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This week focused heavily on improving your quoting workflow and making Passport easier to manage as your product library grows.

What we covered

Keeping your bundles organised

We discussed different ways businesses organise their bundles so they're easy to find when quoting.

Topics included:

• naming conventions
• grouping similar work together
• removing unnecessary bundles
• keeping descriptions consistent

A tidy Passport saves a huge amount of time when creating quotes.

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Supplier and product management

We also answered questions around suppliers, products and importing pricing.

Topics included:

• keeping supplier pricing current
• importing price files
• updating products after purchases
• maintaining accurate buy prices

Accurate product pricing is essential for reliable margins.

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General Passport Q&A

As always, members were able to ask questions about their own workflows and receive advice from both the Burdi team and other Passport users.

These open discussions covered a range of real-world scenarios and gave everyone practical ideas they could implement immediately.

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Top Tip

Don't try to perfect your Passport in one day.

Continue refining it as you quote more jobs. Most businesses naturally improve their Passport over the first few months of use.

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Recommended Knowledge Base articles

• Organising Your Bundles
• Importing a Price File
• Setting Up Suppliers
• Products Explained
• Bundle Search Tips