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Copy Line Items Between Deals

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应用程序

Copy Line Items Between Deals

Copy Line Items from One Deal to Another in Seconds

构建者
4CRMS
安装
超过 60 次安装
评分

4.5(2)

登录以进行安装需要 Copy Line Items Between Deals 订阅

要求

HubSpot 计划
HubSpot 帐户权限
查看必要帐户权限
Copy Line Items Between Deals 订阅
FreeBasicProfessional 计划

概览

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!

功能

One-Click Line Items Transfer

Easily transfer line items from one deal to another in seconds - no manual work required.

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.

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

CRM Pipelines

CRM 管道

CRM 管道

Deal

交易

交易

Deal Pipelines

交易管道

交易管道

Line Items

行项目

行项目

评论

过滤评论:

排序:


5/5
    2025年11月6日

捆绑功能节省时间

这是个简单实用的好办法,可以减少人工选择项目的次数。此外,捆绑也非常有用!

  • Hall, T.

已翻译 from English。查看original 文本

来自 4CRMS 的 Bilynska, Y.回复2025年11月11日
非常感谢您分享您的经验!我们很高兴听到 "复制行项目 "对您有帮助 ❤️

4/5
    2025年6月17日

手动续订快速简便,但自动化程度有限

方便续订、

你喜欢什么?

轻松复制交易项目

你不喜欢什么?

无法在工作流程中使用

  • Steyn, T.

已翻译 from English。查看original 文本

来自 4CRMS 的 Maret, J.回复2025年6月17日
您好。1 - 感谢您的好评,我非常感激。2 - 我想邀请/请求您通过 support@4crms.com 或聊天工具甚至 Linkedin 与我联系,讨论您 "不喜欢 "的工作流程--我相信我们可以添加/提供这项功能。3 - 我们还有其他应用程序,如 LineNer 和 CloneNer,也许它们可以满足您的需求...期待收到您的信息...约翰。

定价

此应用程序需要以下其中一个 Copy Line Items Between Deals 订阅计划。

Free

US$0

to test drive an app

  • 50 copies/runs in total

  • No user limits

  • Built natively inside HubSpot

Free

US$0

to test drive an app

  • 50 copies/runs in total

  • No user limits

  • Built natively inside HubSpot

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2025/12/03

更多信息

构建者
4CRMS
安装
超过 60 次安装
类别
应用程序可用的语言
英语

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