Trying to find a way to standardise or manage discounts in HubSpot? Need to set different discounts for different customers, or just need to streamline data entry?
LinePilot automates the work of adding line items to your deals, and allows you to dynamically set different line item properties, including discounts, meaning you can automate the logic and data entry of discounts, all the way through to quotes, contracts and invoices.
LinePilot can help with...
Works with
Create a template for each type of deal. Add a fixed discount or choose to grab the data from a deal property
Choose to prompt the user with the discount, or use HubSpot's calculated fields to determine the logic for your deals' discount
LinePilot is triggered, either by a deal stage change, or a workflow, and runs in the background.
Line items are calculated by LinePilot, along with the discount amount, and added to the deal automatically. The deal amount is calculated automatically.
Use the discounted line items in quotes, invoices, or HubSpot reports
The best way to experience LinePilot is to try it.
Create your first template in minutes, absolutely free.
