When updating a product (line item) description this will not pull through the updated description to deals already produced. When you initially create a quote it will pull the description through, if that description is updated after the fact you will be required to manually update the deal(s), this seems a bit of a functionality gap.
Has anyone come across a solution for updating product descriptions in current deals?
Yes the Product Library today is a repository of product 'templates' that speed the task of adding line items to deals and quotes. A line item added from the Product Library is a copy of the product library object.
However, each line item created has a property "hs_product_id" which records the "ID of the product this was copied from"
So with Operation Hub custom-coded workflow actions, (or a custom app) that triggers when a product description is updated, you could copy the updated product library descriptions to any line items on active quotes and deals that were originally copied from that product.
There would be a bit of work involved, but like many things in HubSpot, there is usually a way to do it even if the HubSpot platform does not offer the feature by default.
Yes the Product Library today is a repository of product 'templates' that speed the task of adding line items to deals and quotes. A line item added from the Product Library is a copy of the product library object.
However, each line item created has a property "hs_product_id" which records the "ID of the product this was copied from"
So with Operation Hub custom-coded workflow actions, (or a custom app) that triggers when a product description is updated, you could copy the updated product library descriptions to any line items on active quotes and deals that were originally copied from that product.
There would be a bit of work involved, but like many things in HubSpot, there is usually a way to do it even if the HubSpot platform does not offer the feature by default.