Quick Add Bundles can be used to simplify the creation of a Quote when using the Opportunity Transaction Wizard by allowing users to default a set of products with a single selection. Setting up a Quick Add bundle is just like setting up a normal bundle, but with a few exceptions: Quick Add Bundles cannot be added in the normal quote entry screen and they do not maintain their bundle relationship when added to a quote.
| As of Spring 2021 Quick Add Bundles can also be added during Lead conversion. Read about it here. |
Creating a Quick Add Bundle:
Follow the steps in setting up a bundle. When complete, simply check the "Quick Add" box.
Usage:
When a Quick Add bundle is available, a user can select it from the "Quick Add" option when using "Fast Create" on New Business Opportunities:
