HubSpot Ideas

HAinley

Mandatory fields in line items

I have created a pick list that is linked to all product properties as it describes the type of sale i.e. new or renewal etc. I would like to make this field mandatory but this currently isn't possible.

13 Replies
RMarginson
Member

Agreed, allowing us to make fields mandatory when building line items would help with a number of triggers/automations once a deal closes.

GBloecher
Member

Agreed, we tie our revenue breakdown by LOB to our deals as line item, but no one uses it properly or accurately because it's not a required field. Please change this!!!

DVSpaul
Member | Elite Partner

Agreed, this is a critical need that I am taking heat over from clients as it is possible in Salesforce!

MRapo
Participant

Agreed, some of the line item fields are critical for reporting and impacts our business reporting since data is missing. 

Anastasiia_V
Participant

Must to have option! 

deltaalphagolf
Member

This is needed ASAP, it would be good also if you can make certain properties mandatory when a deal gets to a certain stage

Chewie
Participant

Geez, having the basic ability to force a field to mandatory on save is such a basic functionality

OShmueli
Member

Without this, the work with line items is not reliable, as each user can decide what to fill in and what not. Please assist.

MarilenaN
Participant

Super important!!! This directly affect the way we track our ARR and the sales objectives, we absolutely need this!

PRS
Member

Mandatory properties on Products are 'table stakes' as we transition clients off Salesforce.  Mandatory Product Properties are extremely important to building a robust and consistent Product Library which is key to smoothing CPQ for Manufacturers and Distributors allowing sales teams to issue accurate quotes as part of their Deals.  When quotes are accepted and flow through to the ERPs like SAP and Dynamics (we use our own HubSpot to SAP integration tool) any human errors in the quoted line items create a 'rinse cycle' which is very BAD.

LudmillaGarcia
HubSpot Employee

This would be great, line items right now are pretty limited 

Shawn_AMBOSS
Participant

Yes HS please change this, lots of things falling thru the cracks with this. 

GFidler
Member

Do Hobspot read these suggestions?  I am seeing a lot that go back to 2023.