Create a Preset quote/ Bundle
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Table of Contents
In order to create a Preset quote, please follow the steps below:
Create Presets
- Go to the Price List app
- Select Products
- Add a particular product variant to the Basket
- Click Basket to check and process
- Quantity
- Discount
- Total price (before Tax)
- Choose Save as Preset
- Fill in Name (required) and Description (optional)
- Save
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/3bf3319b-6479-495b-bcae-049d87b52ec2/07569e14-f2aa-47bb-811a-2974ace14434.gif)
Manage Presets
Recheck the Presets
You can recheck the created Presets through the Presets tab:
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/ac040b63-8ad3-4e76-b450-a73df6aa6e99/421f6764-c62d-4a5d-bb94-1acc6c01b879.gif)
Edit the Presets
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/598c7ce0-f9e1-4468-ac9e-567c56adaecf/d4b1de21-6da3-4ef6-b9a6-8f5e16612fb2.gif)
Quotes
In order to create a quotation from the existing preset, please follow the steps below:
- After selecting and reviewing presets, you can continue to Create Quote
- Add:
- Name of Quote
- Email of Recipients
- Save:
-
Save as draft then export to PDF:
- Export these Quotes as a PDF file
- Convert these Quotes to Invoice App
- Save as draft
-
Save then send
- Send these Quotes to the Recipients
- Convert these Quotes to Invoice App
-
Save as draft then export to PDF:
![](https://d2x3xhvgiqkx42.cloudfront.net/c94ab348-5fb1-4c1d-89b1-fa79e3e916d0/81ec6e6f-2b1b-45dc-9193-b23c4a10d966/2021/10/15/11e4d8d2-7462-4697-bc53-97909669b1fc/e01230ff-e145-413e-9c67-635387f58768.gif)