Product Bundle

Product Bundle is one of the apps of GoCloudz CPQ suite that helps product managers to price Bundles and Products correctly and helps Sale Reps to add them quickly and build accurate quotes.

Following are the key features of this app –

  • Lightning enabled
  • 100% native Salesforce App
  • Design bundles using standard SFDC Products
  • Add bundles as whole or individual line items to following standard objects – QuoteOpportunity, Order & Work Orders
  • Create ‘bundles on the fly’
  • Supports segmentation, bulk & tiered discounts
  • Supports custom fields and business rules
  • Supports custom attribute pricing
  • Supports multiple-currencies and approval process
  • Supports Product Scheduling
  • Clone bundles along with all items with single click
  • Supports standard SFDC Security Settings & Reporting
  • Seamlessly integrated with PDF Generator to generate highly customized & branded PDF with Bundle views
  • Being native app and utilizing standard SFDC objects allows you to integrate Product Bundle with any 3rd party app like payment processing, inventory management, accounting/financial management apps

Following is the process flow for Bundle Admin & Sales Reps –

  1. This guide is based on Lightning experience, steps are similar for Classic
  2. This guide walks you through Opportunity and OpportunityLineItem objects, but you can follow exact same steps for QuoteOrder, and Work Order objects
  3. Basic understanding of following standard SFDC Objects can be helpful – Products, PriceBooks, Opportunity, Opportunity Products, and Quote
  4. Here are our other apps that are part of GoCloudz CPQ suite –
    • PDF Generator – For designing highly customized PDFs for any Salesforce objects
    • Order Management & Renewals – Highly configurable app to automate Order creation with Order Products and automate renewal Opportunity with(out) Quote 
  5. Please contact us at support@gocloudz.com for any technical queries