I found some threads on this topic but never really found an answer.
We are hoping there is a way to add a “bundle” of products to a quote. We’d essentially like to use a bundle to add several items to the quote at once that are typically sold together.
We need this for two reasons. One, it saves a lot of time with the ability to add multiple products all at once and delete the ones you dont need. It’s faster to delete line items than it is to add them. Secondly, we’d like to use the quote as a packing list in our shipping department. Currently, we use the item description to state which additional items need to be included with a product.
I was able to use this type of feature with another CRM that called them “kits”. So I’m hoping there is a way to do this in Hubspot. It could be a huge time saver when creating long quotes.
Thanks in advance!
