Just realised, that Custom Line Item restriction is a moot setting. Users can simply edit the product line item completely.
Please make restrictions for users more robust (Or even just usable).
Right now, any sales user can select a line item from the product library > Ammend it > reconstruct the line item to something completely different.
So what is the point of restricting custom line item creation in the user settings?
-- A possible solution given to me by Orrin, Hubspot Assistant, is to use custom property editing restrictions - which is only available on enterprise plans.
I really don’t think such a basic feature of preventing users from messing with a company’s quotes & numbers should only be for enterprise plan owners. -- This means companies on pro plans and below can never scale or even have the opportunity to.
Yes this is odd when you open up editing to deals you also open up the line item editing and that can cause big issues in our data accuracy. It would be good to have the line items be locked out or select fields opened but by default to lock it.
We have determined specific prices in our product catalogue, but this seems to be of no use when the line items can be edited by anyone
looking into this today and finding still no fixed is super frustrating!
Hey, having the same issue
We have a strict pricing catalogue, the only field that should be editable is the discount.
It turned out after some time that people are just editing the price, so we cannot make an accurate analytics on “how many % discount we provide” etc.
Having Enterprise does not solve the issue either (just FYI). In addition to needing to be able to restrict which fields can be edited in a quote, we should also be able to restrict discount percentages BY PRODUCT (like a max discount) from the product library as a default.
Yes to everything above here, really puts restrictions on how the prodcut library can be used, when any user can just override whatever is defined in there.
+1
also upvote this post “Ability to lock down existing line item properties”
I can’t believe this is not already in place!
We are very strict about the naming and details of our Line Items, and I took a lot of time to ensure the permissions were set to restrict anyone editing them, but have been feeling like I’m going crazy for the last year because our Line Items kept being changed or deleted, and I had no idea how, only to find out today that allowing my Sales team to edit their deals they are working on, also gives them TOTAL EDIT ACCESS TO OUR ENTIRE PRODUCT LIBRARY.
This is honestly terrible Data management. Please update this ASAP.
Dear HubSpot, please help.
We really need this! Currently having to use custom UI extensions to put a QA stage gate in the pipeline to validate that the salesperson has not messed with the line items from their “base” state as supplied by our CPQ solution. Crazy that we had to go to such lengths when a simple View Only option would suffice.
Hi fellow community members,
I’m Jeannie, the new PM for Products & Line Items. Thanks for taking the time to share this feedback and explaining your use case. In the spirit of transparency, this is not currently on our roadmap, as our team is focused on other areas right now.
That said, I’m tracking this feedback and will revisit as priorities evolve. Please keep upvoting and sharing details in the comments. It’s been really helpful to inform the requirements for other features in the past.
Thank you!
Jeannie