What's new?
We've given LinePilot it's biggest upgrade yet with the release of Line Item Calculations. This is a whole new way of setting your line item properties and unlocks powerful new functionality.
Before, you were able to use deal properties as line item properties, as well as some date functions. If you wanted to use calculations, even simple ones, you had to do it inside a HubSpot deal property first.
Now, you can easily use deal properties, product properties and use powerful logic and calculations within your line items:
Here are some common scenarios that are now super easy in LinePilot:
- Setting a different price based on the type of deal
- Percentage-based pricing (e.g. 15% of deal total)
- Set the billing start date 1 year ahead
- Add the deal owner to the line item description
...and this is just the start. We'll be adding more and more to this in the future, so don't be shy about telling us what you think
How to upgrade
Line Item Calculations are now in public beta. This means anyone can opt in - but we strongly recommend you test your templates before using them on production data.
The beta flag is set per-template. This means you have to go to each template and switch it to our new version.
To do this:
- Go to your LinePilot dashboard
- Go to a Template
- Scroll down to "Advanced Options", and click to open
- Enable the option "Upgrade your template"
You'll then see a confirmation message and an Upgrade button.
Once upgraded, your form fields will be updated and all new runs will immediately start using the new logic. Any of your existing tokens such as deal properties and tokens will work as normal, with a single exception (see below)
Next, go to the "Preview" section at the top of the screen to find a deal and to test your upgraded template. If you see any errors that you don't understand - please do reach out to the team,
You can downgrade at any time, but be aware that if you have edited the properties to use new values e.g. adding in functions - these will need to be removed or you will see errors.
Nervous about updating your template? Why not clone an existing template and run manually to test scenarios without setting it to active?
Are there any breaking changes?
Yes - there is exactly one breaking change - if you're currently using the date token {{date.now}} - this needs to be changed to today. This is available in the Insert Menu or you can type {{date.today}}. The reason for this change is that if you're using a Date/Time field this will set the time to midnight UTC (for maximum HubSpot compatibility) and we want that to be clearer.
How do I use Line Item Calculations?
We have detailed documentation on how to use the new functionality to fill out line item properties.
Do I have to upgrade?
Whilst the new functionality is in beta, upgrading is completely optional. Once the functionality is stable and hits general release, then we will be asking everyone to upgrade. We'll communicate a deadline for upgrading your templates closer to the time.
Help or feedback
We're happy to help if you need assistance getting started, working out formula logic or troubleshooting. We also want to hear from you about what you like (or don't like) about the new functionality.
Get in touch with us using the details on our support site.