While it is always best practice to build your costings in the content library versus a proposal, sometimes it just isn't feasible based on time constraints. So, in those cases where you just need to input a bunch of costings such as an event quote, then these placeholder bundles will do you right. They are handy to have and can be used effectively in a proposal costing to get items in quickly and break them into bundles that make sense such as decor/f&b/lighting and so on.
Here is how to simply build them:
1. In the content library build a line item product called placeholder
- best to build these in a folder called templates (easy to find) and make them global so you can use them for all of your destinations
- typically these will not have a provider attached - you can add these later in the proposal costing as you see fit
- add a sample price and sample markup - the amount doesn't matter, you will change once in the costing
2. Copy these line items and make several of them. You can number them if you wish, but it doesn't really matter.
3. Now, add a new bundle in the same folder - call it placeholder bundle
4. Now, this little handy bundle is ready to go into any proposal that needs a last minute costing.
5. You can add more bundles to the same event or copy the bundles while in the costing. You can also copy to add more line items to some for more items.
6. Now, you have a lot of line items and separated categories to add costings and margins to from a quote that you have in hand. Here is an example of a large event costing that has been done 'on the fly' from a decor quote.
7. By using these separate categories for costings, it also allows you to bundle things up by category or hide some contents and not others for the early stages of your selling. See example below:
8. Last note - these will (currently) not be able to be saved back to your content library, so only use them as needed ideally for specific quotes for 'one off' events that you will not be regularly needing for future proposals.