HubSpot Ideas

BenjaminOng

Fix Restrictions To Line Items

Just realised, that Custom Line Item restriction is a moot setting. Users can simply edit the product line item completely. 

Please make restrictions for users more robust (Or even just usable).

Right now, any sales user can select a line item from the product library > Ammend it > reconstruct the line item to something completely different. 
So what is the point of restricting custom line item creation in the user settings?

-- A possible solution given to me by Orrin, Hubspot Assistant, is to use custom property editing restrictions - which is only available on enterprise plans.

I really don't think such a basic feature of preventing users from messing with a company's quotes & numbers should only be for enterprise plan owners. -- This means companies on pro plans and below can never scale or even have the opportunity to.

6 Replies
jgillan
Member

Yes this is odd when you open up editing to deals you also open up the line item editing and that can cause big issues in our data accuracy. It would be good to have the line items be locked out or select fields opened but by default to lock it.

Jakkovanalphen
Participant

We have determined specific prices in our product catalogue, but this seems to be of no use when the line items can be edited by anyone

Bibs_Broadbent
Participant

looking into this today and finding still no fixed is super frustrating!

HOlszowski
Member

Hey, having the same issue

We have a strict pricing catalogue, the only field that should be editable is the discount.

It turned out after some time that people are just editing the price, so we cannot make an accurate analytics on "how many % discount we provide" etc.

SDiscepolo
Member

Having Enterprise does not solve the issue either (just FYI).  In addition to needing to be able to restrict which fields can be edited in a quote, we should also be able to restrict discount percentages BY PRODUCT (like a max discount) from the product library as a default.  

Voltron
Participant

Yes to everything above here, really puts restrictions on how the prodcut library can be used, when any user can just override whatever is defined in there.