It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals could then be automatically updated to have that product associated with them.
This would reduce friction for sales teams and allow more seamless Deal creation - the teams wouldn't have to go back and add Products later. Thank you!
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@ethankopit Question about Phase 1. Can you only add line items when creating the deal record video automation or can we add line items to already created deals via a deal workflow as well?
Would the currently planned solution only work for deals created by a workflow/during deal creation, or will it be able to be utilized on existing deals if certain thresholds are met?
We're looking for a solution to the latter. For example, our larger B2B inside sales deals have a longer sales cycle, and estimates aren't made/items aren't added to the deals until about midway through the pipeline. We want to implement something that requires that if a deal in this pipeline has a total quantity of units (across multiple products, combined) at or above a certain amount, a mandatory service package line item is added to the deal automatically.
Would something in the realm of this be possible with this solution, or does this need to be its own idea submission?
We need to be able to amend existing deals with this, not just create new ones, as we already have the data in place and need to link line items to these deals.
We've been promised Q2, so hopefully this is coming soon. It's clearly a must-have feature!
My scenario is that when deals are closed I am looking to create a new mirror deal and I want to be able to add certain line items (we both license and consultancy line items) so I want to be able to copy the license line items only and disregard any consultancy line items. The SKU would determine the type (the first 3 letters of the SKU).
It would be good to be able to specify as part of the workflow which ones to copy over.
Yes please. An update from Hubspot would be great. It seems ages ago since they said they had a phase release scheduled of this capability then nothing......
@ethankopit Hi there! It's now Q3 - so was wondering if there was any update on the ability to automatically add Line Items through Workflow please. This is a top priority for a new client, so am hopeful it's coming soon! 😀
Hi @ethankopit & @MeganLegge -- it's been a long time since we haven't receive news on this feature. An update would be great. Don't be afraid of annoucing delays, reschedule, bad news... The worst for me is not to know.
Hey folks - Ethan here, product manager for the Product Library. Apologies for the missed quarter of updates. I didn't mean to leave you hanging. We're very close with this feature, we just continue to hit snags in our testing, but we're actively working on this. I'm hopeful for sometime this quarter (Q3). I will update the thread as soon as the feature begins its rollout.
As I stated in the past, our first release for this feature will allow you to add line items to Deals when creating Deals using the "Create Record" workflow action. Hopefully that stems some of the pain. Later, we will open up Line Items as an object in the "Create Record" action. Though, I can't specify a timeline for that.
As a sidenote, I'll be updating the top Ideas associated with Products and Line Items ~once per quarter going forward. I will include (1) whether or not a feature is on the roadmap for that quarter or not and (2) what our rollout plan for that feature is (e.g. will there be a beta or not). If you have feedback about additional information I could include in these updates, drop a note here. If I see a theme, I'll adjust my updates to address that.
I won't be doing this for everyidea, but most ideas above 100 kudos will get this treatment. Previously, I had been trying to do it for ideas greater than 25 upvotes, but unfortunately the volume is too high to be practical.
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