NOTE: This is an advanced feature that is enabled on request.
NOTE: Bundles are available as part of Salesbuildr Advanced. Please reach out to learn more.
The case for bundles
Many MSPs bill customers based on the number of devices, users or tenants. They do this because it’s easy to explain and abstracts away the underlying complexity. To be able to track contract profitability, you need to make sure you keep track of everything you are being billed for in order to deliver your services. Some of the vendors will charge based on the number of devices (RMM Count) and some based on the number of users (Microsoft seat count).
How do bundles work in Salesbuildr?
Salesbuildr lets you sell the outcomes that your customers are looking to achieve, without adding complexity. We do this by enabling you to package any combination of hardware, software, services and labour into one single line item on a quote.
A Salesbuildr bundle consists of a parent bundle that contains multiple line items. The parent bundle will show up on the Salesbuildr quote, the Autotask quote will contain the individual line items.
While your customer only sees and approves a single line item, Salesbuildr will synchronise all underling items as line items on your Autotask quote. You can then convert the items on the approved quote to a recurring service contract.
Bundle Contents
In this article, we will show you how to set up a per-user bundle and convert that bundle to a recurring service contract that will invoice a single line to your customer.
The goal is to create a recurring service contract where we can keep track of profitability by keeping track of the revenue, and the cost for the licences where we will be billed for.
As an example, we will create a bundle in Salesbuildr called “Managed Services per user bundle”. This bundle contains the following services:
Managed user with a sales price of 100 and a cost price of 0
Saas protection with a sales price of 0 and a cost price of 10
Antivirus with a sales price of 0 and a cost price of 10
When we add this bundle to a Salesbuildr quote, the bundle will show up as a single line item for your end customer, while the contents of the bundle will be synchronised to the Autotask quote as seperate line items. You have the freedom to change the quantities and prices of the individual products in the bundles when editing a proposal.
As a result, the Autotask quote looks like this:
When converting the quote, the individual line items can then easily be converted to a recurring service contract:
When we invoice this contract, we want to change the related invoice template so that it does not show recurring services with a sales price of 0. These will be the services you need to procure and reconcile on a monthly basis, to deliver the managed service to your customer.
Follow the steps in the video below to hide 0 prices line items on recurring service contract invoices.
When you generate the invoice, the manage service will show up as a single line item, aligned precisely to what your customer approved to in the quote.
Watch the video below to see how to create this scenario step by step.