Support and Resources
Our friendly UK-based team offer 1:1 onboarding assistance via zoom or email and are ready to help if you need any help, whether that's with set up or connection, or finding the ideal configuration for your line items.
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Our support hours are Mon-Fri 8am - 8pm GMT+1
Live Chat hours are subject to availability
Getting Started
Installing LinePilot
Getting started with LinePilot is easy and can be done in just a few minutes. Here's everything you need to know about signing up and getting the app connected with HubSpot.
Creating your first template
A simple tutorial guiding you how to create your first template with LinePilot. In this example you'll learn how to add a fixed line item to a deal automatically that uses the deal amount as the line item value.
3 minute video
Building line items using deal properties
In this advanced tutorial we'll show you how to create more complex line items by using deal properties, calculating pricing, combining static data with deal properties as well as some general tips on how to set up line items.
4 minute video
Using triggers and workflows to create line items
In this video and article we'll go into detail about how to use each type of trigger to run your LinePilot templates, such as deal created, deal stage change, and workfows. We'll also cover some details about billing and how LinePilot runs.
4 minute video
Billing Questions
For questions all about how LinePilot billing and limits work
Walkthrough: Easier Quotes in HubSpot with LinePilot
Are your Sales teams finding quoting in HubSpot frustrating because of data entry? LinePilot can automate the process of adding line items to your HubSpot deal, meaning that when your Sales teams go to create a quote, price and product data is already there. Combine this with HubSpot's custom quote templates for layout and you have an easy, configurable quoting system, all inside HubSpot.
5 minute video
Product Selectors
Easily add lists of products for your users to choose from with Product Selectors inside LinePilot
6 minute video
Disconnecting LinePilot from HubSpot
Not using LinePilot any more? This is how to remove your account.
Getting Started
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Getting Started
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Getting Started
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Getting Started
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