Save Time and Never Miss Anything with BlueRockTEL Bundles

The Problem Bundles Solve

When creating a customer billing record, you need to remember all the articles: licences, installation fees, recurring subscriptions. Going article by article, the risk of omission is real — and an omission means lost revenue.

BlueRockTEL bundles solve this problem by grouping articles commonly sold together into a single reusable template.

The Three Article Categories in a Bundle

A bundle can contain articles from three categories:

• Licences — For example 3CX licences, typically billed annually with automatic renewal
• One-time charges — Installation fees and equipment, billed once
• Recurring subscriptions — Monthly plans and packages

Using a Bundle When Creating a Record

When creating a new billing record, simply insert a bundle with one click. All three categories of articles are automatically populated in the record.

Customisation After Insertion

Inserting a bundle is not final. Once the articles are in the record, you can freely:

• Adjust quantities
• Add articles not included in the bundle
• Remove articles not relevant for this customer
• Add specific notes or comments

From Creation to Contract

Once the record is complete, you can generate commercial documents directly: quotes, proformas or contracts. Email delivery is built in, as is moving directly to production and immediate invoicing if needed.