The Best HubSpot App for Managing Line items and Products

If you’ve ever tried to manage product bundles, discounts, or fractional services inside HubSpot, you probably realized: it’s not quite built for that (yet). And while HubSpot is fantastic in many ways, line item handling still feels a bit... manual.

This article is for you if:

• You work in RevOps or sales ops and want to improve product workflows
• Your deals involve repeatable packages, dynamic pricing, or complex product logic
• You’re looking for ways to save time without rebuilding everything in a CPQ tool

Let’s walk through the challenges, your options, and the real tools that can help.

Why Line Items in HubSpot Can Be Frustrating

Let’s start with a few things we’ve all run into:

1. You can’t automate line items using HubSpot Workflows

There’s no built-in workflow action for adding or updating line items. So, if you want to do something like “when the deal stage is ‘Proposal Sent’, add Product X”  - it’s just not possible out of the box.

2. Bundles and packages are a manual mess

If you sell services that always go together (e.g., onboarding + support + training), HubSpot doesn’t let you save that as a group. You have to add each product manually, every time.

3. Decimal quantities? Good luck.

Need to quote 1.5 hours of consulting or 0.25 units of something? HubSpot’s default setup isn’t great with decimals.

4. No easy way to copy from one deal to another

Reps often duplicate deals manually, especially for renewals or similar clients. But without a native copy function, they end up retyping all the products.

Sound familiar?

A Quick Reality Check: What Are Your Options?

You can tackle this in three broad ways:

Let’s zoom in on that third option, because it's where most teams get the best ROI without overcomplicating things.

Popular Tools for Managing Line Items in HubSpot

Here are the tools folks in the HubSpot ecosystem use  - each with a slightly different purpose:

🧩 LineNer – Add, update, or delete line items via workflow

If you’re building workflows in HubSpot and want to include line items in that logic, LineNer is worth checking out.

Key features:

• Add/update/remove line items automatically via workflows
• Create bundles and reusable templates
• Support for decimal quantities and multiple currencies
• No coding, no API required

You can set conditions like:
→ If deal type = “Retainer”, add 3 specific services
→ If region = “EU”, apply different prices

It’s flexible, and once you get the hang of templates, it saves a ton of time.

🔁 Copy Line Items Between Deals – One-click, no setup

This one’s much simpler. You open a deal, click a button, and select which line items you want to copy into another deal.

Use this if:

• You often create similar deals
• You want a faster way to handle renewals
• You don’t need automation, just convenience

It lives right inside the deal view, and it’s surprisingly useful.

💼 Full CPQ tools (DealHub, PandaDoc)

If you need full-blown quoting with approvals, margin controls, etc., you might look into DealHub or PandaDoc’s CPQ features. These are great for teams with complex pricing logic, but they do come with a heavier setup, and they’re often overkill for simpler use cases.

Real-World Use Cases 

Let’s make this more concrete. Here are a few stories we’ve heard from teams using these tools.

Use Case #1: Automating Service Packages for Sales Reps

Company: B2B SaaS
Problem: Reps were spending 5–10 minutes manually adding 4+ line items for every new deal. Sometimes they forgot one, which led to fulfillment issues.

Solution: Built a LineNer workflow that adds a pre-defined bundle (Onboarding + Support + Setup) when the deal stage hits “Contract Sent”.

Result: Saved ~4 hours/week across the team. Zero missed items. Reps were happier.

Use Case #2: Copying Line Items for Annual Renewals

Company: Consulting agency
Problem: Each client renews annually with almost identical services. The sales team had to manually rebuild every renewal quote.

Solution: Installed “Copy Line Items Between Deals” and trained the team to reuse existing line items.

Result: 10x faster quote prep, fewer errors, easier to hand off renewals to new reps.

Use Case #3: Fractional Billing Made Easy

Company: Legal firm billing by the hour
Problem: HubSpot wasn’t handling 0.25 or 0.5-hour line items well.

Solution: Used LineNer to insert decimal quantities cleanly in the quote via workflow.

Result: More accurate quotes, better client transparency, fewer billing disputes.

What About Pricing, Setup Time, and Support?

You’re probably wondering: is it worth the time to implement something like this?

And if you ever get stuck, most of these tools come with good documentation and responsive support (LineNer in particular has very hands-on devs behind it).

How to Choose the Right Option for You

Here’s a simple framework:

And if you’re not sure where to start, just ask your sales team. They’ll tell you what slows them down most.

Final Thoughts: Do You Need an App?

Maybe not. But if your sales or ops process includes any of the following:

• Repeatedly adding the same products or bundles
• Quoting in different currencies
• Needing precise quantities (like 1.25 or 0.75 units)
• Spending too much time recreating deals

…then it might be worth trying one of these tools.

The best part? You don’t have to overhaul your whole system. Start small: install one, test it on a single pipeline, and see how it feels. Worst case, you uninstall. Best case? You just saved your team 5 hours a week.

Helpful Links

• LineNer – Automate Line Items in Workflows
• Copy Line Items Between Deals