Clone Line Items Across HubSpot Deals
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See Copy Line Items in Action
Instantly duplicate multiple line-items across multiple deals with no extra steps.
How Copy Line Items Saves You Time
- Sales teams: duplicate full quotes or deal structures without rebuilding products and pricing from scratch.
- Account managers: reuse standard packages across similar clients to ensure accuracy and speed.
- Finance & operations: keep line items consistent for billing, reporting, and forecasting.
- Marketing & agencies: copy campaign budgets or service bundles into new deals in seconds.
- Cross-industry teams: scale repeatable deals while avoiding manual entry errors.
Boost Sales Efficiency with Copy Line Items
Our Customers Are All Over the World
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Plans That Scale With You
- 50 copies/runs in total
No user limits
Built natively inside HubSpot
- 500 copies/runs per month
- 5 bundle creation
Up to 5 users
Access to premium properties
- 3,000 copies/runs per month
- 50 bundles creation
Up to 20 users
Access to premium properties
Copy Line Items FAQs
The Copy Line Items app is most commonly used by HubSpot users who want to simplify the process of adding line items to deals. This greatly helps them avoid manual data entry.
If you are tired of manually adding the same line items to multiple deals in HubSpot, the answer is -then, Yes!
With the Copy Line Items app, you can select the items, choose your target deals, and let the app do the work!
Yes, you can!
You have full control over which line items you want to copy. Select the specific products you need and transfer them to one or multiple deals, there is no need to duplicate everything.
If you frequently copy the same line items across multiple deals, then yes.
Copy Line Items let you duplicate them instantly
No.
Copy Line Items app only adds the selected line items to your chosen deals without modifying or removing any existing data.
To duplicate deals in your HubSpot, just follow the steps below:
1. Access the deal: Open the deal record you want to duplicate.
2. Open CloneNer: In the right sidebar, select "Duplicate Deal" option.
3. Adjust settings: Choose which properties and associations to keep.
4. Confirm: Click "Clone" to create the new deal.
For a complete guide on duplicating deals, follow our step-by-step instructions.
No, Copy Line Items does not save or store any of your data. We only use your data to help with the duplication process, ensuring it stays secure in your HubSpot account.
We don’t keep or archive any of your information - it remains fully under your control. Our role is to assist you in managing and cloning your records without compromising your privacy.
Of course! Copy Line Items, as well as our other apps, is developed with security in mind, making it safe to use with sensitive data.
Here are a few key points regarding its security features:
- Data encryption.
- Compliance.
- Access controls.
- Regular security audits.
- Integration with HubSpot security.
You can visit our Security Policy page for more details and guidelines.
Yes, CloneNer offers a discount when you opt for an annual subscription compared to the monthly plan. More specifically, you can
- unlock up to 30% off the Starter and Professional plans with our annual commitment.
Copy Line Items Between Deals in HubSpot – The Easy Way!
Do you need an easy and effective method to transfer line items between HubSpot deals? Our app simplifies the process! Rather than manually recreating line items for each new deal, our solution lets you clone, transfer, and duplicate them with just a few clicks—saving your sales team time and minimizing errors.
Why Use Our Copy Line Items App?
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Instantly Duplicate Line Items – Copy products, pricing, and details from one deal to another without manual data entry.
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Streamline Sales Workflows – Automate deal creation while ensuring accurate line item migration between deals.
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Save Time & Reduce Errors – Avoid costly mistakes and inconsistencies when managing renewal deals, upsells, and cross-sells.
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No Coding Required – Unlike API-based solutions, our app works natively within HubSpot, making it easy for sales teams to use.
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Supports Workflows & Automations – Perfect for businesses that create renewal deals, contract extensions, and follow-up deals.
Common Use Cases:
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Renewal Deals – When closing a deal, automatically copy line items to a renewal deal in another pipeline.
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Upsell & Cross-Sell Opportunities – Clone products from existing deals to new ones for account expansion.
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Multi-Pipeline Sales Processes – Move line items across different deal stages without needing complex integrations.
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Custom Pricing & Discounts – Ensure the correct pricing structure is maintained when copying deal details.
How It Works:
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Open the deal with the line items you want to copy.
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Select the destination deal where you want to transfer the line items.
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Click to clone – all selected line items are copied instantly!
Who Is This For?
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Sales teams use HubSpot CRM to manage deals.
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Account managers handling renewals, upgrades, and contract extensions.
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Businesses are automating their sales process with workflows and pipelines.
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HubSpot users looking for a fast, no-code solution to duplicate line items.
Get Started Today!
Eager to make your HubSpot sales process a breeze and say goodbye to tedious data entry? Give our Copy Line Items Between Deals app a try for free and discover how much time you can save!
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a Custom Solution?