Looking for a way to streamline the quotes process for your Sales team in HubSpot, and avoid manual work?
LinePilot automates the work of creating line items on your deals, meaning Sales teams can create quotes without needing to calculate pricing or add product data.
LinePilot can help with...
Works with
Create a LinePilot template for each type of Quote and configure your line items
Choose to Trigger when deals are created, when they move in your pipeline or use workflows
LinePilot gets to work in the background, pulling data from your deal and your products to calculate the line items
Line items are added to your deals. Existing data and line items are cleaned up based on your settings
When your team go to create quotes - line item and pricing data is already filled in, ready to go
Watch a full video walkthrough, as we walkthrough an example set up. We'll be creating an automated template to avoid manual entry for an EV Charging business - starting from setting up a LinePilot template, all the way through to seeing the quote in process.
The best way to experience LinePilot is to try it.
Create your first template in minutes, absolutely free.
