Yes this should be done!
Same problem. Any resolution or workaround?
This should be abled the same you can add mandatory properties to different stage of a deal since you might not know what you end up actually selling in the end of the sales process.
We are also looking for a resolution of the same problem!
It’s shocking that one of the most fundamental parts of doing business, actually selling products and services, seems to be the least developed area in HubSpot. The rest of the platform is robust, yet line items still lack even the most basic functionality, like required fields. It’s frustrating to invest this much in the platform and still be missing such a core capability. After 4+ years for this idea alone, where is Hubspots head with this one?
Sales reps add line items to deals but sometimes can forget to popultae a field. Marking line item fields as mandatory is essential.
Making updates to Line Items mandatory when moving a Deal through the pipeline is absolutely necessary.
Sending a Task or a Notification to the Deal Owner is not a valid solution, as these notifications can get lost in the process and/or people think they will get to it later and forget. Making it mandatory when moving the Deal through the funnel is a better idea for everyone involved and it is surprising that this has not been considered yet.
This idea has been opened for years, getting an update from the HubSpot Product or Dev team would be great.
Just like HubSpot is ignoring our need for deals in forms, this seems like a pipe dream, despite most companies needing it.
Hi All,
I am the product manger for the Products & Line Items team and wanted to send a quick note to let folks now that we’re exploring different ways to make line items mandatory or required. We do not currently have a timeline for a solution to support the use cases presented, but will continue to update this Idea as progress is made. Thanks for your patience!
Best,
Brannon
Hi! This is great news. We really need it and are struggling a lot without
it. Let us know if you need any input or specific examples.
It is also important that it is made conditional (and not only conditional
per pipeline). We include both small and large deals in same pipeline for
all of our products. For some amounts line items should not be mandatory,
but for example above 3000 USD it should. So preferably a flexible
condition that can control this.
Best
Kristiina
Great post from @BAdlesh about the potential of mandatory fields on line items. Really need this a lot.
Would be great if there will be a timeline announced..
This feature is already available for years within Pipedrive and Salesforce and is a minor tweak, but a massive quality of life update.
The idea is from 2021..
Replied to this idea in 2024, in 2026 this is still a much needed feature. So great to hear it is being reviewed.
There is a counter (# of line items) on the deal that’s auto calculated. Maybe that coudl be used in a stage conditional logic? In general though we need the conditional logic to be enhanced so all for checking properties of associated deal objects specially line items. For us, not only there must be at least one line item, it must poccess certain values as well. None of this is doable in the conditional logic UI. Sure we have workflows checking and moving delas backwards with notifications, but it’s very reactive and confusing to users.
We really need this!