Configure

Reps add products and build bundles from the catalog, with rules checking every choice.

Reps browse the product catalog from the Proposal and add products. For bundles, they pick features, options and attributes, and configuration rules check the choices as they go.

• Bundles can contain other bundles, up to a set depth.
• Each line item keeps its own configuration, so you can see later how a product was set up.
• Everything happens inside Salesforce Sales Cloud, on the Proposal attached to the Opportunity.