Option to automatically add a product to a deal with workflows

You would think a company with a 12.8 billion dollar market cap could move a little faster on these issues. It would be great to then send an email with that quote automatically.

Another vote for this one, we have workflows assigned to specific EOI’s and would love to be able to auto-apply a product for these deals so we can forecast our release ROI pre-product launch.

Hey @MeganLegge any updates on this?

Many people are waiting for news :slightly_smiling_face:

I agree - we really have been looking for ways to link products to certain automations. This way we can create tasks based on specific products, deliver specific content to customers based on product (such as manuals), and overal market to users specifically based on the products they are interested in.

Thank you!

Hi all,

This is still on our radar, though there are a couple blockers we need to deal with before we could implement something like this. We’ll continue to explore our options, as we know this is a need many of you have. I appreciate the continued feedback and use case specifics, which help us ensure we’re working on the right solution.

Best,

Megan

We would love to have this as a function as we have just done a major update to our products and are scaling and need more reports on Products

Yes please, this is an absolute must!

Agree. As a SaaS business trying to track free trialist to paying customer, automating products in deals would be very helpful.

Hey folks - my name is Ethan and I’m the Product Manager responsible for Quotes and the Product Library at HubSpot. This idea is something that’s actively on our radar and I’m working with our team to prioritize it. I can’t give you a definite date, but workflow actions for Quotes, Products, and Line Items is top of mind for us going into 2021.

Upvoting on behalf of a customer! Would be super useful for them to be able to automate the deal creation of renewal deals and copy over line items from the old deal to the new deal.

In order to increase efficiency for sales teams, and maintain a clean set of data for reporting purposes, it would be great if you could add line items to a deal within a workflow!

Agreed! This is an easy miss for sales and it would be great to have this automatically assign. We pull product in via a contact property so it would be great to either use that property to update OR have the abillity to select the line item on a form to avoid having to use the contact property all together.

That would be a really great feature. We could then automatically offer training on certain products as an optional service.

This would be very helpful and definately make Hubspot more user friendly.

Yes please

Yes, this seem like obvious functionality to add and would greatly improve our processes.

100%! We are working on some migrations and it is a really important gap that makes us have to create an App and do it through API. Adding the option of add line items to deals using workflows would be amazing!

Yes please.

This would be particularly useful for businesses that have a large range of products that are supplied as part of an installation of the ‘master’ product.

eg. Master Product 1 contains line-items, some of which have a quantity of 10 or more. Very time consuming and virutally unuseable at the moment with this scenario.

Yes yes yes