Setting up Estimate Product Bundles

To create an estimate product bundle:

1. Go to the Estimate Product Bundles tab, and click New.
2. Enter a name for the bundle.
3. [Optional] Select a currency for the bundle.
4. [Optional] Enter a description for the bundle.
5. Click Save.

To add estimate products to an estimate product bundle:

1. On the Estimate Product Bundle record, go to the Related tab.
2. In the Estimate Product Bundle Item section, click New.
3. Search for and select an estimate product to add to the bundle.
4. [Optional] Select a currency for the bundle.
5. [Optional] Click Save and New.
6. Repeat steps 3-5 to add the required estimate products to the estimate product bundle.
7. Click Save.