Adding multiple products at deal level with different pricing

Smart CRM & Sales Hub CRM
1

Hi Everyone,

We have multiple products, but the pricing is different depending on the deal. What is the best way to add fields/sections to deals so that you can select a product and then place a value against it? Without having to have a long list in the left-hand sidebar.

2

@VRomano have you tried using Quotes? You can customize in there, including changing prices, adding discounts, and even adding fees.

3

We looked at it, but they don’t want to go that route. Do you know how I can link products to the right hand sidebar?

4

@VRomano if you use HubSpot Products, yes you can simply add products (line items) to a Deal, then in the Deal record on the right panel you’ll have “Line Items” with those products listed, which you can edit and include discounts & fees.

danmoyle_0-1671201894584.png
danmoyle_0-1671201894584.png673×576 36.1 KB

Hope that helps!

5

Thanks so much! That did the trick!

6

Hey folks, I would like to mention here the LineNer app - that offers automation via HubSpot Workflows and robust diversity of managing your products inside deals.

Best,

John