Skip to content
Log inSign up
Templates
Create child deal line items from parent deal

Create child deal line items from parent deal

Your child deals often lose the parent deal's recurring line items, leaving reps unable to price renewals or prepare accurate quotes. This ensures reps deliver accurate renewal quotes same day.

Create child deal line items from parent deal

Overview

Child deals missing parent line items break pricing and slow down renewal quoting for account managers. This workflow copies recurring line items to the child deal so sales ops and reps have accurate, billable product details available within minutes, enabling same-day renewal quotes.

Create child deal line items from parent deal