Creating a Package
You can put together a package that includes the products you’ve created. Packages can be created here in Settings › Packages.
You'll want to be sure to have first created your products here in Settings › Products & Services. You can then use the Add Product dropdown to add each product or service in to your package.
Adding a Package to a Quote or Order
Setting up packages will save you time when creating your quotes, so you don't have to manually create a package each time. You'll be able to easily add this package to a quote, quote template or order from the Add Product dropdown.
Adding a Discount to Your Package
When you create a new package here in Settings › Packages, you'll see it automatically includes a discount line. This allows you to set a specific discount for this package of items. You can adjust the percentage amount or change this to a specific amount using the dropdown next to the price. You can also remove that discount line item by clicking 'x' if you don't want to include a discount with this package.
QUICK TIP: If you've already created a package without a discount and want to add one, create a new product with a negative price, then use the dropdown to select if this is an amount or a percentage discount.
How a Package Will Look Inside a Quote
When including a package in a quote, here's an example of how it will look for your client, showing all the items that are included.
The example above shows an overall package price with the items inside the package showing as Included, rather than showing the individual prices of each item. If you'd rather your packages show all the line item amounts on the client side, you can update that here in Settings › Branding by checking this option:
Show package discounts and item amounts outside the quote editor:
If checked, the individual line item prices will show when your client views their quote.
If unchecked, the individual line items will only show as Included without any pricing when your client views their quote.
Making Changes to the Products Within Your Packages
If you make any changes to your products here in Settings › Products & Services, you'll need to swap those out with the new version on your packages. Changes to your products won't dynamically update on any packages using those products. Be sure to update those on your packages (by deleting the current product line and adding the updated one from the Add Product dropdown) for any future uses of the package in your quotes and orders.
Similarly, if you make any changes to your packages, you'll want to be sure to update those on any quote templates currently using those packages (here in Settings › Quotes). Head to that quote template and remove the current package and replace it with the updated package using the Add Product dropdown.