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Copy line items to another deal: how cloning works

Line items belong to one record. Copying makes new, independent line items.

Subscription
All tiers with products
Permissions
Deal and line item edit access
Time
4 min · Intermediate
Last verified

Short answer

HubSpot's KB: when you create a quote from a deal, HubSpot clones the deal's line items into the quote as new, independent line items; when the quote is finalized, they sync back. Each cloned line item is associated only with its new parent. There is no ongoing sync between records, so edit each record's line items separately. Importing line items does not update the deal amount.

1. Start from products

The product library in my demo portal.

Products index with Add products, quick filters and columns
Add products (1), quick filters (2), and columns (3).

2. Patterns

  • Repeat orders: clone the deal.
  • Standard bundles: keep products in the library.

3. Related

Quotes and tiered pricing.

Sources

New field notes by email

One email when a new article publishes.

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