Contract Start and End Date at Line Item/Deal/Company Level
SOLVE
Hi All,
Apologies for this long complex message but I was wondering if anyone could offer some guidance. I am looking to add a Contract Start and End Date to Line items, and then add them to that Deal and then ideally we push it all the way to company level. Of course it gets a bit more complex at each level.
So each Line item we are looking to add a Contract Start and End Date too. Tried making End date just a formula but can't add Contract term to Contract start date without having to convert to ms.
Then at Deal level looking to add the start date and end date to the deal so we know when the deal is active. (Also ideally looking to add a formula field that if todays date is within the two dates then its active).
Finally looking to Company level if I could get the earliest Contract Start date at Contract Start Date and the latest End Date at end date that would be amazing. Apologies again for all of this but any help on any of this would be much appreciated.
To help you track Contract Start and End Dates here’s a simple guide to setting it up smoothly.
First, create custom properties for "Contract Start Date" and "Contract End Date" on Line Items. This lets you track dates for each product or service included in a Deal.
You can even set up an automated calculation for "Contract End Date" based on the Start Date and contract term (like a year or month duration).
Once the Line Item dates are in place, set up custom "Contract Start Date" and "Contract End Date" fields at the Deal level, you can use HubSpot workflows to automatically pull the earliest start date and latest end date from all associated Line Items, so the Deal shows the full contract period at a glance.
To make it even easier to track active contracts, create a simple status property that marks the Deal as "Active" when today's date falls within the contract range.
Finally, add the "Earliest Contract Start Date" and "Latest Contract End Date" properties to the Company level. A workflow can help here, too—this time to find the earliest start date and latest end date from all Deals associated with a Company.
This gives a complete view of all active and upcoming contracts for each client, straight from the Company record.
Setting up this flow will give you a streamlined view of contract dates across Line Items, Deals, and Companies, making it easy to monitor contract periods and identify active Deals and companies at a glance.
To help you track Contract Start and End Dates here’s a simple guide to setting it up smoothly.
First, create custom properties for "Contract Start Date" and "Contract End Date" on Line Items. This lets you track dates for each product or service included in a Deal.
You can even set up an automated calculation for "Contract End Date" based on the Start Date and contract term (like a year or month duration).
Once the Line Item dates are in place, set up custom "Contract Start Date" and "Contract End Date" fields at the Deal level, you can use HubSpot workflows to automatically pull the earliest start date and latest end date from all associated Line Items, so the Deal shows the full contract period at a glance.
To make it even easier to track active contracts, create a simple status property that marks the Deal as "Active" when today's date falls within the contract range.
Finally, add the "Earliest Contract Start Date" and "Latest Contract End Date" properties to the Company level. A workflow can help here, too—this time to find the earliest start date and latest end date from all Deals associated with a Company.
This gives a complete view of all active and upcoming contracts for each client, straight from the Company record.
Setting up this flow will give you a streamlined view of contract dates across Line Items, Deals, and Companies, making it easy to monitor contract periods and identify active Deals and companies at a glance.
Contract Start and End Date at Line Item/Deal/Company Level
SOLVE
Hi Khushboo,
I'm working on a similar use case involving a contract start date, contract end date, and term (in months) on the line item object. You mentioned:
"Set up an automated calculation for "Contract End Date" based on the Start Date and contract term (like a year or month duration)."
How did you implement this automated calculation? Currently, calculated fields aren’t supported on product or line item fields. While I can use a custom-coded action within a workflow, I'm facing an issue with triggering the workflow each time a line item is updated (especially when there are multiple line items in use).
Contract Start and End Date at Line Item/Deal/Company Level
SOLVE
Hi Khushboo!
Thank you very much for this. So I understand the logic I am just struggling to find how to actually complete these tasks.
So for example when I create the Contract Start Date I set it to Date Picker then if I create the formula End Date field it wont work with Contract Start Date as Date picker. When I then change to Single Line text it still doesnt have an output as Contract term is a Single line text and I can't change it so that Hubspot knows I am talking about Months, unless I manually change it to Milliseconds.
Secondly at Deal level when I create a workflow I can't find the option add the data of ALL Line items just Last Updated, Last Associated, First Created etc. Therefore how do I know Im combining all line items. As if I create 3 then first will be assigned and last will be but what about the middle one?
