How to Create Product Bundles in Hubspot

Using Hubspot to create product bundles helps you sell groups of products or services as one package, streamline quotes, and keep your product library organized and efficient.

This guide is based on the official Hubspot documentation and walks you step by step through creating, editing, and using bundles in your CRM.

What are product bundles in Hubspot?

In Hubspot, a product bundle is a group of individual products and services that you sell together as a single package. The bundle appears as one line item on quotes and deals, but it can contain multiple items behind the scenes.

Bundles are useful when you:

• Sell preset packages (for example, software + onboarding + support).
• Want to standardize pricing for common combinations.
• Need to save time when building quotes or deals.

Before you start, make sure you have permission to manage products in your Hubspot account.

Accessing the product library in Hubspot

To work with bundles, you must first open the product library in Hubspot.

1. Sign in to your account.
2. In the main navigation bar, go to Settings.
3. In the left sidebar, select Objects > Products (or Products & Quotes, depending on your account).
4. The product library page will open, showing your existing products and bundles.

From this page you can create new products, edit existing records, and set up bundles.

How to create a product bundle in Hubspot

Follow these steps to create your first product bundle in Hubspot.

Step 1: Start a new bundle record in Hubspot

1. In the product library, click the Create button.
2. From the dropdown, choose Product bundle (if available) or select the option that lets you create a grouped product.
3. A right panel or new page will open where you can configure the bundle.

Step 2: Configure basic bundle details in Hubspot

Next, you will define how the bundle appears on quotes and deals.

• Name: Enter a clear bundle name customers and sales reps will recognize.
• Description: Add a short, useful description of what is included.
• SKU (if used): Set a unique code to track the bundle in Hubspot and other systems.
• Term: Specify billing term (for example, monthly or yearly) if needed.
• Currency: Confirm the correct currency for pricing.

These fields control how the bundle is stored and shown across Hubspot quoting tools.

Step 3: Add products to your Hubspot bundle

Now select the individual items that make up the bundle.

1. In the Bundle items or similar section, click Add product.
2. Search your existing products by name or SKU.
3. Select each product or service you want to include in the bundle.
4. After adding items, adjust the quantity for each product as needed.

Every product you add keeps its own settings (for example, unit type), but pricing and discounts will follow the bundle rules you set later.

Step 4: Set pricing and discounts for the Hubspot bundle

Hubspot allows you to control how bundle pricing is calculated.

• Bundle price type (label may vary): Choose whether the bundle price is:
  • Calculated from the sum of item prices, or
  • Fixed as a single custom price.
• Discounts: Apply a discount at bundle level if you want the package to be cheaper than buying each product separately.

When using a calculated bundle, changes to individual product prices in Hubspot can automatically affect the bundle total. With a fixed price, you control the bundle amount directly.

Managing product bundles in Hubspot

Once created, you can edit, clone, or delete bundles directly from the Hubspot product library.

Editing an existing bundle in Hubspot

1. Open Settings > Objects > Products.
2. Find the bundle using search or filters.
3. Click the bundle name to open its record.
4. Update fields such as name, description, term, or SKU.
5. Edit bundle items by adding, removing, or adjusting quantities.
6. Modify pricing or discount rules.
7. Save your changes.

Edits you make will apply to future quotes and deals that include the bundle in Hubspot. Existing quotes already sent may not be updated, depending on your configuration.

Cloning a product bundle in Hubspot

If you offer similar packages, cloning saves time.

1. In the product library, hover over the relevant bundle.
2. Click the More or Actions menu.
3. Select Clone.
4. Hubspot creates a copy with the same items, pricing, and settings.
5. Rename the new bundle, adjust details and pricing, then save.

This is useful when you need multiple tiers (for example, Basic, Pro, and Enterprise bundles) inside Hubspot.

Deleting a bundle in Hubspot

To clean up your product library:

1. Open the product library.
2. Find the bundle you want to remove.
3. Use the More or Actions menu and choose Delete.
4. Confirm the deletion.

Deleted bundles cannot be added to new quotes or deals in Hubspot, but historical records where they were used are usually preserved.

Using Hubspot product bundles on quotes and deals

After you create bundles, your sales team can add them quickly when building deals and quotes in Hubspot.

Add a bundle to a Hubspot deal

1. Open a deal record.
2. Locate the Line items or Products section.
3. Click Add line item.
4. Search for the bundle name you created.
5. Select the bundle; Hubspot adds it as a single line item.

The bundle appears with its total price and any bundle-level discounts. Internally, Hubspot tracks the individual components linked to that bundle.

Use a bundle on a Hubspot quote

1. From a deal, click Create quote.
2. Confirm that the correct bundle appears in the product list.
3. Review pricing, discounts, and terms.
4. Complete the quote creation steps and send it to your customer.

Bundles ensure your team presents consistent packages and prices to prospects while leveraging the automation features built into Hubspot.

Best practices for product bundles in Hubspot

To get the most from bundles in your CRM, follow these guidelines:

• Standardize naming: Use clear, consistent names so sales reps can easily find the right Hubspot bundle.
• Keep pricing aligned: Review individual product prices regularly to ensure bundle pricing still makes sense.
• Use SKUs: If you integrate Hubspot with external billing or ERP systems, SKUs help match bundles across platforms.
• Document bundle rules: Record when each bundle should be used and what can or cannot be changed on quotes.

Where to learn more about Hubspot product bundles

For deeper reference details, screenshots, and the latest interface updates, always review the official Hubspot knowledge base article on bundles: How to create product bundles in Hubspot.

If you need strategic help designing bundle structures, pricing, or CRM processes around Hubspot, you can also consult specialized agencies such as Consultevo for implementation and optimization support.

By setting up product bundles carefully and maintaining them over time, your Hubspot account can deliver faster quoting, consistent packaging, and better reporting on the performance of your core offers.

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