Hello,
all of our estimates always include positions like:
- planning
- montage
- electric installation
- maintenance
An estimate for package A includes following positions:
- material A
- appliance A
- planning
- montage
- electric installation
- maintenance
An estimate for package B just differs by the material and appliance used.
Our crm users struggle with the following:
1. They have to know which position a package includes
2. They have to pick each position when creating an estimate
Is there a possibility to create some kind of estimate template that always includes those positions. And can we create estimate templates for say package A, B, etc?
I know there are product bundles. But the problem with a product bundle is, that once added to an estimate there will be only one position in the estimate, and not the individual positions from the bundle.
All the best,
Art