HubSpot Ideas

JoeDavies

Make mandatory Product Line Items on Deals an option! [Revenue Reporting Issue]

As the ARR & MRR reporting is based around these properties, which are calculated via the Line Items, it's essential for accurate reporting that it be possible to make adding them to Deals mandatory.

I've worked with a few organisations where this has been an issue now, and while creating 'Missing Line Item' tasks and reminder notification workflows for the sales reps helps, there are always going to be Deals here and there missing Line Items with the current, and so Annual & Monthly Revenue Reporting inaccurate.

If it were simply possible to enforce the addition of Line Items so as to move between stages, or move the deal to Closed Won, the problem would be solved.

As it currently stands I have a few clients with this issue, and I'm seeing between 40-60% completion of deals with associated product line items - making these key reporting properties unreliable and incomplete.

Would be great to see a fix for this! 

77 Replies
LBrok
Member

Just tried to enable it, but I don't see any option for mandatory line items?

@NGray 

noahmckeon
Top Contributor | Elite Partner

Unfortunately, the new release doesn't solve this. It only makes line items required upon deal creation, whereas it's more needed as you're moving through deal stages.

We have no idea what the line items will be when a deal first gets created, and we won't have it finalized until the deal closes.

BAnderson52
Member

The new released doesnt even help the problem at all. How in the world did this get approved without the ability to require the line item at a custom point in the pipeline like every other field. Major L Hubspot. Please fix this ASAP.

ellejaeger
Participant

HI ALL, see this HS update from last month. All are correct above that it is only optionally required upon deal creation; annoying for several reasons. An update to have it required by X stage would be very beneficial, Hubspot!    https://www.linkedin.com/posts/hubspot-tips-and-tricks_orangehatalert-hubspottipsandtricks-hubspot-a...

JDaly89
Member

Recent release doesn't address the main issue - the requiring of line items as you move through deal stages (e.g. at closed won, line items with an amount are required).

 

This fix addresses the few cases where (a) the line item is known at the opportunity / early stages; (b) the quantity is known; and (c) the price is fixed. Most deals will not have at least 1 of those aspects known at the time of deal creation.

 

Hoping this gets resolved ASAP as this proving a significant barrier to making Hubspot fully enabled in our business. 

RBadawi
Member

We have the same challanges and need this ability as well.... 

GA7
Member

Fully agree - would really need this! 

JFeighery
Participant

This is so important! We need this!

Ahmed_Hassan
Participant

Would be super happy to see this implemented soon 🙂 

KRi23
Participant

We would need to have the option based on deal stage, not upon deal creation, any updates?

johelge
Member

This is a needed feature. 

Rubi_MedMen
Contributor

We need it too! 
And also, the ability to add Line items as defaults when creating new deals manualy (CREATE DEAL Record). 

 

HBevan
Participant

Hi Folks,

 

This isn't a direct solution but thought I would mention our app LinePilot in case it's an option for some - it allows you to automatically add line items to your deals.

 

This means you can automate the work of getting Sales Reps to add line items to the deals, and it's flexible enough that it can be used for multiple different deal/product groups, based on the information on the deals. 

 

Hope that helps! 

 

Harry

Founder, Weave + Blend

AVChrista
Top Contributor | Elite Partner

We need this capability as well! Please make this possible!

RBellemare
Participant

HubSpot, are you listening? This request dates back to 2021. I am currently seeking the ability to add a list of standard line items to a quote template. The purpose of obtaining such a list is to improve productivity efficiency. By having a standardized set of items, generating quotes can be streamlined and more efficient. This, in turn, can lead to improved profitability and customer satisfaction. Your assistance in providing such a list would be greatly appreciated.

lindahouben
Contributor | Elite Partner

Many clients requesting this feature

EmilyVaulted
Participant

This would also be helpful for some of our clients that are growing their sales process and training members of the sales team for product-based services.

deltaalphagolf
Member

This is long overdue and needed. In addition to this certain properties need to be made mandatory when deals are at certain stages in the deal pipeline

DTroutman
Member

Agreed - highly needed!

LPrivett
Participant

Essential for us as we use line items to calculate ARR