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Copy Line Items Between Deals
Copy Line Items from One Deal to Another in Seconds
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Copy Line Items Between Deals Subscription - Free, Basic, or Professional plans
Overview
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1/2 - Copy Line Items Between Deals is now here!
Can I copy Line Items from one deal to another? - YES
Well, manually copying line items between deals is time-consuming and inefficient. Copy Line Items Between Deals streamlines this process, allowing you to copy single or multiple line items across deals with just a few clicks.
Key features:
✅ 1-Click Copy. Copy line items between deals in 1 click.
✅ Multiple Line Item Copies. Control and adjust line items while copying.
Benefits of our app:
✅ Data Consistency: Copy line items across deals, ensuring accurate and up-to-date information.
✅ Saves time: Eliminate manual entry and reduce repetitive tasks.
✅ Enhanced Efficiency: Quickly duplicate and distribute line items across multiple deals in just a few clicks.
from HubSpot Community "Can I copy Line Items from one deal to another? I have a workflow that is creating a new deal in another pipeline based on the state of an existing deal. I see options to copy most items over to the new deal except Line Items. Is it possible to copy Line Items from one deal to another?" - ✅ YES. Simply use Copy Line Items between deal.
Stop wasting time on manual work - try it today and experience the difference with Copy Line Items Between Deals!
P.S. We at 4CRMs own #CloneNer and #LineNer and offer packages for your business - talk to us for more details!
Features
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One-Click Line Items Transfer
Easily transfer line items from one deal to another in seconds - no manual work required.
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Multi-Deal Line Item Duplication
Allow users to clone multiple line items into multiple deals simultaneously, saving time when managing large volumes of data.
Bundles - lists of line items
Copy groups of line items between deals using predefined bundles. Ideal for quoting standard packages or recurring services.
App Functionality
Shared Data
CRM Pipelines | ||
Deal | ||
Deal Pipelines | ||
Line Items |
Reviews
- Nov 6, 2025
Time-saver with helpful bundling features
Great and simple solution to reduce manual selection of line items all the time. Also bundles are extremely helpful!
Hall, T.
- Jun 17, 2025
Quick & Easy For Manual Renewals But Limited Automation
handy for renewals,
easily copy deal items
can't use in workflows
Steyn, T.
Pricing
Free
$0
to test drive an app
50 copies/runs in total
No user limits
Built natively inside HubSpot
Free
$0
to test drive an app
50 copies/runs in total
No user limits
Built natively inside HubSpot
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 12/03/2025
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