Published at: 2025-10-31

Configure-to-Order for Product Bundles (CPQ Ordering)


For most manufacturing enterprises that require bundled product configuration, order placement, and Quotation scenarios, ShareCRM offers a dedicated solution:

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The specific configuration of CPQ bundles is managed in the Upstream admin console. Below we focus on how to place orders for bundled Products in the Downstream:

Adding Bundled Products to Cart (Applicable to SKU-based Enterprises Only):
In the Products list, click the bundle icon to the left of a bundled product to view its details and pricing. Add items to your Cart individually. Once completed, the product list will display a “[Configured]” label. Click “[Configured]” to reselect items.

Mobile Interface:
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Web Store CPQ Integration:
Browse bundled CPQ products in the store, add them to Cart with one click, or edit configurations later. Click “[Select Configuration]” to enter the bundled product selection interface:

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Enter quantities and add directly to Cart:
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The Cart supports secondary review and editing:
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Placing Orders for Bundled Products:
When creating a new order, select bundled products and configure them as needed. Below is the mobile interface example:
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