Substituting Products in Bundles

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• How Do I Bulk Replace Products in My Bundles?

  <br> How Do I Bulk Replace Products in My Bundles? Navigate to Sales Management → Bundles. Open the bundle containing the product you want to replace and click Edit. Locate the product you wish to substitute and click the orange Substitute ...

• How to Link Template Products Using 'Show Bundles I Am Missing'

  When you bring bundles in from the Passport, some products inside each bundle need to be matched to a product in your own account. Until they're linked, those items show as red and the bundle won't work properly on the road. 🔍 Find Bundles That Need ...

• What is Bundles V2?

  Bundles V2 is Burdi's enhanced Bundle system that introduces Environments, option bundles, add-ons, and improved workflow for creating and presenting quotes to customers. 🚀 Key Features in Bundles V2 Bundles V2 introduces several key improvements ...

• 📹 How Bundles work with ServiceM8

  <br> Using Burdi Bundles with ServiceM8 Burdi Bundles integrates with ServiceM8, but because of the advanced functionality inside the new Bundles system, there are a few important things to understand about how ...

• Getting Started with Bundles V2 & the Pitcherbook

  Welcome to Bundles V2 and the new Pitcherbook! This guide will walk you through everything you need to configure before introducing the new quoting experience to your team. What You'll Learn By the end of this guide you'll know how to: Configure your ...