Logo - Full (Color)

建立

Copy Line Items Between Deals

Copy Line Items Between Deals-icon
應用程式

Copy Line Items Between Deals

Copy Line Items from One Deal to Another in Seconds

建立者
4CRMS
安裝次數
超過 50 次安裝
評分

4(1)

登入以進行安裝需要 Copy Line Items Between Deals 訂閱

要求

HubSpot 版本
HubSpot 帳戶權限
檢視所需的帳戶權限
Copy Line Items Between Deals 訂閱
FreeBasicProfessional 版本

總覽

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.

應用程式功能

共用資料
資料來源
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

明細項目

明細項目

評論

篩選評論:

排序:


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、

你喜歡什麼?

轻松复制交易项目

你不喜歡什麼?

无法在工作流程中使用

  • Steyn, T.

已翻譯 from English。 檢視 original 文字

來自4CRMSMaret, J.的回覆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。

價格

此應用程式需要下列其中一個 Copy Line Items Between Deals 訂閱版本。

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

* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/10/03

更多資訊

建立者
4CRMS
安裝次數
超過 50 次安裝
類別
此應用程式可用的語言
英語

Most popular

HubSpot solutions partner illustration
需要更多協助嗎?

與 HubSpot 解決方案合作夥伴攜手,合力打造自訂解決方案。

根據你的業務需求,聯繫 HubSpot 解決方案合作夥伴。瀏覽建議事項,聘用合適人選,隨即啟動你的專案!