Features

Tools

A suite of extra tools that make it easy to build even more complex workflows using HubSpot line items. Run tools independently of LinePilot templates via workflows, buttons in deal sidebars and even through Breeze AI Agents.

Copy line items

Lottie file

Automatically copy line items from one deal to another. Perfect for renewals, change requests or templated deals.

See documentation

Run this tool from...

  • Workflows
  • Breeze Agents

Change line item pricing

Lottie file

Apply a percentage increase or decrease to the the prices of the line items on your deal. Perfect for annual adjustments or applying discounts.

See documentation

Run this tool from...

  • Workflows
  • Breeze Agents

Create line items using a template

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Workflow

Run a LinePilot template to create or update line items on your deal. Perfect for dynamically generating line items, calculating pricing or bundling products.

* Running from Workflows requires the Pro plan

Run this tool from...

  • Workflows
  • Breeze Agents
  • Deal sidebar