
LinePilot: Automate line items
Create Quotes, Invoices, Payments or CPQ by automating your line items
安装 - 超过 200 次安装
评分 - 4.8(6)
要求
HubSpot 计划 适用于所有 HubSpot 计划 了解更多信息 HubSpot 帐户权限 - 查看必要帐户权限
LinePilot: Automate line items 订阅 - Free、Starter或Pro 计划
概览
1/5
Get Started with a 14-day free trial of LinePilot Pro
Stop asking your teams to calculate pricing and configure line items!
Save hours of time, and eliminate errors by automating line items with LinePilot.
LinePilot is a lightweight alternative to bulky CPQ tools that helps you take control of your quoting or invoicing process without leaving HubSpot
In just a couple of minutes you could be set up and creating Line Items on your deals automatically, and you can start for free.
What can you build?
With LinePilot you can build powerful solutions across the customer journey, such as:
Create templated quotes
Send payment links to customers
Pre-populate deals for your Sales Team
Calculate deal pricing automatically
Get deals ready to Invoice
...and much more
We can't wait to see what you will build with LinePilot!
功能

Automatically add line items to your deals
Manage complex line item operations easily with LinePilot's easy to use template system. Simply choose products from your HubSpot Product library, define custom items or let users choose a product from a list.

Dynamic data and Calculations
Make your line items adapt to the data in your deal by merging deal properties into your line items. LinePilot's easy to use formula builder lets you build out advanced logic such as if/else statements, editing text, mathematical operations and amending dates.

Conditional line items
Show and hide line items and templates based on data in your deals or even other line items - letting you easily build complex line logic without worrying about duplicates or messy data.

Multiple ways to run LinePilot
Simply apply templates when deals get created or move across pipelines, or use more powerful logic with our workflow action (LinePilot Pro required) or even Breeze Agents

Line Item Tools
Included in your subscription, a suite of extra tools that make it easy to build even more complex workflows using HubSpot line items, such as copying line items between deals, changing or pricing or generating quotes. Run these from the deal sidebar, from Workflows, or from Breeze Agents
应用程序功能
评论
4.8
6
4.8
6
- 2025年6月25日
批量更新可以工作,但协商后的更改 - 只想知道应用程序中是否有解决方法?
适用于需要提供固定数量商品的批量更新。
通过插入模板的逻辑,能够一次性批量更新细列项目和数量。例如,根据生产最低订单量更新工业级 PP 产品。
在需要单独更新谈判内容后,能够精确更新给定交易的数量。我想知道是否有办法在批量添加后进一步更新交易数量。
Kulkarni, S.
- 2025年5月7日
创造性应用案例的完美工具
LinePilot 是一款高效的扩展工具,可自动更新细列项目并轻松生成报价。 它结构清晰,可使用不同的模板,为各种销售场景提供了宝贵的灵活性。 它解决了 HubSpot 当前功能中的一个明显缺陷,即编辑和管理交易中的细列项目,这是许多用户一直缺少的功能。 支持团队反应迅速、专业,显然致力于不断改进产品。总之,LinePilot 是任何依赖 HubSpot 的销售工作流程的有力补充。
Schwehm, R.
Free
US$0
Light usage? Use LinePilot absolutely free
20 runs per month
1 template only
Free
US$0
Light usage? Use LinePilot absolutely free
20 runs per month
1 template only
* 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
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