...
When you have a system design you would like to reuse re-use for another customer, you can save time by saving it as a System Package. This function is especially useful when you have created a detailed package, fully loaded with details such as isolators, framing, and cable sizes, in a quote layout you are happy with. This is then easy for sales staff to use.
...
Open an existing quote you would like to convert into a package.
On the Map page, click on the brown Package icon on the left and hit ‘Save Configuration as Package’
Set the package name and category (you can create a category from the admin menu > my business > Categories), and hit ‘Save’
Creating packages using the package builder
Go to more settings > system packages
Click ‘New System Package’
Set up the design with all components as required
Click the ‘Save’ package option - change the package name and category as required
Go to the Pricing page and set up the quote as required
...