LineNer -All in One Line Items Manager
Add Line Item to Deal. Automate Line Item Management & More
Tired of repetitive tasks slowing you down? It's time to work smarter, not harder.
App is Currently in Beta (Test-Drive ) Mode
Your Feedback Matters
We value your insights and are eager to hear your feedback and feature ideas.
Brief Intro (see 30-second video on the left)
What Does the LineNer App Do?
LineNer automates the complex tasks of calculating pricing and creating line items. This powerful tool streamlines your sales process, ensuring accuracy and efficiency in every transaction.
By eliminating manual data entry and reducing the risk of errors, LineNer saves valuable time and allows your team to focus on more strategic activities.
- Key HubSpot Feature: Essential for Quotes, Payments, Invoices, and Reporting.
- Time Saver: Automates line item creation, reducing errors.
- Easy Setup: Ready to use in minutes.
- No Cost to Begin: Start using LineNer for free.
Line Items in HubSpot are a crucial record of what you're selling, especially if you're using commerce features like Quotes, Payments, Invoices, or Reporting, whether through HubSpot's Commerce tools or external apps.
However, asking end users to manually enter line items is unreliable and consumes valuable time.
That's why we created LineNer—a user-friendly line item automation tool designed specifically for HubSpot. In just a few minutes, you can set up and start creating Line Items on your deals automatically. Best of all, you can start using LineNer for free
The App Built by Its Users
Why LineNer?
At LineNer, we are committed to being flexible and building what you need. Tell us what you need, and we'll do it for you.
We are ready to adapt and develop features that cater to your specific requirements.
Have a great idea for a new feature?
We want to hear from you! Let us know how we can make LineNer even better.
Automatically create (add or generate) Line Items for deals
Streamline your sales process with automated creation of Line Items for deals. Eliminate manual entry and ensure accuracy in your sales transactions effortlessly.
Initiate actions based on updates to deal stages or through automated workflows.
Effortlessly automate actions triggered by changes in deal stages or through predefined workflows. Enhance efficiency by automating key processes in your sales pipeline, ensuring timely responses and streamlined operations.
Seamless HubSpot Integration
Add Line Items to Deals using workflow and LineNer. Line items appear in your HubSpot product listings, ensuring smooth interaction with the CRM interface.
Nicholas Dicello
Sales Operations Associate
"Does what you need it to"
“Very smooth to install and easy to learn how to use it. The support team is very reactive as well. Since we have a lot of customers asking for a new quote from time to time, we use the tool in order to duplicate deals in our pipeline instead of creating new ones.“Julia Urmetzer
Sales Operations Manager
“Easy way to integrate LineItems in workflows”
“Finally an app that allows us to add LineItems to deals via workflows. It is easy to add the right product to the deal according to different triggers. This saves a lot of time for employees and reduces the potential for errors in price calculation enormously“Henry VanKampen-Dufloth
Tech Problem Solver | HubSpot Specialist
“Works well!”
“Works well! I like that we can specify positing, that is big!“What exactly does the LineNer app do?
The LineNer app is most commonly used by HubSpot users who want to simplify the process of adding line items to deals. This greatly helps them avoid manual data entry.
When should I consider using LineNer?
Anytime you’re using line items in HubSpot, consider automating their addition with the help of the LineNer app (whether for reporting, invoicing, quoting, or payments).
Using the LineNer app for automation can provide more context to your deals and increase the overall efficiency.
Why automate line items in HubSpot?
By automating line items in HubSpot with the LineNer app you:
1. Save your time: Automation reduces manual data entry, saving your time and minimizing errors.
2. Stay accurate: Ensures line item data is consistently and correctly added to deals.
3. Get more details: Provides richer information in deals for better understanding.
4. Focus on what matters: With automated line item addition, you can concentrate on more important tasks.
What are the key features of LineNer?
Check out the key features of the LineNer app:
-
Automated line item management: Automatically add line items to your HubSpot deals.
-
Seamless integration: Line items are added to deals and displayed in your HubSpot product listings.
-
Enhanced accuracy: Ensures consistent and accurate line item data, reducing errors.
Does LineNer work for existing deals in HubSpot?
Yes, LineNer can dynamically add line items to existing deals in HubSpot via workflows, allowing you to update deals seamlessly and without manual entry.
Is LineNer compatible with all HubSpot versions?
The LineNer app works with HubSpot Professional and Enterprise plans for Marketing, Sales, and Service Hubs, as it requires workflows.
Getting Started
What do I need to get started? How can I try LineNer?
To get started with the LineNer app by 4crms, follow these steps:
- Create a free LineNer account and make sure you have permission to install apps in your HubSpot account.
- Install the App and navigate to the workflows section in HubSpot.
- Configure the app settings according to your business needs.
- Start automating line items in HubSpot.
You'll be offered the build-in guide for more detailed instructions. Also, you can check out our step-by-step guide to navigate you through the process.
Please note: The LineNer app is compatible with HubSpot's Professional and Enterprise plans for Marketing, Sales, and Service Hubs, as it requires access to workflows.
Do users need to leave HubSpot to get LineNer to work?
No, there’s no need to leave your HubSpot portal, since LineNer is fully configured within the HubSpot workflow space.
To access it, simply navigate to Workflows > Connected Apps > LineNer.
How to create line items with the help of the app?
Follow these simple steps to automatically create line items via the app:
- Install the LineNer app and ensure you have the necessary permissions.
- Navigate to HubSpot's workflows and select or create a workflow for line item automation.
- Add the LineNer action to create line items.
- Customize the settings, including product names and quantities.
- Test the workflow to confirm correct line item creation.
- Activate the workflow to automatically create line items when conditions are met.
See our detailed guide for further insights on how to automatically create line items.
How to uninstall the LineNer app if necessary?
Navigate to the Connected Apps section under the Integrations menu.
Find the LineNer app and activate the Uninstall button from the Actions dropdown menu.
Plans & Pricing
How much does the extension cost?
The Linener app is currently available for free use.
For more detailed information, contact the 4crms sales team directly.
Are there any discounts for partners?
Yes, LineNer provides special discounts specifically for partners.
Check out our Partner Program to learn more about customized plans available for partners.
Is annual subscription available?
Yes, an annual subscription for the LineNer app is available. Opting for an annual plan can often include additional benefits, such as discounted pricing compared to monthly subscriptions.
For more details, you can visit the app’s billing section or reach out to the 4crms support team.
Can I book a demo?
Sure! If you want to see the app in action and understand how it can streamline your processes, just contact the support team via support@4crms.com and we’ll set it up for you.
Automate HubSpot Line Items
Tired of repetitive tasks slowing you down? It's time to work smarter, not harder with LineNer. Our app simplifies the process of adding line items to deals in HubSpot, ensuring you can efficiently manage your HubSpot CRM line items without manual entry.
Why LineNer?
- Automatically create (add or generate) Line Items for deals: Streamline your sales process with automated creation of line items for HubSpot CRM. Eliminate manual entry and ensure accuracy in your sales transactions effortlessly.
- Design templates tailored to various deal types: Effortlessly customize templates tailored to different types of HubSpot deals, ensuring consistency and efficiency in your sales workflow. Simplify the creation process and maintain clarity across your sales engagements.
- Initiate actions based on updates to deal stages or through automated workflows: Effortlessly automate actions triggered by changes in deal stages or through predefined workflows. Enhance efficiency by automating key processes in your sales pipeline within HubSpot, ensuring timely responses and streamlined operations.
- Maintain synchronized line items without duplication: Ensure seamless synchronization of line items across your HubSpot system, preventing any duplicate entries. Streamline your operations by maintaining a unified and accurate record of line items in HubSpot.
The App Built by Its Users
Your feedback and ideas are crucial to us. LineNer is designed with your needs in mind, and we continuously improve it based on your input. Suggest features that will make managing line items in HubSpot deals even easier.
Your Feedback Matters
We value your insights and are eager to hear your feedback and feature ideas. Your input will play a crucial role in shaping LineNer into the best tool it can be for automating HubSpot line items. Start your test drive with LineNer and help us build a tool that meets your needs. We look forward to your participation and feedback.
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