Product Bundle Proposal Form

Streamline Your Product Bundling Strategy with Paperform

Product bundling is one of the most effective strategies for increasing average order value and moving inventory—but creating bundles that are both profitable and operationally feasible requires careful planning. This Product Bundle Proposal Form is designed for e-commerce businesses, merchandising teams, and product managers who need a structured process for evaluating and approving new bundle ideas.

Why This Template Works for E-commerce Teams

Whether you're an online retailer, a wholesale distributor, or a direct-to-consumer brand, this template helps you capture all the critical information upfront: which products to include, proposed pricing, current inventory levels, and profit margin projections. By consolidating these details into a single, professional form, you eliminate back-and-forth emails and spreadsheet chaos, and give decision-makers everything they need to greenlight new bundles quickly.

The form uses Paperform's built-in calculation fields to automatically compute bundle pricing, discount percentages, and profit margins based on the components selected—so your team can experiment with different combinations and see the financial impact in real time. Conditional logic ensures that only relevant questions appear, keeping the form streamlined for different types of bundles (fixed vs. customizable, seasonal vs. evergreen).

How Paperform Powers Your Product Operations

With Paperform, this isn't just a data collection form—it's a workflow engine for your product team. Once submitted, bundle proposals can trigger automated actions via Stepper:

• Route proposals to the merchandising manager for approval
• Update your inventory management system or Google Sheets with pending bundle SKUs
• Notify the marketing team when a bundle is approved and ready for promotion
• Sync data to your Shopify, WooCommerce, or BigCommerce store via API

Because Paperform integrates seamlessly with tools like Airtable, Notion, Slack, and thousands of others via Zapier or Make, your bundle approval process stays connected to the rest of your e-commerce stack.

Built for Speed, Control, and Collaboration

This template is optimized for busy product and merchandising teams who need to move fast without sacrificing oversight. The clean, on-brand design (fully customizable to match your company style) makes it easy for team members across departments—buying, merchandising, finance, marketing—to submit well-thought-out bundle ideas. And with Paperform's roles and permissions, you can control who sees what, ensuring sensitive margin data stays internal while creative teams focus on the customer experience.

Ready to launch bundles that sell and scale? Start with this template and adapt it to your catalog, pricing model, and approval workflow—no code required.