{"id":34735,"date":"2025-12-08T17:10:54","date_gmt":"2025-12-08T17:10:54","guid":{"rendered":"https:\\/\\/www.teamgram.com\\/blog\/?p=34735"},"modified":"2025-12-08T17:17:53","modified_gmt":"2025-12-08T17:17:53","slug":"speed-up-your-quotes-with-product-sets-in-teamgram-crm","status":"publish","type":"post","link":"https:\\/\\/www.teamgram.com\\/blog\/en\/speed-up-your-quotes-with-product-sets-in-teamgram-crm\/","title":{"rendered":"Speed Up Your Quotes With Product Sets in TeamGram CRM"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The result: <strong>faster quotes, fewer errors, and more consistent pricing.<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">The Problem: Repeating the Same Work on Every Quote<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">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 \u201cstarter kits\u201d or bundles show up frequently. Typical configurations emerge for specific customer segments.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Without Product Sets, your sales team has to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Search for each product manually<\/li>\n\n\n\n<li>Add them to the pricing table one by one as line items<\/li>\n\n\n\n<li>Try to remember everything that should be included<\/li>\n\n\n\n<li>Risk missing items or creating inconsistent pricing<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Even if each quote only takes a few extra minutes, across a whole sales team this can add up to <strong>hours of lost productivity every week<\/strong> \u2013 and occasional embarrassing omissions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What Are Product Sets?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A <strong>Product Set<\/strong> is a predefined group of products that are often quoted together.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A product set definition includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Which products belong to the set<\/li>\n\n\n\n<li>Default quantities for each product in the set<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Once defined, the Product Set becomes available to your sales team while they\u2019re creating quotes in TeamGram CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Some common use cases include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Starter kits<\/li>\n\n\n\n<li>Multi-product configurations<\/li>\n\n\n\n<li>Training or installation services bundled with a product<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Creating a Product Set<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Product Sets can only be created by system administrators. Once created, they can be used by anyone when preparing sales quotes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you are a system administrator, follow these steps to create Product Sets for your team:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Control Panel > Product Settings > Product Sets<\/strong>.<\/li>\n\n\n\n<li>Click the <strong>Add<\/strong> button.<\/li>\n\n\n\n<li>Enter the name of your Product Set (e.g. <em>Starter Kit<\/em>).<\/li>\n\n\n\n<li>Select the first product in the set and enter its default quantity.<\/li>\n\n\n\n<li>Click <strong>Add product<\/strong> and repeat steps 3 and 4 as many times as needed.<\/li>\n\n\n\n<li>Click <strong>Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">You can create as many Product Sets as your business requires.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Using Product Sets in Sales Quotes<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To add all items in a Product Set into a sales quote, follow these simple steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Start creating a sales quote as you normally do.<\/li>\n\n\n\n<li>Above the pricing table, click the <strong>Product Sets<\/strong> button.<\/li>\n\n\n\n<li>You\u2019ll see a list of all available Product Sets. Select the one you want and click <strong>Add<\/strong>.<\/li>\n\n\n\n<li>All items in the selected set will be added to the pricing table as individual line items.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">From there, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Update individual quantities<\/li>\n\n\n\n<li>Apply discounts<\/li>\n\n\n\n<li>Change unit prices<\/li>\n\n\n\n<li>Remove items you don\u2019t need<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Everything works just as if you had added the products manually\u2014only much faster.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Why You\u2019ll Love Product Sets<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">Your Team Will Be More Productive<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">They Will Make Fewer Mistakes and Omissions<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">In a fast-paced sales environment, it\u2019s easy to forget an important line item or pick the wrong product by mistake\u2014especially in long quotes. Product Sets free your team from having to pick each line item separately, significantly reducing the chance of errors and omissions.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Your Quotes Will Be More Consistent Across the Whole Team<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">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\u2019t.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">New Sales Reps Will Be Onboarded Faster<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Start Using Product Sets Today<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Product Sets are a simple idea with a big impact: they turn your most common quote patterns into reusable building blocks.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Your sales team prepares quotes faster<\/li>\n\n\n\n<li>Customers receive complete, consistent offers<\/li>\n\n\n\n<li>Managers gain better control over what gets sold and how<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Product Sets are available in <strong>TeamGram CRM\u2019s Premium Plan<\/strong> at no additional cost. If you\u2019re already using TeamGram CRM for quotes and you\u2019re on the Premium Plan, you can start benefiting from Product Sets right away\u2014just define your first sets and let your team experience how much smoother quoting can be. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re not on the Premium Plan, you can <a href=\"https:\/\/www.teamgram.com\/subscriptions\/\">upgrade now<\/a> to start using this feature immediately.If you\u2019re 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. <strong><a href=\"https:\/\/www.teamgram.com\/en\/signup\/requestdemo\">Contact our sales team and book a demo<\/a>.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Do you often find yourself manually adding the same group of products to one quote after another? You\u2019re not alone. Many products and services are sold in bundles, and entering each item separately every time is both time-consuming and error-prone. That\u2019s why we\u2019re introducing a new feature in TeamGram CRM: Product Sets.<\/p>\n","protected":false},"author":2,"featured_media":34737,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_crdt_document":"","inline_featured_image":false,"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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Yurekli","author_link":"https:\\/\\/www.teamgram.com\\/blog\/en\/author\/ayurekli\/"},"uagb_comment_info":0,"uagb_excerpt":"Do you often find yourself manually adding the same group of products to one quote after another? You\u2019re not alone. Many products and services are sold in bundles, and entering each item separately every time is both time-consuming and error-prone. That\u2019s why we\u2019re introducing a new feature in TeamGram CRM: Product Sets.","jetpack_shortlink":"https:\/\/wp.me\/pgusnm-92f","_links":{"self":[{"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/posts\/34735","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/comments?post=34735"}],"version-history":[{"count":3,"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/posts\/34735\/revisions"}],"predecessor-version":[{"id":34741,"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/posts\/34735\/revisions\/34741"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/media\/34737"}],"wp:attachment":[{"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/media?parent=34735"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/categories?post=34735"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\\/\\/www.teamgram.com\\/blog\/en\/wp-json\/wp\/v2\/tags?post=34735"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}