HubSpot Ideas

MarcL

Ability to create lists from Line items

Hi! 

My marketing team and I would appreciate more flexibilty to be able to build and create around line items in the deal.

We are using products which show as a line item in a deal in HubSpot to identify what product a customer has chosen. We also create and send quotes using this feature. The down side is, you are not able to generate a list off these items because it is not a deal property making it extremely difficuly to easily get an overview the line items.  Similarily, we are not able to filter a pipeline with line items to get a quick overview of line items for deals.

If there was an option to generate lists or an overview of line items this would add value to be able to see splits between products easily between countries or collectively. 

Thanks,
Marc

7 Replies
Aliciapsm
Participant

Hi!

 

I totally agree with you. We would also very much appreciate being able to use line items to filter the pipeline and to create lists. I cannot understand how that isn't possible or even a standard feature. For us it would be very useful. 

 

Thank you for taking it into consideration, Hubspot team

 

Thanks, Alicia

Hagland
Participant

This is of high value and something we "expect" to possible.

BFabrinGreen
Member

Totally agree. Why is this not possible?

TMajor
Member

Also agree with this.  This would also be a game changer when updating line item fields and also auditing the data for correctness.  It's must easier and quicker do complete these tasks in list views than in reports. 

CWoodforth
Member

Hi Team, Creating a list using line item properties would be incredibly useful, specifically since there is no ability to customise quote approvals based on discount applied. 

My workaround was going to be create an active list of open quotes where a line item has a discount applied over a certain amount. 

Then, the quote approval workflow can be triggered if the quote is in that list, and hasn't gotten approval yet. 

 

We have the ability to pull reports with line item properties, so I didn't realise this was a limitation for lists. 

 

Ideally if you guys improved this capability in the quote approval it would negate the need for the workaround, though this would still be a very useful feature to use for marketing campaigns. 

 

 

B-Dahl
Member

I'm trying to do the exact same thing. Our sales team is using line items well for their needs, but for marketing it would be great to pull lists of customers with specific products... same for our customer success team. Seems odd that I can't simply pull a list of all company's with product X or version X.

EBrown4
Contributor

It would be amazing if under CRM in the latest Hubspot version, there was an option called Line Items and you get a list view of all of the line items that have been created with options to edit colums so you can edit in the list (like you can with Deals in list view).  We use Line Items in our business to keep track of the services we are providing for each deal created and these often need individual amending in bulk (we are a property investment business and we can have many deals for each client contact and each of these deals can have a number of services attached as line items which works best for reporting and forecasting for us).  Please Hubspot have a look at this as it would be a game changer and help us to do away with our Sales Pipeline Excel spreadsheet that we still need to keep!  Thanks