Setting Up Your Packages & Add-Ons

Now comes the fun part! Setting up what you sell in Releventful. Here you can describe your product with text and images and add set things up so you can optimize your customers experience.

Create Your Packages

To add a package

  1. Click on Templates (icon shown above) in the side navigation, then choose Package Templates

  2. Click Add Package

Package Info

Fill out the information about your package

ℹ️ Note: have fun with formatting the description to make it represent your brand!

Package Add-Ons

Package add-ons are items that you may want to include with the package.

ℹ️ Note: all add-ons added below will be included with the package price. Remove the package price if you want them to be priced separately.

To add an add-on to the package

  1. Click on the Add-Ons tab

  2. Click Add Package Add-On and select the add-on you would like to add or click Add New Add-On to add a new add-on.

Package Fees

Package fees are any additional fees that you may include with this package.

ℹ️ Note: Fees are not included with the package price and are calculated separately.

To add a package fee

  1. Click on the Fees tab

  2. Click Add New Fee

  3. Fill out all of the fee details and click Save

Package Inventory

Package inventory is any inventory that you always need with this package. Any inventory added here will be added to invoices automatically when this package is included on the invoice.

To add package inventory

  1. Click on the Inventory tab

  2. Under Find Inventory, type in the inventory name you would like to add and click on it to select that inventory

  3. Under Inventory Quantity, enter the quantity of that inventory that is included with this package

  4. Click Add next to the inventory row to add that inventory to the package.

Package Gallery

Package galleries can be enabled in your proposal templates. All of the images you add here can be used to show your customers about this package.

To add images to your image gallery

  1. Click Add Image

  2. Either drag the image into the Upload Document dialog or click Choose a file to select the image file from your device.

After you have added your images, click View Gallery to view the image gallery.

Create Your Add-Ons

To add an add-on

  1. Click on Templates (icon shown above) in the side navigation, then choose Add-On Templates.

  2. Click Add Add-On

Add-On Info

Fill out the information about your add-on.

ℹ️ Note: have fun with formatting the description to make it represent your brand!

Add-On Inventory

Add-On inventory is any inventory that you always need with this add-on. Any inventory added here will be added to invoices automatically when this add-on is included on the invoice.

To add add-on inventory

  1. Click on the Inventory tab

  2. Under Find Inventory, type in the inventory name you would like to add and click on it to select that inventory

  3. Under Inventory Quantity, enter the quantity of that inventory that is included with this add-on

  4. Click Add next to the inventory row to add that inventory to the add-on.

Quick Links

Learn about our Inventory Management

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