SOLUTION BUNDLES

Service Bundles

Sell the bundle, deliver the lines. Package hardware, software, services, and labor into standardized offers your team quotes in a single line, while Salesbuildr keeps every individual component synced to your PSA for accurate margins, billing, and delivery.

One line to quote, full detail to your PSA Standardized pricing, better margins
app.salesbuildr.com
Products
+ New product
Catalog items18
Bundles3
Recurring SKUs7
One-off SKUs11
NameTypeBillingPrice
Secure Workplace Pack Bundle Bundle Mixed from €189/mo + hardware
ClearStack Endpoint AgentSoftwareRecurring€4.50/mo
Bright Harbor Onsite LaborServiceOne-off€95/hr
TriadOps Firewall ApplianceHardwareOne-off€1,149.00

Click the Secure Workplace Pack bundle to see one-off and recurring lines inside.

Explore the bundle · one-off + recurring lines in one package

HARDWARE · SERVICES · SOFTWARE · LABOR · ONE BUNDLE, ONE LINE
THE BASICS

What Are Service Bundles?

Service bundles combine multiple products and services into a single, cohesive package. Instead of selling individual components separately, bundles let you create standardized offerings that simplify pricing, improve margins, and deliver comprehensive solutions to your clients.

Hardware

Servers, workstations, networking equipment, and infrastructure components.

Services

Managed services, support, monitoring, and maintenance offerings.

Software

Licenses, applications, security solutions, and cloud services.

Labor

Professional services, implementation, training, and consultancy hours.

WHY BUNDLE

Why Use Service Bundles?

Bundles transform how you package and price your services, creating better outcomes for both your business and your clients.

Simplified Pricing

  • Clear, transparent pricing structures
  • Reduced complexity in proposals
  • Easier for clients to understand value
  • Streamlined quote generation

Better Margins

  • Optimized pricing across components
  • Reduced price erosion from itemization
  • Value-based pricing models
  • Improved profitability per deal

Standardization

  • Consistent service delivery
  • Repeatable business processes
  • Scalable operations
  • Quality assurance across clients
HOW IT WORKS

How Bundle Creation Works

Create comprehensive service packages that combine all the components your clients need in one streamlined offering, and quote them in a single line instead of a dozen.

1

Select Components

Choose from your hardware, software, services, and labor offerings to build the perfect package.

2

Set Bundle Pricing

Define competitive pricing that maximizes value while maintaining healthy margins.

3

Configure Options

Set up variations, quantities, and customization options for different client needs.

4

Deploy to Proposals

Use your bundles in proposals and the storefront with consistent pricing and professional presentation.

Streamlined Package Creation

Transform complex multi-component offerings into simple, profitable packages that clients love and your team can deliver consistently, without rebuilding the quote from scratch every time.

1 line
Replaces a multi-item build in a proposal · one bundle price for the client to review and sign
75%
Faster quote generation on average when reps quote from bundles instead of building line by line
Zero
Rework between what was quoted and what lands in your PSA as billing and delivery items
UNDER THE HOOD

Smart PSA Integration

When you create a proposal with bundles, Salesbuildr automatically pushes all individual line items to your PSA platform, not just the bundle summary. This ensures complete visibility and control throughout your entire business process.

Profitability Tracking

Individual line items enable precise profitability measurement across all bundle components, giving you clear visibility into margins.

Billing Reconciliation

Accurate line-item details ensure your billing reconciliation matches exactly how you quoted, eliminating discrepancies.

Proper Invoicing

Line items carry through to the ticket or sales order created from an approved quote, so invoicing reflects what the client actually signed. Recurring service lines skip that path and go straight into a PSA contract instead.

Recurring Lines Become a PSA Contract

Approve the quote, then click Add Items to Contract to push the recurring service lines into your PSA. Autotask creates a Recurring Service contract with the items as contract services, or adds them to an existing contract. ConnectWise creates a Finance Agreement, recurring type, with the items as agreement items. One-time products still route through instead. The contract stays linked back to the quote for the audit trail.

The Best of Both Worlds

Your clients see clean, simple bundle pricing in proposals, while your PSA platform receives detailed line items for operational excellence.

This dual approach delivers professional client presentations without sacrificing the detailed data you need for business management.

PART OF THE SALESBUILDR PLATFORM

Bundles Don’t Work Alone

PORTFOLIO

Product portfolio

Bundles draw their components straight from your approved product portfolio, so pricing and margin rules stay consistent everywhere they’re used.

TEMPLATES

Proposal templates

Bundles plug straight into your proposal templates, dropping in as a single priced line with the professional presentation your clients expect.

STOREFRONT

Customer storefront

Publish bundles to your branded customer storefront so clients can self-select standardized packages without a back-and-forth on scope.

PROOF POINTS

MSPs Standardizing Their Offer with Salesbuildr

Bundles work best on top of a clean, consistent portfolio, here’s how MSPs got there.

Nostra team accepting the Pax8 Beyond Peak Performance EMEA award
Nostra logo

Nostra: From half a day to a couple of minutes

How a 350-person Irish IT provider replaced manual, error-prone proposals with one source of truth, cutting proposal time by 90%.

Read case study
Urban Network office signage
Urban Network logo

Urban Network: One portfolio, zero sync errors

How a mature UK MSP built 12–15 templates covering 90% of its business and eliminated Autotask sync errors overnight.

Read case study
Logivision Technologies team photo
Logivision Technologies logo

Logivision: From copy-paste chaos to templates

How a 20-person Ohio MSP killed embarrassing pricing errors with smart templates and real-time distributor pricing.

Read case study
FAQ

Frequently Asked Questions

Common questions about Salesbuildr service bundles.

What are Salesbuildr service bundles?

Service bundles combine multiple products and services, such as hardware, software, managed services, and labor, into a single, cohesive package. Instead of selling individual components separately, bundles let you create standardized offerings that simplify pricing, improve margins, and deliver a complete solution to clients in one line on a quote.

Do bundle line items sync to my PSA, or just the bundle total?

Both. Your client sees one clean bundle price on the proposal, but Salesbuildr pushes every individual line item behind that bundle to your PSA, not just the summary. That gives you accurate profitability tracking, billing reconciliation that matches exactly how you quoted, and proper invoicing on every component.

What can I include in a bundle?

Any mix of hardware (servers, workstations, networking equipment), services (managed services, support, monitoring), software (licenses, security, cloud), and labor (implementation, training, consultancy hours) drawn from your existing product portfolio.

Can customers self-select bundles in the storefront?

Yes. Pre-configured bundles can be published to your branded customer storefront, where clients browse and select standardized packages themselves, reducing back-and-forth on scoping and speeding up smaller deals.

Do bundles actually improve margins?

Bundling reduces the price erosion that happens when clients pick apart an itemized quote line by line. Value-based bundle pricing, combined with automation rules across the components, typically improves profitability per deal compared to selling the same components individually.

Have another question? Email us or book a demo and we’ll get back to you within one business day.

Ready to Create Service Bundles?

Discover how Salesbuildr’s bundle management helps you package services for better margins and simpler sales.