Make mandatory Product Line Items on Deals an option! [Revenue Reporting Issue]

ehm where can I find this option?

Just tried to enable it, but I don’t see any option for mandatory line items?

@NGray

Unfortunately, the new release doesn’t solve this. It only makes line items required upon deal creation, whereas it’s more needed as you’re moving through deal stages.
We have no idea what the line items will be when a deal first gets created, and we won’t have it finalized until the deal closes.

The new released doesnt even help the problem at all. How in the world did this get approved without the ability to require the line item at a custom point in the pipeline like every other field. Major L Hubspot. Please fix this ASAP.

HI ALL, see this HS update from last month. All are correct above that it is only optionally required upon deal creation; annoying for several reasons. An update to have it required by X stage would be very beneficial, Hubspot! https://www.linkedin.com/posts/hubspot-tips-and-tricks_orangehatalert-hubspottipsandtricks-hubspot-activity-7069636633007902720-FQ5M?utm_source=share&utm_medium=member_desktop

Recent release doesn’t address the main issue - the requiring of line items as you move through deal stages (e.g. at closed won, line items with an amount are required).

This fix addresses the few cases where (a) the line item is known at the opportunity / early stages; (b) the quantity is known; and (c) the price is fixed. Most deals will not have at least 1 of those aspects known at the time of deal creation.

Hoping this gets resolved ASAP as this proving a significant barrier to making Hubspot fully enabled in our business.

We have the same challanges and need this ability as well…

Fully agree - would really need this!

This is so important! We need this!

Would be super happy to see this implemented soon :slightly_smiling_face:

We would need to have the option based on deal stage, not upon deal creation, any updates?

This is a needed feature.

We need it too!
And also, the ability to add Line items as defaults when creating new deals manualy (CREATE DEAL Record).

Hi Folks,

This isn’t a direct solution but thought I would mention our app LinePilot in case it’s an option for some - it allows you to automatically add line items to your deals.

This means you can automate the work of getting Sales Reps to add line items to the deals, and it’s flexible enough that it can be used for multiple different deal/product groups, based on the information on the deals.

Hope that helps!

Harry

Founder, Weave + Blend

We need this capability as well! Please make this possible!

HubSpot, are you listening? This request dates back to 2021. I am currently seeking the ability to add a list of standard line items to a quote template. The purpose of obtaining such a list is to improve productivity efficiency. By having a standardized set of items, generating quotes can be streamlined and more efficient. This, in turn, can lead to improved profitability and customer satisfaction. Your assistance in providing such a list would be greatly appreciated.

Many clients requesting this feature

This would also be helpful for some of our clients that are growing their sales process and training members of the sales team for product-based services.

This is long overdue and needed. In addition to this certain properties need to be made mandatory when deals are at certain stages in the deal pipeline

Agreed - highly needed!