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Use AutoTask Service Bundles in quotes

Feature Request

At the moment you can add Services to a quote on a recuring base. AutoTask also provides Service Bundles which adds different services to 1 bundle. We would like to have this feature available in SalesBuildr

5 comments

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Comments5

  • Purple Exoplanet

    •

    May 13

    Can you please revisit this - it doesn’t pipe a Service Bundle (a specific bundle item, which is a collection of Services) into Autotask correctly by making a SalesBuildr Bundle. SalesBuildr Bundle converting to AT becomes a manual process.

    • Kristel Anne Reyes

      Team•

      May 14

      @Warrick Ward the status of this feature request is changed back to ‘New’. This is not in our pipeline yet. We will keep you updated through this post if the status changes.

  • Victor Raessen

    Team•

    Mar 10

    **Antoine de Keizer** (2022-06-02): I really need this feature in Salesbuildr, because we have many Service bundles. Due to the fact that this isn't possible, we still have to rely on older ways to make quotes. This takes a lot more time and mistakes are easily made! Make Services bundles available in Salesbuildr now.

  • Victor Raessen

    Team•

    Mar 10

    **Eric Knops** (2023-02-05): We released a bundle function in Salesbuildr. We think this offers more flexibility as the Autotask bundle option. See https://www.salesbuildr.com/blog/introducing-bundles-from-salesbuildr for more.

  • Victor Raessen

    Team•

    Mar 10

    **Bart** (2025-11-19): How will this feature will be prioritized , because the first comments are from 2022... In the world of MSP it is getting more important to work with service bundles due the fact that services consist of more and more components. So bundles are unavoidable. Please keep me in touch.