ConnectWise Bundles

For Project quoting, ConnectWise bundle integration is a must. They allow us to convert the ‘won’ quote to a Project without having to go and manually enter each Phase and Ticket by hand, including the budget hours to the tickets to track if we are over/under budget.

This saves a whole bunch of time when setting up the Project and is easy enough to find in the API - if “phaseProductFlag”: true on a product then go and look up the /procurement/products/{{product_id}}/components endpoint and it will show all the products that are part of the ConnectWise bundle..

But how you build that out in Salesbuildr, I don’t know. I would be nice though because it’s actually a very common thing in ConnectWise for controlling/quoting projects from the full lifecycle of the Opportunity.