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Ability to Clone Line Items from one Deal to another

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Statut : Idea Submitted
RRoseberg58
Soumis par le ‎oct. 29, 2024 3:35 PM
It would be great to have more control over cloning Line Items via workflows. For example, if you create a renewal deal from one deal via workflow, it would be great to be able clone same line items over.
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AnnaBaskey
Participant
‎déc. 1, 2025 6:11 AM

Hey @RRoseberg58,

 

as I think you already know, HubSpot offers the cloning of deals within the old deal. However, I see your issue with cloning Line items, especially within a workflow! I know that HubSpot currently doesn't offer this feature. Many of our clients have faced these problems before which is why we build an app for this. There are multiple apps out on the Marketplace like Cloner & CloneAttack which make it possible to clone deals and line items. However, they come with subscription plans that restrict the amount of deals you can clone. If you have a big capacity of deals you want to clone, our app might be for you since it has no limits on how many deals you can clone. There is only one subscription level and it lets you clone as many deals as you like! Our apps have been in use with some of our clients for years now and are therefore tried and tested!

You can check out the app on the marketplace and visit our documentation site for more info! We always provide a 14 day free trial when first installing the app. After that, if you find it useful and want to use it longer, it is 9,99 per month or 99,99 for the yearly subscription.

If you have any questions regarding our apps, you can simply ask us via apps@baskey.eu or book a free of charge meeting with one of us! We are always happy to help, so don’t hesitate to contact us!

 

Hope this helps!