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Line Items

Find our short “how to” video for adding line items to deals through workflows.

Line Items

Do you need to add line items to your deals automatically? Use this plugin to add any products from your product library as line items in the quantity you need, using your preferred enrolment triggers.

1) Trigger line item creation off of a deal workflow

Create a deal workflow and use any combination of available enrolment triggers to create line items on the deals that are enrolled.

2) Choose your products and quantities

Add any products from your product library as line items on the enrolled deals. Set the quantity of the product you want added as a line item.

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