LineNer

You can remove all items or target specific products by name or specific SKU/Product and add additional dropdown properties. This makes it easy to clean up deals and remove outdated or unnecessary line items without manual editing.

You can update specific items or all items, modifying fields such as name, description, unit price, quantity, discount, currency, tax rate, position, billing terms and frequencies, term, and additional dropdown properties. This keeps deals accurate and up to date automatically.

You can select a specific product or multiple products, set properties like name, description, unit price, quantity, discount type and amount, currency, tax rate, position, billing terms and frequencies, term, and additional dropdown properties. This ensures deals are created consistently and saves manual effort.

Will give the list of line items that are associated with contacts, tickets, or companies inside the records.

Line item templates enable you to preconfigure actions for HubSpot workflows, including adding, updating, or deleting line items. You can define which product to target, set values (unit price, quantity, currency), add conditions (if/then), and include additional properties. Once saved, templates can be reused in workflows, making applying consistent pricing or adjustments faster without manual setup every time.

Enable workflows to add a predefined set of line items at once, such as a standard package with license, onboarding, and support items. This would make deal creation faster and reduce the chance of errors.

Control who can access and perform actions within the app by assigning roles and setting permissions for each user.

Feature Request: Delete Line Items by Name (with Optional SKU Matching) Add a “Name” field allowing users to specify the name of a line item to delete from a deal. If “Apply to all” is selected → all line items in the deal that match the provided name should be deleted. If a specific SKU is provided → only delete line items that match both the name and SKU. This feature will give users more precise control over which line items are removed, improving workflow accuracy and flexibility.