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Show quotes and line items in your deals
Show quotes and line items in your deals

Allow partners to see the line items and quotes linked to a deal in your CRM

Wouter Moyaert avatar
Written by Wouter Moyaert
Updated over a week ago

You can allow your partners to add and edit line items in your shared deal detail. The line items are in sync with your Hubspot products and can be searched based on product name and SKU.

If you want to enable this feature follow the next steps.

Step 1: Go to the template linked to your partners room

Step 2: Select the CRM embedded pipeline section


Step 3: Click edit in the right corner of the section (the 3 dots)

Step 4: Allow to see quotes (will be enabled by default when adding a deal pipeline) and allow to see line items.


Step 5: make sure to save the CRM embedded pipeline.

The deal detail will show the link to the quote and line items in case there quotes/line items linked to the deal in your CRM.


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