Auto-add an onboarding fee

When a deal enters a stage, add a fixed line item so quotes stay consistent.

The challenge

Standard fees get forgotten on some quotes and added inconsistently on others, which shows up later as revenue leakage.

How AuPerate solves it

Manage Line Items adds the fee automatically when a deal reaches the right stage, so every quote carries it.

How to build it
  1. 1Enrol deals when they reach the stage where the fee applies.
  2. 2Add Manage Line Items with Add a line item to the deal.
  3. 3Give it a name, unit price and quantity so every quote is consistent.
  4. 4Use the returned line item ID in later steps if you need it.
What the action gives you
  • Add line items with name, price, quantity and SKU
  • Update all line items or filter by any line item property
  • Remove matching line items or clear the deal
  • Values can come from deal properties

Build this in your own workflows

Install AuPerate once and every action appears in your HubSpot workflow editor.

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