HubSpot Ideas

IMroz

Copying Deal Line Items via Workflow

We currently have a Workflow set up to automatically create a renewal when a deal becomes Closed Won. While it copies the 'Amount'  and other info from the original deal, it does not copy the line items. This has to be done manually, which is extremely time-consuming and critical for issuing renewal quotes.  It would be extremely helpful to be able to copy the line items over when the renewal is created via a workflow.