Bundles can be used to group products as a standard package, or Promotion. Some common use cases are:
-
Implementation Package with a Core Application that is required, a variable number of users (quotable by the sales rep) and a standard set of Services hours for implementation. See the example Bundle below.
- Paid POC that includes a limited number of users for the first 3 months, and a variable number of users selected when sold by the sales rep for the remainder of the term. See the paid POC example below.
Example Getting Started Implementation Bundle:
- Note that Services have no Term.
Example no cost POC:
- Note there are two lines for each product. One line corresponds to the free period, and the other is the paid period. The paid lines should have a "Relative Start" equal to the Default Term of the locked POC lines.