/Service Bundles
- Go to the “Menu” and select “Product and Service Templates“.
- Click on the “+Add Template” button to create a new Template.
- Add “Template Name” and select “Module“. Now add “Products and Services” and click on the save button.
- Here you can see while creating a quote you can add “Product/Service Bundles“.
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