Bundle Up: The Smart Way to Build Quotes That Close

Welcome to our winter "Bundle Up" series! Over the next few weeks, we’re taking a seasonal spin on smarter quoting with insights and strategies to help you make the most of quote•hapily’s new bundling feature. From smoother sales to bigger deals, we’re showing you how bundling can transform the way you build quotes, delight your buyers, and simplify your sales process.

This week, we’re hitting the slopes with a closer look at why bundling quotes is like packing for the perfect ski trip — because when you’ve got all the essentials, everything runs smoother. ⛷️

When you’re heading to the slopes, packing isn’t just a checklist — it’s a strategy. You wouldn’t show up for a ski trip without skis, boots, gloves, and goggles.

Each piece is essential for making your run smooth, safe, and enjoyable. Leave something behind, and your perfect day can quickly turn into an uphill battle (literally).

Quoting is no different. Every product, service, and discount you include is a key piece of the puzzle, working together to deliver a complete, compelling package for your buyer. That’s where bundling comes in.

Why Bundle Items on a Quote?

Imagine you’re outfitting someone for their first ski trip. You could sell them skis and boots individually, but bundling them with poles, goggles, and gloves makes the offer more appealing — and it ensures they’re fully equipped for the experience.

Bundling quotes works the same way. By grouping complementary products and services, you’re not just simplifying the buying process; you’re also enhancing the value of the deal.

Buyers get everything they need in one streamlined package, and your team spends less time piecing it all together.

Here’s how bundling can transform your quoting strategy:

• Sell More with Ease: Offering bundles encourages buyers to add more to their purchase. Just like suggesting goggles with skis, bundling complementary products boosts deal value with minimal effort.
• Save Time: Pre-configured bundles mean no more manually adding items to quotes. Your team works faster, quotes smarter, and spends less time on admin.
• Delight Your Buyers: Bundling creates a tailored, all-in-one solution for your buyer’s needs. When they see everything they need in one place, saying “yes” becomes a no-brainer.

The Value of Bundling in Your Strategy

Bundling isn’t just about convenience — it’s about delivering a better experience for everyone involved.

For your team, it simplifies the sales process, reduces manual errors, and saves precious time.

For your buyer, it offers clarity, consistency, and confidence in their decision.

Incorporating bundling into your strategy can also unlock new opportunities to cross-sell and upsell. By presenting related products together, you’re helping buyers discover more value in your offerings while driving higher revenue for your business.

The Slope to Success Starts Here

Think of bundles and packages as your sales strategy’s version of a ski lift — easily pulling every critical component together so you can glide smoothly to success (cheesy we know, but it get's the job done!)

With bundling, it’s never been easier to group products, services, and discounts into a seamless package that works for your team, your buyers, and your bottom line.

Ready to make quoting as smooth as a perfect ski run? Request a demo to see quote•hapily in action or start your free trial today!