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

LUNOS Slovenija, part of the LUNOS Ventilation Systems network, specializes in energy-efficient ventilation solutions for residential and commercial buildings. The team relies on HubSpot to manage deals and prepare quotes, many of which include similar product combinations and recurring bundles.

As their sales volume grew, quote preparation became increasingly repetitive. Around 75 percent of their deals contained nearly identical product sets, with only slight adjustments in discounts or quantities. Manually rebuilding these configurations slowed down the team and increased the risk of inconsistencies.

With the updated Copy Line Items functionality in place, LUNOS Slovenija achieved measurable improvements in its quoting process:

• Time savings - Sales representatives can now insert standard bundles directly into the current deal without switching records or recreating quotes manually.
• Improved consistency - Reusing predefined bundles ensures accurate product configurations and consistent pricing across quotes.
• Greater productivity - With fewer repetitive setup steps, the team can dedicate more time to customer communication and closing deals.

As a result, quoting in HubSpot became faster, simpler, and more reliable. What was once a repetitive administrative task is now a streamlined process that supports daily sales efficiency.