Copy Line Item app  & LUNOS Slovenija

How "LUNOS Slovenija" Improved Quote Management with Copy Line Items

Goal

Speed up quote creation by reusing existing product bundles directly in HubSpot.

 

Result

Faster, more accurate quoting after adding the option to copy bundles into the current deal with  Copy Line Items

Impact

LUNOS Slovenija now saves time and effort, focusing more on customers instead of manual deal setup.

Project Overview

 

 

LUNOS Slovenija is part of the international LUNOS Ventilation Systems network, known for its energy-efficient ventilation solutions for residential and commercial buildings. The team uses HubSpot to manage sales operations, including deal creation and quoting processes that often involve repeated sets of products.

When LUNOS began using the Copy Line Items app, it aimed to speed up and standardize its quoting workflow. Many of their deals include similar product combinations, so the app’s Bundle feature, which allows predefined groups of line items to be copied between deals, quickly became essential.

 

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The challenge

While using bundles significantly reduced manual work, the team noticed one limitation that slowed them down. They reached out to us with direct, constructive feedback:

“This feature is exactly what we’ve been looking for over a year — it’s just what we needed!
In our case, we sell ventilation systems to end customers, and about 75% of the time, our quotes are more or less the same (containing the same products, just with different discounts or quantities). That’s why your bundle functionality is extremely useful for us.
However, we’ve noticed a limitation: currently, you can only copy a bundle to another deal, but not to the deal you’re currently working on. Would it be possible to add the option to copy a bundle directly into the current deal?”

— Rok Fonovič, IT Manager at LUNOS Slovenija

Results

 

By introducing the updated Copy Line Items feature, LUNOS Slovenija achieved several meaningful improvements in its quoting process:

  • Time savings – Sales reps can now insert standard bundles directly into the current deal, eliminating the need to manually switch between multiple records or rebuild quotes.
  • Better consistency – Reusing predefined bundles within the same deal helps maintain pricing and product accuracy across quotes.
  • Higher productivity – With fewer repetitive steps, the team can focus more on customers and less on administrative work
Overall, the update made quoting in HubSpot faster, simpler, and more reliable — helping the LUNOS team work more efficiently every day.

Customer's feedback

What our customers are saying 

Before Copy Line Items Between Deals, many HubSpot users had to manually recreate quotes or product lists across multiple deals - a time-consuming, error-prone process. Now, they simply copy the needed line items in a few clicks.

Teams appreciate how easy it is to duplicate entire product configurations or just selected items directly from the deal view. It saves hours each week, keeps pricing consistent, and ensures accurate reporting across pipelines.

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“It works great. This really improved our process of making a quote — we save a lot of time now.”

— Rok Fonovič, IT Manager at LUNOS Slovenija

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