Ever find yourself adding the same products and services to HubSpot deals, manually, one by one, only to worry that you missed something, set the wrong quantity or discount, or ended up with inconsistent data?
You are not alone. Many sales teams face the same challenge: a powerful CRM that still leaves room for human error when building quotes. And that is exactly where HubSpot bundles step in - the missing piece that can turn HubSpot from a simple deal tracker into a full CPQ (Configure-Price-Quote) solution.
This guide explains what bundles are, why they matter, and how they can help you automate quoting, approvals, and even payments inside HubSpot.
A bundle in HubSpot is a predefined set of products or services often sold together.
For example, your company might offer:
Software license
Onboarding services
Support package
Instead of adding each item individually to every deal, a bundle lets you add all the line items at once. This is particularly helpful when working with HubSpot line items, ensuring that pricing, quantities, and discounts remain consistent.
Why bundles are beneficial:
Saves time on deal creation
Reduces human errors in quotes
Ensures uniformity across sales reps
Simplifies reporting and forecasting
Bundles also integrate with the HubSpot product library, letting you manage items centrally and reuse them across deals without re-entering details.
When you start using bundles, the process of creating deals and quotes changes significantly.
What happens:
Sales reps select a bundle instead of adding individual products
HubSpot automatically populates all associated line items
Discounts are applied according to pre-set rules (HubSpot discounts)
Managers can track deals more efficiently and reduce quote approval time (HubSpot quote approvals)
This approach saves hours, ensures consistency, and enhances the reliability of your CRM data. It also makes it easier to handle HubSpot recurring payments, because bundles can include subscription-based items.
Bundles start in the HubSpot product library, where you define:
Product names and SKUs
Pricing and currencies
Recurring or one-time payment options
Steps to create a bundle:
Select items from your product library
Group them into a bundle with a meaningful name
Add quantity defaults and discounts if needed
Save the bundle for use in deals or workflow automation
This setup ensures that each quote is built consistently, aligns with your CPQ rules, and reduces manual entry errors.
You can:
Automatically add a bundle when a deal reaches a certain stage
Adjust bundle content dynamically based on deal properties
Apply workflow rules to trigger approvals (HubSpot approval workflow)
LineNer enhances this by allowing dynamic bundle templates that:
Include variable line items
Adapt to deal type, pipeline, or region
Reduce manual updates and keep your CRM clean
With LineNer, your HubSpot bundles become more than static sets of products - they turn into a smart, adaptive CPQ tool.
Bundles simplify approvals and payment processes. When a quote uses a predefined bundle:
Managers don’t need to verify every line item
Discounts and pricing follow preset rules
Payment links can be included automatically (HubSpot payments)
You can combine this with HubSpot workflows to:
Send notifications when a quote is approved
Update deal stages automatically
Trigger follow-up tasks for recurring or subscription items
This makes it easier to manage HubSpot recurring payments and upsells, all within the same system.
Using bundles in HubSpot brings tangible improvements to your sales process:
Faster quote creation
Fewer mistakes in line items and discounts
More consistent reporting and forecasting
Easier management of recurring payments and approvals
For teams using LineNer, bundles also provide flexibility: you can create templates that adapt dynamically, making CPQ scalable for larger sales teams or complex product offerings.
HubSpot bundles may seem like a small feature, but they transform the way deals are built. Combined with workflow automation or LineNer, bundles help turn HubSpot into a full CPQ and quoting system, streamlining approvals, ensuring pricing consistency, and reducing repetitive manual work.
Your CRM stops being just a database and becomes a tool that actively supports and scales your business.
👉 Check out LineNer on the HubSpot Marketplace and start using Bundles!