Line Item Managment in HubSpot


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See LineNer in Action
Discover LineNer’s powerful features and automate line items in HubSpot workflows with ease.
Need help getting started? Visit our step-by-step setup & usage guide.
Where LineNer Saves You Time
- Build quotes quickly with multiple products or services.
- Update pricing at scale across dozens of deals.
- Enforce pricing at scale in discounts, bundles, or subscriptions.
- Ensure accuracy before sending quotes, invoices, or contracts.
- Save time on every deal by automating repetitive changes.
Automate Line Items. Close More Deals.
Our Customers Are All Over the World
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Plans That Scale With You
- 50 Workflow Runs in Total
- 1 Template
- 1 Bundle
Add, Update & Delete Line Items
Use Templates & Bundles
Configure Line Item Properties
Decimal Precision Support (4.5234)
Full Portal Coverage
- 500 Workflow Runs
- Up to 3 Templates
- Up to 3 Bundles
Add, Update & Delete Line Items
Advanced Property Configuration
Full Portal Coverage
Support for Decimal Precision (e.g., 4.5234)
Priority Support via Email
- Everything in Starter
- 5,000 Workflow Runs
- Up to 25 Templates
- Up to 25 Bundles
Bulk Line Item Operations
Usage Analytics Dashboard
Multi-condition Template Assignment
Faster Support Response SLA
LineNer FAQs
LineNer is a HubSpot app designed to automate how line items are added, updated, and removed in deals. It works through HubSpot workflows and lets you manage products at scale without manual edits.
With LineNer, you can automatically add line items to deals, update existing ones, or remove them based on deal properties, pipeline stages, or other conditions. Inside the app, you can create templates and bundles, and apply predefined or dynamic sets of line items depending on your deal logic.
No, you don’t need to leave HubSpot to use LineNer. Here’s what you can expect:
- Fully Integrated: LineNer is completely integrated into the HubSpot platform.
- Direct Access: You can configure and access all features directly within your HubSpot portal.
LineNer is fully embedded in HubSpot. LineNer is built exclusively (and only) for HubSpot. It has evolved over the years of working closely with the HubSpot community. Use directly inside HubSpot, no extra login needed.
Yes, LineNer can dynamically add line items to existing deals in HubSpot via workflows, allowing you to update deals seamlessly and without manual entry.
A "run" is 1 workflow action execution (adding/deleting/updating a line item) in a specific workflow. For instance, if a workflow starts and LineNer adds items to a deal, that's 1 run. Each pricing plan offers a set number of runs per month.
Follow these simple steps to automatically create line items via the app:
- Install the LineNer app and ensure you have the necessary permissions.
- Navigate to HubSpot's workflows and select or create a workflow for line item automation.
- Add the LineNer action to create line items.
- Customize the settings, including product names and quantities.
- Test the workflow to confirm correct line item creation.
- Activate the workflow to automatically create line items when conditions are met.
See our detailed guide for further insights on how to automatically create line items.
To get started with the LineNer app by 4crms, follow these steps:
- Create a free HubSpot account and make sure you have permission to install apps in your HubSpot account.
- Install the LineNer and navigate to the workflows section in HubSpot.
- Configure the app settings according to your business needs.
- Start automating line items in HubSpot.
You'll be offered the built-in guide for more detailed instructions. Also, you can check out our step-by-step guide to navigate you through the process.
Please note: The LineNer app is compatible with HubSpot's Professional and Enterprise plans for Marketing, Sales, and Service Hubs, as it requires access to workflows.
Navigate to the Connected Apps section under the Integrations menu.
Find the LineNer app and activate the Uninstall button from the Actions dropdown menu
No, LineNer 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.

Note: LineNer is officially certified by HubSpot app, which serves as a top indicator of our app's security.
Of course! LineNer was 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.
Visit our Security Policy page for further details and guidelines.
To cancel your subscription, send a request to support@4crms.com. We’ll process your cancellation as soon as possible and confirm once it’s complete. There are no additional fees or charges for canceling your subscription.
Yes, LineNer provides special discounts specifically for partners.
Check out our Partner Program to learn more about customized plans available for partners.
Yes, an annual subscription for the LineNer app is available. Opting for an annual plan can often include additional benefits, such as discounted pricing compared to monthly subscriptions.
For more details, you can visit the app’s billing section or reach out to the 4crms support team.
Sure! If you want to see the app in action and understand how it can streamline your processes, just contact the support team via support@4crms.com , and we’ll set it up for you.
Why does the LineNer App Do?
- LineNer automates the complex tasks of calculating pricing and creating line items. This powerful tool streamlines your sales process, ensuring accuracy and efficiency in every transaction. By eliminating manual data entry and reducing the risk of errors, LineNer saves valuable time and allows your team to focus on more strategic activities.
- Key HubSpot Feature: Essential for Quotes, Payments, Invoices, and Reporting.Time Saver: Automates line item creation, reducing errors. Easy Setup: Ready to use in minutes. No Cost to Begin: Start using LineNer for free.
- Line Items in HubSpot are a crucial record of what you're selling, especially when you use commerce features like Quotes, Payments, Invoices, or Reporting, whether through HubSpot's Commerce tools or external apps.
- That's why we created LineNer - a user-friendly line item automation tool designed specifically for HubSpot. In just a few minutes, you can set up and start creating Line Items on your deals automatically. Best of all, you can start using LineNer for free
Automate HubSpot Line Items
Tired of repetitive tasks slowing you down? It's time to work smarter, not harder, with LineNer. Our app simplifies the process of adding line items to deals in HubSpot, ensuring you can efficiently manage your HubSpot CRM line items without manual entry.
Why LineNer?
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Automatically create (add or generate) Line Items for deals: Streamline your sales process with automated creation of line items for HubSpot CRM. Eliminate manual entry and ensure accuracy in your sales transactions effortlessly.
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Design templates tailored to various deal types: Effortlessly customize templates tailored to different types of HubSpot deals, ensuring consistency and efficiency in your sales workflow. Simplify the creation process and maintain clarity across your sales engagements.
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Initiate actions based on updates to deal stages or through automated workflows: Effortlessly automate actions triggered by changes in deal stages or through predefined workflows. Enhance efficiency by automating key processes in your sales pipeline within HubSpot, ensuring timely responses and streamlined operations.
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Maintain synchronized line items without duplication: Ensure seamless synchronization of line items across your HubSpot system, preventing any duplicate entries. Streamline your operations by maintaining a unified and accurate record of line items in HubSpot.
The App Built by Its Users
Your feedback and ideas are crucial to us. LineNer is designed with your needs in mind, and we continuously improve it based on your input. Suggest features that will make managing line items in HubSpot deals even easier.
Your Feedback Matters
We value your insights and are eager to hear your feedback and feature ideas. Your input will play a crucial role in shaping LineNer into the best tool it can be for automating HubSpot line items. Start your test drive with LineNer and help us build a tool that meets your needs. We look forward to your participation and feedback.
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