What is Product Grouping and how to activate it?

Modified on Mon, 8 Aug, 2022 at 10:24 AM

Product grouping is the splitting of the quoted products as per their category in quote email and PDF.


When you have too many different types of products(e.g. Electronics, Clothing, services, etc) in a quote and you want to categorize all the products for a better understanding. Then you can use the product grouping.


After your grouping is enabled for a quote, It will be looks like the below image.



You can enable the grouping settings for the Quotilio app -> Settings -> Customize Quote Email -> Item Group.



   




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