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HubSpot glossary

What are products and line items in HubSpot?

In HubSpot, a product is an item in your product library, with a name, price, SKU and other details. A line item is a copy of a product, or a one-off item, added to a specific deal, quote or invoice, with its own quantity, price and discount.

The product library is the catalog. Line items are what you actually sold or quoted. When a rep adds a product to a deal, HubSpot creates a line item based on it, and the rep can change the quantity, price or discount on that line item without changing the product. Deal amounts can be calculated from line items, and quotes and invoices are built from them.

This structure lets you report on what is selling, not just how much. With line items on deals, you can see revenue by product, average discount, and which products are often sold together. Without them, every deal is a single number and product questions need spreadsheets.

Problems start with an incomplete library. Products with no price force reps to type prices by hand, which produces inconsistent discounts. Products with no SKU are hard to match with finance and billing systems. Line items with no price or no deal create gaps in revenue reports and quotes that cannot be sent.

Keep the product library owned by one person or team. Give every active product a price and a SKU, archive retired products rather than deleting them, and check regularly for line items with missing prices.

Example

Ironwood Fitness Equipment, a fictional supplier, had 300 products in HubSpot, a third with no price. Reps typed prices into line items, and the same treadmill was quoted at five different prices in one month. The operations lead filled in prices and SKUs, archived old models, and set a discount limit on quotes.

Common mistakes

  • Leaving products without a price or SKU, so reps fill gaps by hand.
  • Editing products when only one deal needed a special price, instead of editing the line item.
  • Deleting retired products instead of archiving them, which can affect historical reporting.
  • Leaving line items unattached to a deal, so they appear in no revenue report.

Related checks

Frequently asked questions

Does editing a line item change the product in HubSpot?

No. A line item is a copy. Changing its price or quantity affects only that deal, quote or invoice, not the product in the library.

Can deal amount be calculated from line items?

Yes. When line items are added to a deal, HubSpot can set the deal amount from their total. Check your deal settings for how amounts are calculated.

Related terms

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