With Product Sets, you can define a group of products as a reusable bundle. Instead of selecting each line item one by one, your sales reps can add the entire set to a quote in a single step. TeamGram CRM automatically inserts all items in the set as separate line items, ready to edit if needed.
The result: faster quotes, fewer errors, and more consistent pricing.
The Problem: Repeating the Same Work on Every Quote
You may have noticed certain patterns in your sales quotes: the same combinations of products are offered together again and again. Standard installation or service packages repeat across many deals. Certain “starter kits” or bundles show up frequently. Typical configurations emerge for specific customer segments.
Without Product Sets, your sales team has to:
- Search for each product manually
- Add them to the pricing table one by one as line items
- Try to remember everything that should be included
- Risk missing items or creating inconsistent pricing
Even if each quote only takes a few extra minutes, across a whole sales team this can add up to hours of lost productivity every week – and occasional embarrassing omissions.
What Are Product Sets?
A Product Set is a predefined group of products that are often quoted together.
A product set definition includes:
- Which products belong to the set
- Default quantities for each product in the set
Once defined, the Product Set becomes available to your sales team while they’re creating quotes in TeamGram CRM.
Some common use cases include:
- Starter kits
- Multi-product configurations
- Training or installation services bundled with a product
Creating a Product Set
Product Sets can only be created by system administrators. Once created, they can be used by anyone when preparing sales quotes.
If you are a system administrator, follow these steps to create Product Sets for your team:
- Go to Control Panel > Product Settings > Product Sets.
- Click the Add button.
- Enter the name of your Product Set (e.g. Starter Kit).
- Select the first product in the set and enter its default quantity.
- Click Add product and repeat steps 3 and 4 as many times as needed.
- Click Save.
You can create as many Product Sets as your business requires.
Using Product Sets in Sales Quotes
To add all items in a Product Set into a sales quote, follow these simple steps:
- Start creating a sales quote as you normally do.
- Above the pricing table, click the Product Sets button.
- You’ll see a list of all available Product Sets. Select the one you want and click Add.
- All items in the selected set will be added to the pricing table as individual line items.
From there, you can:
- Update individual quantities
- Apply discounts
- Change unit prices
- Remove items you don’t need
Everything works just as if you had added the products manually—only much faster.
Why You’ll Love Product Sets
Your Team Will Be More Productive
Your team will complete the same quote with fewer clicks and spend less time searching for the right products. The time saved on quote preparation can be spent on more customer conversations and closing more deals.
They Will Make Fewer Mistakes and Omissions
In a fast-paced sales environment, it’s easy to forget an important line item or pick the wrong product by mistake—especially in long quotes. Product Sets free your team from having to pick each line item separately, significantly reducing the chance of errors and omissions.
Your Quotes Will Be More Consistent Across the Whole Team
Because Product Sets are shared across the team, they help everyone quote similarly in similar situations. Management gains more control over the structure and content of quotes, and it becomes easier to see what works and what doesn’t.
New Sales Reps Will Be Onboarded Faster
With Product Sets, even long and complex quotes are easy to prepare. New team members can start from proven bundles instead of building every quote from scratch. That shortens their learning curve, helps them become productive sooner, and reduces the training and oversight load on managers.
Start Using Product Sets Today
Product Sets are a simple idea with a big impact: they turn your most common quote patterns into reusable building blocks.
- Your sales team prepares quotes faster
- Customers receive complete, consistent offers
- Managers gain better control over what gets sold and how
Product Sets are available in TeamGram CRM’s Premium Plan at no additional cost. If you’re already using TeamGram CRM for quotes and you’re on the Premium Plan, you can start benefiting from Product Sets right away—just define your first sets and let your team experience how much smoother quoting can be.
If you’re not on the Premium Plan, you can upgrade now to start using this feature immediately.If you’re not using TeamGram CRM yet and want to see Product Sets (and our other sales tools) in action, this is the perfect time to explore how TeamGram CRM can help you sell faster and smarter. Contact our sales team and book a demo.