• Bundles automatically default to the status of “Draft”. While in “Draft”, users will not be able to add them to their Quotes.
  • If an automated approval process is being used, make sure to set your Approval Process to update the status to “Approved” on the final approval step.
  • If no approval process is being used, simply change the status to “Approved” to make the Bundle available to End Users for Quoting.