When Bundles are added to Opportunity, all Bundle Items are added as individual Opportunity Products. If you have a business scenario which requires adding bundle as single line item on Opportunity or not showing individual bundle item details on quote, you can use Generate Product button to generate standard SFDC Product from the bundle, which we refer to as “Bundled Product”.
Please note that original bundle will remain intact and the “Bundled Product” will have a link back to the Bundle for any reporting purpose. Using this option also restricts user from modifying individual bundle item when adding to opportunity or quote.
To get best of both worlds, you may want to look at our other offering – PDF Generator app. Using this app, you can have individual bundle items on opportunity and quote for forecasting, inventory management, integrating with ERP or accounting system but on the PDF that gets sent to the end customer, it will show just the bundle pricing. You have various options on how you want to display bundles and standalone products on the PDF, including side by side comparison of multiple bundles .
Need to e-sign the documents? It also integrates with Docusign for seamless e-signature and automation.
You can install free 15 day trial from AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B4AsxEAF
