The collaboration settings regarding quotes and line items lets you share more deal context with partners.
View and edit line items directly in the shared deal details.
Search products by name or SKU, synced with your HubSpot product library.
Access linked quotes, so partners always have the most accurate deal information.
How to enable quotes and line items
Go to the experience .
Select the CRM embedded pipeline section.
Click the Configure button (the gear icon in the top-right corner).
Enable:
Show quotes (this is on by default when you add a deal pipeline).
Show line items to allow partners to see line items
Edit line items to allow partners to add and edit line items on your deals
Save the section and publish the experience to save those changes across all your partners linked to the experience.
Once enabled, partners will see a link to the quotes and any connected line items in the deal detail view.
When you allow your partners to add and edit line items in your shared deal detail they will see an edit button where they can make necessary changes.
The line items are in sync with your Hubspot products and can be searched based on product name and SKU.
More info
Quotes and line items are read directly from your CRM and stay in sync automatically.
Partners can only edit line items if this is allowed in the shared deal settings.
Product data (name, SKU, price) is always pulled from your HubSpot product library.
If no quotes or line items are linked to the deal in your CRM, nothing will be displayed in the deal detail.