topic Product Packages - how to represent? in Tips, Tricks & Best Practices

Product Packages - how to represent?

Stillskill — Tue, 01 Feb 2022 20:44:40 GMT

Hi there,

We're on Sales Professional.

Our company has about 6 events a year that happen in person. We sell different sponsorship opportunities/products for the event including things like:

Stage sponsorship - having a stage at the event branded by the company
Special Events - we put on a dinner/concert/etc. in partner with the sponsor and the sponsor brand is featured heavily

Based on the amount of money the sponsor spends with us on those sponsorship products, they fall into different partner tiers. Those tiers are then given a "partner package" which is basically extra products like:

1 branded email; 1 social post; 1 branded newsletter; 50 passes

I'm trying to figure out how we can group products into a package so that our reps can just add "gold package" or whatever, and have all those line items appear. I'm trying to avoid having them manually add the line items one by one since it's tedious and ripe for human error.

Anyone have a similar setup?

Re: Product Packages - how to represent?

Bryantworks — Wed, 02 Feb 2022 12:11:56 GMT

Hey @Stillskill,

I don't think you can currently do this, but could you not setup each package with a description of what's provided and have the rep just select that singular item?

Re: Product Packages - how to represent?

Stillskill — Wed, 23 Mar 2022 14:19:21 GMT

If anyone stumbles upon this, I was able to make this happen using a paid Zapier account. I have a field on the Deal that will trigger a Zap when specific options are selected. I select "new deal property change" to select the field on the Deal, then "filter by zapier" to specify the option selected, then "create line item" to create the line item, then "associate line item" so that the item appears on the deal. I had to repeat the "create line item" and "associate line item" for each product I want to add, but was able to do that all within the same zap with the paid account.

Re: Product Packages - how to represent?

BCSalesOps — Thu, 28 Apr 2022 20:24:58 GMT

We just came up against this same issue. We have 2 product lines and each product line has 2 different packages. The same individual product might fall into multiple different packages. We can't just create a single product for Packge01 with a description of the included items because most of the line items are actually usage rates that have to be represented on the Quote even though they have 0 units assigned to them at the time of signing.

One work-around is to create 4 versions of every product, each with the same name/description/pricing but with different SKU depending on the package they are in. But that creates a LOT of work to change the price for one product. I'd have to change the price 4 times, one for each package version.

I would love to see two product features related to this issue:

1. Ability to create multiple packages by reusing a finite set up products (meaning productA could be in package01 and in package02

2. The ability to set workflows using triggers for pricing modifications within the Line Items section. For instance if I add 3 products to the deal card a discount of 15% is automatically applied. If I remove one, the discount disappears.

3. OR the ability to set discounts at the Product level (eg. For productA (Pro bundle) I could apply a 25% discount at the product level that is defaulted when the product hits the Deal card.) Ideally this could be applied at the package level if that gets built out.

Re: Product Packages - how to represent?

kvlschaefer — Fri, 29 Apr 2022 13:02:11 GMT

Thanks for sharing this workaround, @Stillskill!

Re: Product Packages - how to represent?

kvlschaefer — Fri, 29 Apr 2022 13:05:16 GMT

Hi @BCSalesOps,

Thank you for sharing these workarounds, and for your feedback as well!

I would highly recommend you to please post this feedback at our ideas forum (here).

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

Thanks!

Best,

Kristen

Re: Product Packages - how to represent?

GFerber — Fri, 27 Sep 2024 16:16:01 GMT

This feature seems to be on the roadmap for several years now. it is a pretty basic feature every CRM out there has...

Re: Product Packages - how to represent?

GFerber — Fri, 27 Sep 2024 16:48:29 GMT

would you mind sharing which Zapier module did you use? is it a customized service or off-the-shelf product?

Re: Product Packages - how to represent?

DariaVey — Thu, 04 Dec 2025 13:10:35 GMT

Hi @Stillskill

I know some time has passed and you may have already found a solution, but just in case - this might still be useful.

If you're open to using third-party apps in HubSpot, LineNer or Copy Line Items could help a lot. With them, you can create templates or bundles so your reps can insert a full “Gold Package” instantly - no manual line-by-line adding.

Also, HubSpot now offers bundles, which can be very convenient too: Bundles