Deal Line Items Card

The Deal Line Items Builder is a HubSpot CRM card that lets you search for products and add them as line items to deals directly from the deal record page.

What It Does

The card provides a streamlined interface for building deal line items:

  • Search products by name or SKU
  • Add multiple products to a deal in one action
  • Set quantities for each line item
  • Apply tax rates from your HubSpot tax configuration
  • View totals including subtotal, tax, and grand total

Installing the Card

After connecting SimpleCommerceSync to your HubSpot portal, you need to add the card to your deal record view.

Step 1: Open a Deal Record

  1. In HubSpot, navigate to Sales > Deals
  2. Click on any deal to open the record

Step 2: Customize the View

  1. Click the Customize tabs button (gear icon) in the record view
  2. Select the tab where you want the card to appear (or create a new tab)
  3. Click Add cards

Step 3: Add the Card

  1. In the card library, filter by App to see installed app cards
  2. Find Deal Line Items Builder from SimpleCommerceSync
  3. Click to add it to your view
  4. Drag to position the card where you want it
  5. Click Save to apply the changes

The card will now appear on all deal records in that view.

Using the Card

Searching for Products

  1. Enter a product name or SKU in the search field
  2. Click Search or press Enter
  3. Results show product name, SKU, and price

Products are matched by name or SKU, making it easy to find what you need.

Adding Products to Your Deal

  1. Click + Select next to a product to add it
  2. The product appears in your Selected Line Items list
  3. Repeat for additional products

Products already selected show "Selected" instead of the add button.

Setting Quantities

  1. Use the stepper input to adjust quantity for each line item
  2. Minimum quantity is 1
  3. The line total updates automatically

Configuring Tax

  1. Check or uncheck the Tax checkbox for each line item
  2. Select a tax rate from the dropdown (if you have tax rates configured in HubSpot)
  3. Tax is calculated only for items with tax enabled

If you have line items with tax enabled, you must select a tax rate before adding them to the deal.

Reviewing Totals

The card displays:

  • Subtotal - Sum of all line item amounts
  • Tax - Calculated tax for taxable items (if a tax rate is selected)
  • Total - Subtotal plus tax

Adding Line Items to the Deal

  1. Review your selected products and quantities
  2. Ensure tax settings are correct
  3. Click Add X Line Items to Deal
  4. A success message confirms the items were added
  5. The deal record refreshes to show the new line items

Requirements

Products Must Exist

Products must be created in HubSpot before you can add them as line items. The card searches your HubSpot product library.

Tax Rates (Optional)

To use tax functionality, configure tax rates in HubSpot:

  1. Go to Settings > Objects > Products
  2. Click the Tax rates tab
  3. Add your tax rates

The card automatically loads active tax rates from your HubSpot account.

Tips

Use SKUs for Faster Searching

If your products have SKUs, searching by SKU is often faster and more precise than searching by name.

Add Products Before Creating Invoices

Adding line items to deals before creating invoices ensures the deal amount matches the invoice total.

Check Tax Settings

Make sure the correct items have tax enabled before adding them. You can toggle tax on/off for each line item individually.

Troubleshooting

Card Not Appearing

  • Ensure SimpleCommerceSync is connected to your HubSpot portal
  • Check that you added the card to your customized view
  • Verify you saved the view customization
  • Try refreshing the page

Search Returns No Results

  • Check your spelling
  • Try a partial name or SKU
  • Verify the product exists in HubSpot's product library
  • Products must be active (not archived)

Tax Rate Dropdown is Empty

  • You have no active tax rates configured in HubSpot
  • Go to HubSpot Settings > Objects > Products > Tax rates to add rates

Error Adding Line Items

  • Check your HubSpot permissions
  • Ensure you have edit access to the deal
  • Try refreshing the page and adding again