Template bundles

Create Product/Service Bundles In VTiger 7

February 14, 2018
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“.       For further help, contact us on help@vtexperts.com. We’ll be glad to be of service.