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Overview

Copy line items from one Deal to another to quickly generate standard quotes or automate recurring invoicing.

Features

  • Clone Line Items from an existing Deal to a new Deal
  • Clones Line Item details
  • Quickly create standard/template quotes
  • Automate recurring invoices/Deals

How to Use

  1. Sign up for an Integration Glue Account.
  2. Install the Copy Line Items Micro App within your HubSpot Portal.
  3. Create a new Workflow or edit an existing Workflow.
  4. Add the Copy Line Items Action.

Pricing

5 Credits Per Update

Up to 100 Credits for Free

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