{"id":1341,"date":"2022-01-12T01:11:03","date_gmt":"2022-01-12T01:11:03","guid":{"rendered":"https:\/\/docs.symphosize.com\/responsibid\/?post_type=article&#038;p=1341"},"modified":"2024-06-04T14:07:48","modified_gmt":"2024-06-04T14:07:48","slug":"beta-bundle-building-automation","status":"publish","type":"article","link":"https:\/\/docs.symphosize.com\/?article=beta-bundle-building-automation","title":{"rendered":"Beta Bundle Building &#038; Automation"},"content":{"rendered":"<h2>Your New Beta Features Explained in the Video<\/h2>\n<p><strong>Navigating the bundle options:<\/strong><\/p>\n<ul>\n<li>The way that bundles layout to your customers<\/li>\n<li>The way add on services layout and work<\/li>\n<li>How package options work inside of a bundle proposal<\/li>\n<li>How the &#8220;Ala Carte&#8221; section works<\/li>\n<li>Manually adding a bundle<\/li>\n<\/ul>\n<p><strong>The bundle library:<\/strong><\/p>\n<ul>\n<li>Bundle Sets vs Bundles<\/li>\n<li>Adding a bundle to the library<\/li>\n<li>Customizing the bundles with names, descriptions, auto-suggestion, discounts, and services<\/li>\n<li>Bundle discount strategies<\/li>\n<li>Adding bundles<\/li>\n<li>Reordering bundles<\/li>\n<li>Reordering bundle sets<\/li>\n<li>How to make sure the correct bundle sets are auto-selected<\/li>\n<\/ul>\n<p><strong>Using the library of templates inside of the customer profile<\/strong><\/p>\n<ul>\n<li>Auto selecting a bundle set<\/li>\n<li>Seeing the new PDF layout (for package proposals)<\/li>\n<li>How the QR code works from a proposal<\/li>\n<li>The new sales rep worksheet PDF<\/li>\n<li>Editing the items within a customer profile for a bundle without affecting the bundle library<\/li>\n<li>Adding custom text to the worksheet PDF<\/li>\n<li>Adding additional bundle to mix and match from the library<\/li>\n<li>Changing a bundle library does not affect bundles created for customers from the library, and likewise editing a bundle at the customer level does not affect the bundle library templates.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":65,"comment_status":"open","ping_status":"closed","template":"","format":"video","article-categories":[15],"class_list":["post-1341","article","type-article","status-publish","format-video","hentry","article-category-proposal-customization"],"_links":{"self":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/articles\/1341","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/articles"}],"about":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1341"}],"version-history":[{"count":0,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/articles\/1341\/revisions"}],"wp:attachment":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1341"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=%2Fwp%2Fv2%2Farticle-categories&post=1341"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}