Quoting Software Features
Create Product Bundles and Grouped Items
QuoteWerks helps your team move beyond simple line-item quoting by enabling structured, solution-based selling. Combine products, services, support plans, and add-ons into organized bundles and grouped items so every proposal reflects the full solution—not just disconnected items.
This approach improves consistency, reduces errors, and makes it easier for your team to present clear, professional quotes.
Package hardware, software, services, and support into complete solutions with bundled pricing, grouped items, and configurable options.
Solution-Based Selling
Sell Complete Solutions, Not Individual Line Items
Combine hardware, software, services, and support into structured solutions that are consistent, complete, and easy for customers to understand.
Most businesses don’t sell standalone products—they sell complete solutions. A typical quote may include hardware, software licenses, implementation services, ongoing support, and optional upgrades.
QuoteWerks allows your team to package these components into structured bundles and grouped items so every quote reflects the full offering. Instead of rebuilding quotes from scratch, your team can consistently deliver complete solutions.
This helps your team:
- Present clear, solution-based pricing
- Ensure all required components are included
- Offer upgrades and add-ons in a structured way
- Maintain consistency across sales reps
Reusable Quote Packages
Build and Reuse Standard Solution Packages
Create repeatable bundles for common offerings like hardware with installation and support, or software with onboarding and training.
Sales teams frequently quote the same combinations of products and services. QuoteWerks allows you to create reusable bundles that represent these standard offerings, so your team can add them to quotes in one step.
Bundles eliminate repetitive work and reduce the risk of missing key components. They also ensure pricing and structure remain consistent across your organization.
With product bundles, your team can:
- Add complete solutions to a quote instantly
- Standardize commonly sold offerings
- Reduce manual entry and errors
- Improve speed and consistency
Quote Structure & Presentation
Simple Bundles and Grouped Items
Control how solutions are structured and presented by choosing between detailed line items or organized grouped sections with summarized pricing.
QuoteWerks supports multiple ways to structure bundled solutions depending on how you want them presented to the customer.
Simple Bundles add each product or service as its own line item, making them ideal when transparency and detailed visibility are important.
Grouped Items allow you to organize related components—such as hardware, services, and support—into structured sections within the quote.
You can also control how much detail is shown to the customer. For example, internal components like cables, sub-parts, or supporting items can be included for accuracy and purchasing, while only key components or a summarized bundle price are presented to the customer.
This allows your team to:
- Present clean, easy-to-understand proposals
- Hide unnecessary technical detail from customers
- Maintain full internal visibility for sales and purchasing
- Protect pricing structure and margins
Use Simple Bundles when item-level detail matters.
Use Grouped Items when organization, presentation, and controlled visibility matter.
Flexible Quote Building
Create Flexible, On-the-Fly Solutions
Build custom solutions during the sales process by grouping hardware, services, and support into structured sections without predefined bundles.
Not every deal fits into a predefined package. QuoteWerks allows your team to group items directly within a quote, making it easy to build custom solutions based on the customer’s specific needs.
For example, a sales rep can combine hardware, installation services, and a support plan into a structured section without relying on a prebuilt bundle.
Your team can:
- Organize products and services into logical sections
- Create custom bundles during quoting
- Adjust solutions without starting from scratch
Configuration Control
Control Required and Optional Components in Every Bundle
Ensure critical components are always included while guiding customers through upgrades, add-ons, and alternative configurations.
QuoteWerks allows you to define required and optional items within bundles so your team can maintain consistency while still offering flexibility.
- Required items ensure critical components are always included
- Optional items allow structured upsells like warranties, support upgrades, or additional licenses
- Linked quantities ensure related items scale automatically with the base product
Optional items can also be presented automatically during quote creation, helping guide sales reps through available configurations.
Product Relationships
Build Structured Product Relationships
Link products, services, and add-ons together so they behave as a complete system with consistent configuration and pricing.
QuoteWerks allows you to define relationships between products within a solution.
This includes:
- Attaching optional and required items to a primary product
- Linking quantities between related components
- Creating consistent configurations
- Supporting vendor-based variations
This also allows you to manage how solutions are presented externally while maintaining full internal detail for operations and purchasing.
Recurring Revenue & Financing
Package Solutions into Recurring Revenue, Leasing, and HaaS Offers
Bundle hardware, software, and support into monthly, financed, or subscription-based pricing models that align with how customers prefer to buy.
Modern sales models often require more than upfront pricing. Customers increasingly expect options like leasing, financing, and subscription-based solutions.
QuoteWerks allows you to bundle hardware, software, and support into a single monthly or term-based offering, making it easy to present Hardware-as-a-Service (HaaS), managed services, or financed solutions.
For example, instead of quoting a server, software, and support as separate upfront costs, your team can present a complete solution as a single monthly price.
This helps your team:
- Offer leasing and financing options alongside traditional pricing
- Present Hardware-as-a-Service (HaaS) solutions clearly
- Simplify complex, multi-component pricing into one number
- Increase deal flexibility and improve close rates
- Align with how customers prefer to budget and purchase
Platform Advantage
Built for Real-World Quoting, Not Limited Tiers
Access full bundling and grouping capabilities across all plans without feature restrictions that limit how your team sells.
Many quoting tools restrict bundling and grouping capabilities to higher-tier plans. QuoteWerks includes kits, bundles, and grouped item functionality across all plans so your team can quote complete solutions from day one.
QuoteWerks is designed for teams that sell complete solutions—not just simple line-item quotes.
Get Started
Create Better Quotes for Complete Solutions
Deliver faster, more consistent quotes for bundled products, services, and recurring offerings with QuoteWerks.
Whether you sell bundled hardware, software, services, or support, QuoteWerks helps your team quote faster and present more professional proposals.
Frequently Asked Questions
Product Bundles, Grouped Items, and Solution-Based Quoting
Answers to common questions about building, structuring, and presenting complete solutions with QuoteWerks.
Product bundling in CPQ (Configure, Price, Quote) software allows you to combine multiple components—such as hardware, software, services, and support—into a single package that can be added to a quote in one step.
Instead of manually adding each line item, your sales team can use predefined bundles to quickly build complete solutions. This ensures that every quote includes the correct components, reduces errors, and improves consistency across the team.
In real-world scenarios, bundling is used to package common offerings like a server with installation and support, or a software license with onboarding and training. It helps sales teams move faster while presenting a more structured and professional solution to the customer.
Bundles and grouped items serve different but complementary roles in the quoting process.
Bundles define what gets added to the quote. They are typically preconfigured sets of products and services that represent a standard offering.
Grouped items control how those products are organized and presented within the quote. They allow you to structure related components—such as hardware, services, and support—into logical sections that improve readability and presentation.
Together, bundles and grouped items allow you to both standardize your offerings and present them in a way that is clear and easy for customers to understand.
Yes. QuoteWerks allows you to control how much detail is shown to the customer while still maintaining full internal visibility.
For example, a quote may include detailed internal components such as cables, sub-parts, or supporting items that are important for sales accuracy and purchasing. However, these details do not always need to be shown to the customer.
With QuoteWerks, you can:
- Show a simplified, customer-friendly view of the solution
- Hide unnecessary technical detail
- Present grouped items with summarized pricing
- Maintain full detail internally for sales, operations, and purchasing
This allows you to present clean, professional proposals while still ensuring that every quote contains the necessary detail behind the scenes.
Yes. QuoteWerks is designed specifically for solution-based selling, where multiple components are combined into a single offering.
You can bundle:
- Hardware (servers, workstations, networking equipment)
- Software (licenses, subscriptions)
- Services (installation, onboarding, training)
- Support (maintenance, managed services, warranties)
These components can be packaged into a single structured solution, making it easier for both the sales team and the customer to understand what is being delivered.
Required and optional items allow you to control how solutions are configured within a quote.
- Required items ensure that essential components—such as core hardware or mandatory services—are always included. This prevents incomplete or incorrect quotes.
- Optional items allow sales reps to offer upgrades, add-ons, or alternative configurations, such as extended warranties, premium support, or additional licenses.
Optional items can also be presented automatically during quote creation, helping guide the sales rep through available configurations and ensuring nothing is overlooked.
This structure helps balance consistency and flexibility, allowing your team to build accurate quotes while still tailoring solutions to each customer.
Yes. QuoteWerks allows you to package bundled solutions into recurring or term-based pricing models that support leasing, financing, and Hardware-as-a-Service (HaaS).
Instead of presenting separate upfront costs for hardware, software, and services, you can combine everything into a single monthly or term-based price.
This makes it easier to:
- Offer leasing or financing options
- Present HaaS or managed service solutions
- Align pricing with customer budgeting preferences
- Simplify complex pricing into a single number
This approach is especially valuable for MSPs, VARs, and service-based organizations that want to move from upfront sales to recurring revenue models.
Bundling and grouping are critical for improving both sales efficiency and quote quality.
Without structured bundles, sales reps often rebuild quotes manually, which increases the risk of errors, missing components, and inconsistent pricing.
With QuoteWerks, your team can:
- Create quotes faster using reusable solution packages
- Ensure all required components are included
- Present solutions clearly to customers
- Reduce confusion and back-and-forth during the sales process
- Maintain consistency across the entire sales organization
Ultimately, this leads to better quotes, a smoother buying experience, and improved close rates.
Yes. In addition to predefined bundles, QuoteWerks allows you to build custom solutions directly within a quote.
Sales reps can group items together on the fly, combining hardware, services, and support into structured sections without needing to create a permanent bundle first.
This flexibility is important for deals that do not follow a standard package and require customization based on the customer’s specific needs.