đź“ą What is a Product Option Bundle?

đź“ą What is a Product Option Bundle?

Product Option Bundles

Product Option Bundles are designed to make quoting faster, cleaner, and more professional by allowing customers to choose between different product options within the same bundle.

This is perfect for creating “Good, Better, Best” style quotes where customers can easily compare products and pricing without technicians needing to build multiple separate quotes manually.

Give Customers Simple Product Choices

A Product Option Bundle allows you to group interchangeable products together as selectable options.

For example, when quoting a ceiling fan installation, you may want to offer:

  • A basic fan option
  • A mid-range fan option
  • A premium fan option

All of these products sit inside the same bundle, allowing technicians to quickly switch between them while keeping the rest of the installation materials consistent.

Primary Product Options

Inside the bundle, the top product table contains the Primary Product Options.

These are the products the customer can choose between.

Burdi automatically sorts these options by price:

  • Most expensive at the top
  • Least expensive at the bottom

Only one primary product can be selected at a time, making it easy to create clear upgrade or downgrade paths for customers.

Supporting Products Stay Consistent

While the main product may change, many installation materials remain the same regardless of which option the customer selects.

For example:

  • Cable
  • Junction boxes
  • Fixings
  • Consumables

These supporting products sit in a separate table within the bundle and remain fixed no matter which ceiling fan option is chosen.

This ensures:

  • Accurate material allocation
  • Consistent installation requirements
  • Faster quote creation

Faster Option Building in the Field

One of the biggest benefits of Product Option Bundles is how quickly technicians can create multiple quote options on-site.

When the bundle is added to the cart:

  • The premium option is selected by default
  • Technicians can instantly generate alternate versions
  • Burdi automatically swaps the selected product while keeping everything else intact

For example:

  • “Create Record” may downgrade to the mid-range fan
  • “Create Basic” may downgrade to the entry-level fan

This allows technicians to provide multiple pricing options within seconds.

Improve Customer Decision Making

Giving customers product choices helps:

  • Increase quote approval rates
  • Create upsell opportunities
  • Make pricing feel more transparent
  • Allow customers to choose based on budget

Instead of saying yes or no to a single option, customers can compare products and decide what works best for them.

Professional, Consistent Quoting

Product Option Bundles help businesses standardise the way options are presented across the team.

Rather than every technician building options differently, Burdi creates a consistent structure that:

  • Speeds up quoting
  • Reduces errors
  • Maintains accurate pricing
  • Delivers a more professional customer experience

It’s a smarter way to sell products while keeping the quoting process simple for both technicians and customers.

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